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 2 percentage points. Click on any company, and you can read about why it was selected for the portfolio.
Read on and you’ll see what’s happened over the past month to narrow the gap between the market and this portfolio.
$1,000.00
|
Core |
||||
|---|---|---|---|---|
|
Company |
Allocation |
Jan. 1 balance |
Current balance |
Change |
|
11.5% |
$115.00 |
$100.63 |
(12.5%) |
|
|
11.5% |
$115.00 |
$129.03 |
12.2% |
|
|
11.5% |
$115.00 |
$122.13 |
6.2% |
|
|
11.5% |
$115.00 |
$109.71 |
(4.6%) |
|
| Tier One | ||||
|
7.5% |
$75.25 |
$80.14 |
6.5% |
|
|
7.5% |
$75.25 |
$62.98 |
(16.3%) |
|
|
7.5% |
$75.25 |
$75.33 |
0.1% |
|
|
7.5% |
$75.25 |
$75.02 |
(0.3%) |
|
| Tier Two | ||||
|
5% |
$50.00 |
$45.35 |
(9.3%) |
|
|
5% |
$50.00 |
$76.65 |
53.3% |
|
|
5% |
$50.00 |
$46.35 |
(7.3%) |
|
|
5% |
$50.00 |
$55.25 |
10.5% |
|
|
5% |
$50.00 |
$40.90 |
(18.2%) |
|
|
|
||||
|
Year-to-date |
$1,000.00 |
$1,019.47 |
1.2% |
|
Source: Fool.com.
Two outperformers
Of the 13 stocks in this portfolio, two stood out as outperformers, and helped keep the portfolio flat since last month. Shares of fiber-optic laser maker IPG Photonics were up 12% during the month of March. The biggest cause for this move was the company’s announcement that it would be acquiring Mobius Photonics.
The move is important because Mobius is a specialist in UV fiber lasers that help make semiconductors and solar hybrid panels. As IPG is already the leader in fiber-optic lasers, it believes integrating Mobius’ technology into the company will allow it to offer UV lasers for a lower cost than the competition.
The second big outperformer was Stratasys , one of the leaders of the 3-D printing revolution. The company saw shares rise 17% last month, primarily due to a positive earnings report. For the fourth quarter of 2012, revenue at the company rose 30%, while net income grew 40%. Though it was tough to tell how much of the growth was organic, and how much was due to the merger with Objet, investors were clearly pleased by the news.
Three underperformers
What was good news for Stratasys investors, however, didn’t translate the same way for investors in fellow 3-D printing company 3D Systems . It doesn’t help that in February, 3D released earnings that disappointed Wall Street. And many apparently assumed that with Stratasys performing so well, it meant 3D was losing market share.
Personally, I don’t completely buy that argument, as there’s no telling how big 3-D printing will be in the future, and there’s more than enough room for two winners in the space.
Next on the list is lululemon athletica . The high-end sportswear company that got …read more
Source: FULL ARTICLE at DailyFinance