(originally published Dec. 31, 2012)
The four Goodfellow LLC 2012 Stock Portfolios
beat the market averages by wide margins!
Welcome to Goodfellow LLC! We are a website with profitable stock investment ideas. We invest in stocks with great fundamentals — featuring annual projected earnings growth plus dividends of 15% or more per year — and great charts. Our goal is to maximize capital gains while minimizing risk.
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Goodfellow LLC Portfolio
vs. Market Index Performance* Gain/Loss
Growth 2012 Portfolio +28.24%
S&P 500 index +12.71%
Stocks for Trading & Aggressive Growth in 2012 +23.28%
S&P 500 index +12.71%
Growth & Income 2012 Portfolio +10.35%
Dow Jones index +6.59%
Second Half 2012 Portfolio +12.14%
S&P 500 index +4.70%
Portfolio inception dates: Growth & Income, Growth, and Trading & Aggressive Growth Portfolios, December 23, 2011; Portfolio for Second Half 2012, June 29, 2012. *Performance results through December 31, 2012. * * * * * *
All four 2012 Goodfellow LLC stock portfolios dramatically outperformed
both the S&P 500 and the Dow since inception!
Our subscribers are individual investors who manage their personal and family investment portfolios, and investment advisors looking for consistent, profitable stock ideas for their clients.
The Model Portfolio: Growth & Income Stocks for 2012 and the Model Portfolio for Second Half 2012 each owned shares in Kraft Foods Inc. (KFT), which had a spin-off on October 2, 2012. The portfolios now own shares in Mondelez International Inc. (MDLZ) and Kraft Foods Group Inc. (KRFT). The previous trading symbol, KFT, is now defunct.
For timely investment ideas and access to these stock portfolios, sign up for the subscription to Goodfellow LLC. Send questions to research@goodfellowllc.com.
Crista Huff
President
Goodfellow LLC
Excellent stock recommendations and outperforming portfolios!
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Final Results — December 31, 2012 As of 12/31/12, all nine stocks are up in price. The total portfolio* is up +28.24%, including dividends earned through 12/31/12.
Comcast (CMCSA) shares are up the most at +56.71%.
Walt Disney (DIS) shares are up +32.07%.
FedEx (FDX) shares are up the least at +8.01%.
*Results assume equal dollar amounts purchased in each stock, rounded off to full shares, using the closing share prices on Dec. 23, 2011.
The S&P 500 is up +12.71% from 1265.33 to 1426.19, between Dec. 23, 2011 through Dec. 31, 2012.
Final Results — December 31, 2012 As of 12/31/12, all eight stocks are up in price. The total portfolio* is up +23.28%, including dividends earned through 12/31/12.
Comcast (CMCSA) shares are up the most at +56.71%.
CBS Corp. (CBS) shares are up +41.50%.
Schlumberger (SLB) shares are up the least at +0.23%.
*Results assume equal dollar amounts purchased in each stock, rounded off to full shares, using the closing share prices on Dec. 23, 2011.
The S&P 500 is up +12.71% from 1265.33 to 1426.19, between Dec. 23, 2011 through Dec. 31, 2012.
Final Results — December 31, 2012 As of 12/31/12, ten stocks are up in price and one stock is down. The total portfolio* is up +10.35%, including dividends earned through 12/31/12.
Abbott Laboratories (ABT) shares are up the most at +16.92%.
Kimberly Clark (KMB) shares are up +14.51%.
Air Products and Chemicals (APD) shares are down the most at -2.36%.
*Results assume equal dollar amounts purchased in each stock, rounded off to full shares, beginning with the closing share prices on Dec. 23, 2011.
**The original portfolio shares of Kraft Foods (KFT) were affected by an October 2, 2012 spin-off. The portfolio now owns shares in Kraft Foods Group Inc. (KRFT) and Mondelez International (MDLZ).
The Dow Jones Industrial Average is up +6.59% from 12,294 to 13,104, between Dec. 23, 2011 through Dec. 31, 2012.
Final Results As of 12/31/12, nineteen stocks are up in price and one stock is down. The total portfolio* is up +12.14% from June 29 through December 31, 2012, including dividends earned through December 31, 2012.
Ann Inc. (ANN) shares are up the most at +32.76%.
Time Warner (TWX) shares are up 24.23%, Visa (V) shares are up +22.61%, and Dana Holding Corp. (DAN) shares are up +21.86%.
Apple Inc. (AAPL) shares are down -8.87%.
*Results assume equal dollar amounts purchased in each stock, rounded off to full shares, using the closing share prices on June 29, 2012.
The S&P 500 is up +4.70%, from 1362.16 to 1426.19, between June 29 and Dec. 31, 2012.
Excellent stock recommendations and outperforming portfolios!
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The information provided herein is obtained from sources believed to be reliable but is not guaranteed as to accuracy or completeness. When information is provided herein from third parties — such as financial news outlets, financial websites, investment firms, or any other source of financial information – the reliability or completeness of such financial information cannot be guaranteed.
The information contained on this website is provided for informational purposes only and contains no investment advice or recommendations to buy or sell any specific securities. This is not an offer or solicitation for any particular trading strategy, or confirmation of any transaction. Statements made on the website are based on the authors’ opinions and based on information available at the time this page was published. The creators are not liable for any errors, omissions or misstatements. Any performance data quoted represents past performance and past performance is not a guarantee of future results. Investments always have a degree of risk, including the potential risk of the loss of the investor’s entire principal. There is no guarantee against any loss.
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