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Toasting the S&P 500


For 7th Straight Year


Investors Dividend Portfolio toasted the S&P 500

Up 19% vs a -0.17% S&P 500 for 2011

See Friday’s blog post.

Here’s the results from our other portfolios.

More information on all portfolios can be found in the

Positions Section


Conservative Portfolio


ETF’s were chosen for 2011 because they have two streams of income

Ticker symbol, dividend, price change, total gain. Dividend gains were computed last January so they may be slightly off

  • FLD +4.38, +10.29, = +14.67
  • DTW +4.01, +8.22 = +12.23
  • DVY +3.79, +7.54 = +11.33

Total +12.74 vs. -0.17% S&P 500.

While the conservative portfolio toasted the S&P 500, it did not do as well as the individual dividend stocks portfolio which was up @ +19%


Moderate Portfolio


These ETF’s were chosen to mirror the S&P 500, but give diversity

  • QQQ +2.14
  • SPY -0.17
  • DIA +5.14
  • IWM -6.36
  • EEM -19.81
  • DBC -0.74
  • USO -0.03
  • GLD +10.92

Total -1.19 vs. -0.17 for S&P 500

The moderate Portfolio mirrored the S&P, but was about 1% lower. This was because EEM (emerging markets) took a big hit. There was a warning about inflation attached to EEM.


Aggressive Portfolio


These were individual trades/investments made throughout the year and posted in the daily blog. I don’t have the time to go through approximately 225 posts to compile an accurate grand  total. But, I’m confident these choices overall beat the S&P 500. The vast majority of these trades had gains and losses of less than 10%

The most significant trades of the year was the GMCR Put/Call Hedge Trade that made almost +200 See LINK and previous blog posts.

Investors411 will keep a running total of special trades in the Aggressive Portfolio this year.

Your Stock List


Three Your Stock Lists were run in 2011.  Investors411 stopped running YSLs after 6/30 for several months. A wise move. This summer was when stocks took their big hit.

  • YSL #4 +18.69 vs S&P +12.39
  • YSL #5 +3.64 vs.  S&P +1.60
  • YSL +6.50 vs. S&P +9.50

Total YSL +28.83 vs S&P +23,59


Stay tuned for the 2012 Forecasts and some major changes to Investors411 investment Portfolios

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AS ALWAYS, DO YOUR OWN RESEARCH BEFORE INVESTING

ALL TRADING INVOLVES RISK AND POTENTIAL LOSS OF PRINCIPLE

CHECK ALL DATA, I MAKE MORE THAN GRAMMAR  ERRORS.



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