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Stock Strategist

Ultimate Stock-Picker's Portfolio: Performance Update

Our model portfolio continues to outperform the market.

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Since managers' first-quarter holdings are just starting to be released, and I'll soon be compiling a new watch list based on our list of 20 managers' most recent filings, I thought it would be a good time to update you on the overall performance of the Ultimate Stock-Picker's Portfolio.

I'm happy to report that since inception on Sept. 7, 2006, the model portfolio has earned a raw total return (including dividends) of 17.55% through April 30, a very pleasing result. Even better, though, you'll notice in the table below that the portfolio is still outpacing the S&P 500 Index by almost 300 basis points, as the S&P 500 appreciated by 14.56% during the same measurement period.

Justin Fuller has a position in the following securities mentioned above: AXP, DELL, PHM. Find out about Morningstar’s editorial policies.

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