Morning Matters Portfolio 2019 Final Results
For 2019, the S&P 500 gained 28.88% while the Russell 2000 gained 23.72%. The Morning Matters Portfolio gained 18.23% for the year. We are now 67% invested which in theory means the portfolio should be up 19.34% if the S&P 500 is up 28.88%. So we are now lagging our benchmark relative to the percentage invested.
The portfolio is now 67% invested long, 0% short and 33% in cash, net long 67%. For 2017, the value of the portfolio was 970.84%. For last week. Run as 12 stock portfolio it is up 506.90% through year end.
For a listing of all trades both open and closed simply look under Portfolio on the left hand side of the website.
Current names include Ford (F) Viacom (VIAC) Blackberry (BB) China via FXI AT&T (T) Micron (MU) Google (GOOGL) and Walt Disney Inc. (DIS).
Dividends are not included in our results unless there is a special one time payment.
We positioned in late December of 2018 that, "Markets are setting up for an epic buying opportunity last seen in 2015 or 2011". That has proven to be correct but the easy money is in. We will weigh in on 2020 over the weekend.For the first day of the year the portfolio gained 0.90%! A good start to the year.
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