Webconsuls Blog

Monday, January 4, 2010

2009 Investing In Review

At the beginning of the year we set up some hypothetical portfolios. Rather than review them in individual detail, lets just look at some performance.

One S and P 500 index fund, symbol spy, was us up 25.48% for 2009.

Fortune Magazine picked 10 stocks for 2009.

Here is how it did:



Name
Symbol
Last price
Mkt value
Gain
Altria Group, Inc.
MO
19.79
1290.476
289.1662
Annaly Capital Management, Inc.
NLY
17.41
1082.293
82.293
Dell Inc.
DELL
14.54
1388.325
388.3248
Devon Energy Corporation
DVN
76.57
1107.645
107.645
Diamond Offshore Drilling, Inc.
DO
101.17
1653.456
653.456
Fluor Corporation (NEW)
FLR
46.01
993.5824
-6.4176
Johnson & Johnson
JNJ
64.68
1065.986
65.9855
Medco Health Solutions Inc.
MHS
65.11
1509.554
508.8442
Pfizer Inc.
PFE
18.93
1016.821
16.821
Potash Corp./Saskatchewan (USA)
POT
112.2
1466.92
466.92
Cash
397.26
12972.32


So we are 29.72 % which beats the S and P Fund by 4.24% which is impressive. Notice that half of the stocks beat the S and P and half did not. So you can see the risk.

This was the best of our portfolios. The bond weighting in the others pulled them down. International exposure was great.

Now we will see what 2010 will bring.


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