Category Archives: InvestorPoet

Stock List Review: InvestorPoet’s 8 Core Stocks

This is a one-year performance recap of the stocks mentioned in an article published on March 29, 2010 generated by InvestorPoet of Poetic Portfolios blog.
Company Symbol March 29, 2010 March 28, 2011 % change
Costco Wholesale COST $59.36 $71.26 20.05%
AT&T T $24.91 $29.36 17.86%
ADP ADP $43.15 $50.35 16.69%
Markel MKL $372.70 $405.12 8.70%
Pepsico PEP $64.57 $64.34 -0.36%
Proctor & Gamble PG $61.82 $60.66 -1.88%
Johnson & Johnson JNJ $62.52 $59.24 -5.25%
Intel INTC $21.65 $20.34 -6.05%
Average - - - 6.22%
Dow Industrial Average - 10895.86 12197.88 11.95%
S&P 500 - 1173.22 1310.19 11.67%
The average total return for this portfolio over the last year was 6.22% while the median was 4.17%. Only three of the stocks exceeded the return of the major indexes while the remainder of stocks registered modest gains or slight losses over the last year.
*All 2010 stock prices are adjusted to reflect dividends and splits. Date range is March 29, 2010 to March 28, 2011
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