By Brian Stoffel, The Motley Fool
Filed under: Investing
Over a year ago, I attempted to help out family and friends by creating what I considered an ideal growth portfolio.
If, during 2012, you had invested in the S&P 500, your investment would have returned 15.9%, after factoring in dividends. That’s actually outstanding. And yet, had you been invested in the “World’s Greatest Growth Portfolio,” you would have trounced the S&P 500, earning a 26.5% return on your investment.
Before 2013 began, I decided to review all of the companies to see which ones still made the cut and which didn’t.
The chart below shows how the 2013 portfolio has performed so far. Taken as a whole, The World’s Greatest Growth Portfolio has returned 28% since inception, besting the S&P 500 by 7 percentage points. Click on any company, and you can read about why it was selected for the portfolio.
Read on and you’ll see which three stocks I think are exceptional buys, and at the end I’ll offer up access to a special premium report on one company that deserves your attention.
|
Company |
Allocation |
Jan. 1 Balance |
Current Balance |
Change |
|---|---|---|---|---|
|
11.5% |
$115.00 |
$104.08 |
-9.5% |
|
|
11.5% |
$115.00 |
$130.18 |
13.2% |
|
|
11.5% |
$115.00 |
$121.10 |
5.3% |
|
|
11.5% |
$115.00 |
$108.33 |
-5.8% |
|
|
Tier One |
||||
|
7.5% |
$75.25 |
$77.21 |
2.6% |
|
|
7.5% |
$75.25 |
$62.83 |
-16.5% |
|
|
7.5% |
$75.25 |
$78.18 |
3.9% |
|
|
7.5% |
$75.25 |
$66.97 |
-11% |
|
|
Tier Two |
||||
|
5% |
$50.00 |
$51.95 |
3.9% |
|
|
5% |
$50.00 |
$73.20 |
46.4% |
|
|
5% |
$50.00 |
$39.40 |
-21.2% |
|
|
5% |
$50.00 |
$54.15 |
8.3% |
|
|
5% |
$50.00 |
$44.00 |
-12% |
|
|
|
||||
|
Year-to-date |
$1,000.00 |
$1,011.58 |
1.2% |
|
Source: Fool.com. All returns accurate as of market close on Feb. 28, 2013.
Though the portfolio is still beating the overall market by a nice margin, its lead contracted quite a bit over the past month. This was primarily due to four factors.
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Second, Whole Foods announced that its margins wouldn’t quite be what they had been in the past. If analysts had been listening, the company warned that this would be the case last year.
Third, IPG Photonics came …read more
Source: FULL ARTICLE at DailyFinance