Jan 2020 Update on USA Mid and Large Cap Model Portfolio (created in Jan 2009):

Portfolio Highlights JAN 2020

1. USA Model Portfolio of 17 Mid and Large Cap USA Companies (equally weighted) Out performed the US market for 11 years (Jan 2009 to Jan 2020)

2. USA Model Portfolio went up ~7 folds in the last 11 years (with no turnover) vs 3.5 folds of DJIA

3. Cumulative USA Model Portfolio Returns (over the last 11 years) 570% vs 246% DJIA

4. Annualized USA Model Portfolio Returns (over the last 11 years) 19% vs 12% DJIA;

5. 7%+ Ann. Out performance from the benchmark DJIA

6. Major Performance boosters were: TJX Companies Inc., Ingersoll-Rand PLC, Harris Corporation, Stryker Corporation, FMC Corporation, Varian Medical Systems, Inc.

Disclaimer: Past performance is not an indication of future results. Other disclaimers in regard to investing in equities apply.  

Link to the earlier Post: http://valueinvestornyc.blogspot.com/2012/02/value-oriented-strategy.html

Wednesday, February 15, 2012

Value Oriented Strategy

Buy And Hold Value Oriented Strategy

I am here sharing the performance highlights of my Value Oriented US Companies shortlisted for Institutional Investors and UHNI's on Jan 1st 2009.

Period: All 17 Stocks shortlisted on Jan 1st 2009 and holding for 3 years till Feb 15th 2012

Performance Highlights:-

• Passive buy and hold policy Outperformed DJIA index during most turbulent times which the global markets has seen in decades.
• Shortlisting was done for defensive institutional investors who can allocate significant amount of capital and main objective was to keep the downside limited.
• None of the 17 shortlisted stocks lost money.
• Value based principles were used to shortlist High Quality Companies with Market Cap more than $1Billion.

Shortlisted US Companies: Jan 1st 2009 to Feb 15th 2012

1. Piedmont Natural Gas Company, Inc.  
2. St. Jude Medical, Inc.
3. Apache Corporation
4. C.R. Bard, Inc. 
5. CONSOL Energy Inc.
6. ConocoPhillips
7. Chevron Corporation
8. FMC Corporation
9. Harris Corporation 
10. Ingersoll-Rand PLC
11. MDU Resources Group Inc 
12. Stryker Corporation
13. Teva Pharmaceutical Industries Ltd (ADR)
14. The TJX Companies, Inc.
15. Varian Medical Systems, Inc.
16. Exxon Mobil Corporation
17. DENTSPLY International Inc.

To know more about the companies, write at Century.Partners03@gmail.com

Disclaimer: Past performance is not an indication of future results. Other disclaimers in regard to investing in equities apply.