J. A. Saglimbeni's  Instablog

J. A. Saglimbeni
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I am a Blue-Collar worker that has been investing for over twenty years. I will invest across all types of investments: Tech, growth, dividends, bonds, & options. I believe that people can invest on their own and in due time can build a portfolio of stocks that will easily surpass many mutual... More
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  • The Five Greatest Stocks Update: February 2013 2 comments
    Feb 4, 2013 12:26 AM | about stocks: UA, GOOG, MA, AAPL, AMZN

    This month I figured I would wait for all earnings releases to come out for The Five Greatest Stocks portfolio. Since my last post in September, this portfolio has had a tough battle to stay ahead of the S&P 500. Though it was a close battle, the portfolio continues to outperform the Index. Dates cover November 2011 to January 31, 2013. All returns include dividends reinvested unless otherwise noted.

    Portfolio total return with dividends reinvested: 27.5%

    S&P 500 (NYSEARCA:SPY) with dividends reinvested: 24%

    Under Armour (NYSE:UA): Price: $50.50, Total Return of 19.6%.

    Google (NASDAQ:GOOG): Price: $775.60, Total Return of 30.9%.

    MasterCard (NYSE:MA): Price: $518.71, Total Return of 49.8%.

    Apple (NASDAQ:AAPL): Price: $453.62, Total Returns of 13.1%.

    Amazon (NASDAQ:AMZN): Price: $265, Total Return of 24.1%.

    This was truly a trying time for the five greats, Under Armour and Apple had some serious breakdowns during this period. Apple is especially beginning to worry me, this company may be growing its earnings and revenues slower than I had expected. I will continue to monitor it, but I believe the worst is over for the stock. Going forward, Google and MasterCard have been star performers and the "overvalued" Amazon continues to amaze.

    Disclaimer: All articles are written as an opinion of the writer or writers. The contributors on this website are not professional investment advisors. These articles are written to share investing ideas that may be of interest to the reader. Always seek the advice of a professional investment advisor before investing.

    Disclosure: I am long UA, MA, AAPL.

    Stocks: UA, GOOG, MA, AAPL, AMZN
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  • Philip Saglimbeni
    , contributor
    Comments (480) | Send Message
    I am surprised it was this close Joe. Two things: first I'm a bit surprised the overall market has fared this well and second, this win is owed completely to MasterCard.
    4 Feb 2013, 08:06 AM Reply Like
  • J. A. Saglimbeni
    , contributor
    Comments (831) | Send Message
    Author’s reply » Philip, usually we don't see such moves with large Cap stocks like Apple, but we are seeing some real growth issues with the company...so I think it will trade with the market going forward leading me to think that the portfolio should still beat the S&P for the next few years.
    4 Feb 2013, 10:55 AM Reply Like
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