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Investing Specialists

We're Bullish on the Ultimate Stock-Picker's Portfolio

We update our portfolio's performance and outline some changes to our approach.

Mentioned: , , , , , , , , ,

For the year to date through Oct. 31, 2008, the Ultimate Stock-Picker's Portfolio decreased 37%, trailing the S&P 500 by about 4 percentage points. Although we are disappointed with these near-term results, we still believe that nearly all of the stocks in the portfolio have the potential to deliver superior returns over the long run. In fact, according to Morningstar's estimates, the fair value of the portfolio is about 70% higher than the market's pessimistic view at the end of October.

 Ultimate Stock-Pickers Portfolio Performance

1-Month Return
through Oct. 31

YTD Return
through Oct. 31
Ultimate Stock-Pickers Portfolio-17.7%


S&P 500-16.8%



John Owens has a position in the following securities mentioned above: COV, COF. Find out about Morningstar’s editorial policies.

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