Holding for Long-Term Gains

At the end of the year we owned eighteen stocks, 90% invested.

We had open to buys on two recommendations.

In 2010 our Model Portfolio gained           14.9%

S&P 500 Gain in 2010:                               12.8%

Twenty-nine 2010 Closed Positions:

Security    Bought    Price  Income   Sold     Price   Profit/Loss
NLY           5/04/10  $   15.40  0.68  09/16/10  $17.97     21.1%
UNH          1/05/10   $  31.50  0.16  07/20/10 $30.49       -2.7%
APWR       5/05/10  $    9.60           07/16/10 $  7.76     -19.2%
XOM         1/05/10   $  69.00  0.86  07/02/10 $ 56.29     -17.2%
FCX          1/22/10   $  73.50  0.15  07/02/10 $ 58.41     -20.3%
CCJ          4/08/10   $  26.70  0.06  06/30/10 $ 21.60     -18.9%
BRK-B       2/18/09   $ 54.00           06/29/10 $ 80.50      49.1%
ETFC        5/06/10   $ 15.00           06/11/10 $ 13.50     -10.0%
AGQ          6/04/10   $ 55.00           06/10/10 $ 60.93      10.8%
GDX          2/17/10   $ 44.88           06/02/10 $ 50.21      11.9%
WMT        10/26/09  $ 50.00     .57  06/02/10 $ 51.28       3.7%
MCD        09/02/09  $  55.00  1.10  05/10/10 $  70.24     29.7%
KMB         09/29/09  $ 58.00  1.26   05/06/10 $ 61.47       8.2%
LLY          10/30/09  $  34.00   .98   05/06/10 $ 34.80       5.2%
ARLP       10/02/09  $  35.00  1.54   04/29/10 $ 48.50     43.0%
RIG         09/02/09  $  74.00           04/29/10 $ 78.56       6.2%
APWR      04/05/10  $   9.78           04/12/10 $ 10.00       2.2%
CHL          11/10/09 $  47.60           03/31/10 $ 48.11       1.1%
APWR      01/21/10  $ 14.00            03/26/10 $ 11.45    -18.2%
ETFC        02/23/10 $   1.50            03/26/10 $  1.60        6.7%
NLY          03/02/09  $ 13.50   2.54  03/23/10 $ 18.15     53.3%
ETFC        11/24/09  $  1.64            02/05/10 $  1.47     -10.4%
SPWRA    11/17/09  $ 22.56           02/05/10 $ 19.88    -11.9%
SU              8/27/09  $ 31.00    .17  02/03/10  $ 31.00      0.5%
KMP         11/20/08   $ 44.00  5.25  01/29/10  $ 62.79    54.6%
COP         02/17/09   $ 43.10  1.91  01/22/10  $ 51.50    23.9%
GDX         10/28/09   $ 43.00  0.11  01/22/10  $ 43.75      2.0%
PM             7/21/09   $ 44.17  1.16  01/05/10  $ 49.37    14.4%
APWR        9/01/09   $ 8.00            01/05/10  $ 18.15   126.9%

2010 Average Gain/Loss on sold positions: 11.9%

S&P500 Closing price on 12/31/09           1115.10
S&P 500 on 12/31/10                                 1257.64

We update this page weekly.

Our annual results do not include interest on funds not invested.  We are not always fully invested.  This is part of our disciplined approach to investing.

Does any other website or stock service offer these kind of verifiable results?

No, just big promises, with no accountability.

A few offer an annual recap after the fact.  When it is too late to realize you were taken to the cleaners.

Past Results Home Page

Long Term Current Results

2009 Performance

Model Portfolio

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