The Ultimate Stock-Picker's Portfolio Widens Its Lead
Our model portfolio continues to outpace the market.
I recently completed compiling a new watch list from my group of 20 investment managers' first-quarter regulatory filings, which I routinely analyze to ferret out new stock ideas for Morningstar's Ultimate Stock-Picker's Portfolio. However, before revealing the cross section of this new master holdings list and Morningstar's best ideas, I'd like to recap our model portfolio's recent performance, as it continues to be quite good.
Since I last reported performance to you in mid-May, the Ultimate Stock-Picker's Portfolio has grown both on an absolute basis and relative to the growth of the S&P 500. As you can see in the table below, the model portfolio is now outpacing the S&P 500 by more than 400 basis points since inception on Sept. 7, 2006, through June 8, 2007. What's more, the portfolio has demonstrated good absolute performance, with our initial capital growing by almost 21% year to date.
Justin Fuller has a position in the following securities mentioned above: AXP, APOL, DELL, PG, PHM, MDT, COF, CFC, EBAY, WU. Find out about Morningstar’s editorial policies.
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