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.
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|
|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|
|Potash Corp./Saskatchewan (USA)||POT||112.2||1466.92||466.92|
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.