Weekly Stock Portfolio Update — July 3, 2014

Dear Investors,

Greetings!  Welcome to the Goodfellow LLC Weekly Stock Portfolio Update.

All stocks at Goodfellow LLC are chosen with strict fundamental criteria, featuring projected earnings growth, dividends, price-earnings ratios, and long-term debt ratios.  Stocks that make the cut are then screened for bullish technical charts.  My goal is to maximize capital gains while minimizing risk.

These portfolios are sample, unmanaged portfolios, designed to show investors that my stock selections are very likely to outperform the U.S. stock market averages, as they have consistently done in the past.  Subscribe now, and begin improving your investment portfolio returns today!

Please send questions and comments to cristahuff@gmail.com.

Crista Huff

President

Goodfellow LLC

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Goodfellow LLC Portfolio                               Gain/

& Market Index Performance*                       (Loss)

 

Growth & Income 2014 Portfolio                       +8.79%

Dow Jones index                                                 +2.96%

 

Growth 2014 Portfolio                                        +8.39%

S&P 500 index                                                    +7.42%

Portfolio inception dates:  Growth & Income and Growth Portfolios, 12/31/13 — 07/03/14.  *Performance results include accumulated YTD dividends through June 30, 2014.

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All eight 2013 & 2012 Goodfellow LLC stock portfolios

dramatically outperformed both the S&P 500 and the Dow!

View our outstanding 2013 and 2012 stock portfolio results.  

 

Goodfellow LLC Growth Stock Portfolio for 2014 Results — July 3, 2014

As of 07/03/14, eight stocks are up and four stocks are down.  The total portfolio** is up 8.39%.

Harman Int’l Industries (HAR) is up the most at +37.95%.

BorgWarner Inc. (BWA) is up +19.85%.

Sotheby’s (BID) is down the most at -21.05%.*

Stock changes within the portfolio:

• Celgene Corp. (CELG) stock split two-for-one on June 25, 2014.
• *Sotheby’s paid a special dividend in February of $4.34 per share, with a yield of 8.2% off the initial price of the stock on Dec. 31, 2013.

**Results assume equal dollar amounts purchased in each stock, rounded off to full shares, using the closing share prices on Dec. 31, 2013.  Totals include accumulated dividends through June 30, 2014.

The S&P 500 is up +7.42% from 1848.36 to 1985.44, from Dec. 31, 2013 through July 3, 2014.

 

Goodfellow LLC Growth & Income Stock Portfolio for 2014 Results — July 3, 2014

As of 07/03/14, eight stocks are up and three stocks are down.  The total portfolio* is up +8.79%.

Allegheny Technologies (ATI) is up the most at +29.75%.

LyondellBasell Industries (LYB) is up +24.15%.

Copa Holdings (CPA) is down the most at -9.31%.

*Results assume equal dollar amounts purchased in each stock, rounded off to full shares, using the closing share prices on Dec. 31, 2013.  Totals include accumulated dividends through June 30 2014.

Stock changes within the portfolio:

• Union Pacific Corp. (UNP) stock split two-for-one on June 6, 2014.
• Time Warner (TWX) spun off shares of Time Inc. (TIME) to shareholders on June 6, 2014.  The portfolio now owns shares in both stocks, and the 12/31/13 cost basis of TWX has been properly adjusted between the two stocks.

The Dow Jones Industrial Average is up +2.96% from 16,577 to 17,068, from Dec. 31, 2013 through July 3, 2014.

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Send questions and comments to cristahuff@gmail.com.

Happy investing!

Crista Huff

President

Goodfellow LLC

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Goodfellow LLC and its employees are not paid by third parties to promote nor disparage any investment. Recommendations are based on hypothetical situations of what we would do, not advice on what you should do.

Neither Goodfellow LLC nor its employees are licensed investment advisors, tax advisors, nor attorneys. Consult with a licensed investment advisor and a tax advisor to determine the suitability of any investment.

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.