Sneak Peek: The Top 5 Portfolio

Sneak Peek: TSP Top 5 Portfolio

On occasion, TSP allows all visitors to "sneak a peek" inside one of our portfolios. This is not a promotional piece on the service, but rather a live look into what the portfolio owns at this very moment and how it is performing. This week, we let visitors take a look at the weekly roundup of the top performing TSP Top 5 Portfolio...

Give yourself (and your portfolio) a boost this year. Here's the link to Try the Top 5 Portfolio -- Free For 30 Days

 

Top 5 Portfolio Members:

For the second week in a row, we did not make any moves in the portfolio this week. With the market continuing to move higher, we decided to stick with our current positions and to wait for some sort of a pullback before putting on any additional long exposure.

The portfolio currently holds a modest cash position as we have 80% invested in our favorite "TopStocks" and 20% in cash.

Looking at performance, despite our cash position our concentrated portfolio was up about 1% again last week, is up +4.42% for the month, and is now up +5.06% for the New Year (vs. +3.13% for S&P and +1.89% for DJIA). Longer-term, the portfolios is up +113.19% from inception on 1/1/2006, while the S&P 500 has declined -7.89% during the same time frame. Thus, the portfolio has outperformed the market by +121.07%. And finally, over the last market cycle (beginning of the bear market), the portfolio has outperformed the S&P 500 by 23.87%.

Wishing you all the best for a profitable week.

David D. Moenning
Founder TopStockPortfolios.com

 

TopStock Top 5 Portfolio -- Performance Update

Results are as of the close of business Friday.

TopStocks Top 5 Portfolio Performance Summary

Period Top 5 Portfolio S&P 500 2006 +46.27% +13.62% 2007 +42.64% +3.53% 2008 -12.68% -38.49% 2009 +11.38% +23.45% 2010 +5.06% +3.13%   Cumulative Return +111.39% -8.79%

 

TopStock Top 5 Portfolio -- Current Positions

Below is a summary of the positions held in the portfolio as of Friday's market close.

TopStocks Top 5 Portfolio Current Portfolio Positions Sector/Stock Symbol % of Port Cost Basis Industry Top Stock Rating New Member Rating Consumer Discretionary Johnson Controls JCI 15.0% $28.49 Maunfacturing Auto Parts 9.6 Hold Materials Cabot Corp CBT 15.0% $26.30 Diversified Chemicals 10.0 Hold Technology Apple AAPL 20.0% $194.86 Computer Hardware 4.0 Hold Consumer Staples Hansen Natural HANS 15.0% $39.03 Soft Drinks 4.8 Hold Health Care Intuitive Surgical ISRG 15.0% $326.15 Health Care Equipment 4.9 Hold Current Cash Reserve 20.0% TopStock Rating: The TopStock Rating indicates the combined score of our proprietary Earning Strength and Company Performance models. The rating scale is 0 - 10.0 with 10.0 being the highest.   New Member Rating: Our "New Member Rating" (the last column on the right) is designed to let members know our current view on each stock - assuming we do NOT currently hold the position. Buy: We would be willing to buy the stock at current levels. Accumulate: We would be willing to start to accumulate a position in the stock at current levels. However, we would not want to buy a full position at the current time and would look to add to a "starter position" on weakness. Hold: We are willing to hold the stock, but we would not be buyers at this time. Sell: We are not happy with this position and are looking for an exit point. Cost Basis: If the portfolio holds multiple positons in a stock, the Cost Basis will reflect the average cost. In addition, the Cost Basis have been adjusted for dividends.   Ownership Disclosure: At the time of publication Mr. Moenning and/or affiliated companies own long positions in all the companies mentioned. Positions may be bought or sold while this publication is in circulation without notice.

 

About the TopStock Top 5 Portfolio

The management strategy for the TSP Top 5 Portfolio is really very simple… We start with the concept of “own the best and ignore the rest” and then take it up a notch (or three). In short, we select just one stock from each of the market's top 5 sectors and hold these stocks until either (1) the stock breaks down into a downtrend or (2) a higher ranked stock becomes available.... who says profitable investing had to be