May 17, 2012
Performance (As of 05/17/2012)
The portfolio selects top 5 stocks each month from 15 top holdings of Sequoia fund (SEQUX).
This is getting exciting.
May 9, 2012
AZO, DLTR, ORLY, PM, ROST, RTN, SHW, SLE, SPLV, SPY, SRE, TJX
Low beta or volatility stocks have proven to be better bets for the last 10 years or even longer periods. The portfolio P SPLV S and P Low Volatility Stocks With Momentum uses momentum scores on S&P low volatility stocks (100 stocks) from ETF SPLV and chooses top 10 stocks (if any one of them has lower momentum score than cash, cash is used instead) each month in equal amounts. The results:
Annualized Return (up to 5/4/2012)
So this strategy looks promising. Current 10 highest momentum stocks:
Currently, this portfolio holds the following 10 stocks:
||Fund in this portfolio
||(ORLY)(O’Reilly Automotive Inc)
||(SHW) (Sherwin-Williams Company)
||(ROST)(Ross Stores, Inc.)
||(DLTR)(Dollar Tree Stores, Inc.)
||(PM)(Philip Morris International, Inc.)
||(SLE)(Sara Lee Corporation)
See more detailed report 10 S&P Low-Volatility Stocks With Momentum
May 5, 2012
Buffett, COP, GSK, INTC, JNJ, PG
Here are the list of high dividend stocks Warren Buffett’s Berkshire Hathaway holds:
||Market Cap ($B)
||Yield (as of 3/1/2012)
|GlaxoSmithKline plc (GSK): Discovery, development, manufacture, and marketing of pharmaceutical products
|Sanofi (SNY): Discovery, development, and distribution of therapeutic solutions
|General Electric Company (GE): Operates as a technology, service, and finance company
|Johnson & Johnson (JNJ): research and development, manufacture, and sale of health care products
|M&T Bank Corporation (MTB): provide commercial and retail banking
|ConocoPhillips (COP): Operates as an integrated energy company
|Procter & Gamble Co. (PG): Provides consumer packaged goods
|Intel Corporation (INTC): design, manufacture, and sale of integrated circuits
|Kraft Foods Inc. (KFT): Manufactures and markets packaged food products
|United Parcel Service, Inc. (UPS): Provides transportation, logistics, and financial services
See MyPlanIQ’s Warren Buffett 10 Best Yielding Stock Holdings
The portfolio that uses momentum to weed out weak momentum stocks leaves PG and COP out at the momentum. See P Warren Buffett 10 Best Yielding Stock Momentum. This portfolio’s performance:
Annualized Return (up to 5/3/2012)
* AR: Annualized Return
** YTD: Year to Date (not annuallized)
See more detailed analysis here Momentum Stocks On Warren Buffett’s 10 High Dividend Stocks .
May 4, 2012
Value. growth and momentum are well recognized factors that can deliver outsized returns over a stock market index like S&P 500. One can follow great value and growth investors’ ideas to pick stocks that do well. One can also use momentum over a set of stocks (example, S&P 500 stocks or Nasdaq-100 stocks).
But how about combining these all together? This is the purpose of the blog: the idea is to use momentum over a set of stocks that are from Guru investors. In this blog, I will publish ideas and portfolios and see how such an idea can evolve and deliver over time.
Disclaimer: the author is not a registered investment adviser nor a financial adviser. The contents of this blog is for information only and does not constitute buy/sell advice. Use the contents at your own risk. Past performance does not guarantee future returns.