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Our 2017 Performance: Main Street Value Investor

|Includes: Apple Inc. (AAPL), BBBY, DAL, GLW, JNJ, MCK, NKE, TJX, TM, UL, WMT
Summary

Main Street Value Investor initiated coverage on eleven new companies in 2017.

We measured each stock's performance against the S&P 500 benchmark from the date of publication on Seeking Alpha.

In-depth research and live performance tracking on all holdings of the Main Street Value Investor Model Portfolio (MSVI) are exclusive to our Marketplace members.

Introducing the MSVI Founders Investment Club.

For our followers or interested readers of the Main Street Value Investor article series on Seeking Alpha, we wanted to share the performance of the eleven stocks where we initiated coverage in 2017 and published the research here on SA.

I believe it is vital that authors are upfront with the performance of their published ideas. Keep in mind that as a long view, long tail value investor, I share these short-term results for entertainment purposes only.

In each case, we expect the stock to outperform over time from compounding annual growth of capital gains and dividends protected by a wide margin of safety.

As of market close on December 15, 2017:

MSVI Model Portfolio 2017 Published Ideas

Date of Publication

Price at Coverage

+/- Since Publication

Vs. S&P 500

Delta Air Lines (DAL)

2/6/2017

$51.03

+9.94%

-4.06

Apple (AAPL)

3/10/2017

$139.10

+25.07%

+12.29

TJX Companies (TJX)

5/23/2017

$74.40

-0.31%

-11.88

Johnson & Johnson (JNJ)

6/2/2017

$129.49

+10.02

+0.31

Corning (GLW)

6/13/2017

$29.40

+9.01

-0.64

Nike (NKE)

6/15/2017

$53.18

+21.83%

+7.60

Unilever (UL)

6/19/2017

$54.87

+1.99%

-7.07

Wal-Mart Stores (WMT)

6/27/2017

$76.01

+27.76%

+17.16

McKesson (MCK)

7/13/2017

$166.33

-2.24%

-11.55

Toyota Motor (TM)

8/25/2017

$112.73

+10.30%

+0.77

Bed Bath & Beyond (BBBY)

10/18/2017

$21.13

+7.05%

+2.58

MSVI 2017 Ideas Overall 

Various

$906.67

+11.85%

+1.47

(Source: Main Street Value Investor)

As of the market close on Friday, December 15, 2017, the 2017 picks of the MSVI Model Portfolio were up a collective +11.85% based on a current cumulative price of $1,006.17. The average aggregate price of the S&P 500 based on the dates of publication is $2,424.10. The closing price of the S&P 500 on December 15th was $2,675.81 for a 10.38% gain.

Good Ideas

AAPL, JNJ, NKE, WMT, TM, BBBY

Good Ideas at the Time

DAL, TJX, GLW, UL, and MCK

Overall, our 2017 picks are beating the benchmark YTD by 147 basis points. However, the objective of the MSVI is to outperform the market over the long-term. Therefore, we hedge the portfolio with three diversified exchange-traded funds to weather the cyclical ups and downs of the market from the short-sighted activities of traders and other speculators.

Main Street Value Investor on Marketplace

Follow me to keep up with future installments of the Main Street Value Investor article series. If you are already a satisfied reader, consider subscribing to Main Street Value Investor in the SA Marketplace. There, investors interested in income and value strategies learn hands-on how to build and preserve their wealth with the magic of compounding protected by a wide margin of safety.

Lifetime Membership in the Founders Investment Club

Special offer: join today and become an automatic exclusive member of the MSVI Founders Investment Club and lock-in the current monthly or annual rate for the life of the service as long as you maintain active membership. That's right, enroll now, and you will lock in the current low pricing for the life of your membership! Act now before our 60% price increase takes effect on April 2, 2018.

To learn more about Main Street Value Investor on Marketplace, click here or direct message me with your questions.

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Copyright 2017 by David J. Waldron. All rights reserved. Main Street Value Investor is a trademark, and the tree logo and MSVI acronym are service marks of David J. Waldron.

Finding value with a wide margin of safety. Building wealth from the magic of compounding.

Disclosure: I am/we are long AAPL, DAL, JNJ, NKE, TM.

Additional disclosure: Service is for informational purposes only. The accuracy of the data cannot be guaranteed. Narrative and analytics are impersonal, i.e., not tailored to individual needs or intended for portfolio construction beyond the author's model portfolio which is presented solely for educational purposes. David J. Waldron is an individual investor and writer, not an investment adviser. Subscribers should always engage in his or her own research and consider (as appropriate) consulting a fee-only certified financial planner, licensed discount broker/dealer, flat fee registered investment adviser, certified public accountant, or specialized attorney before making any investment, income tax, or estate planning decisions.