Early this year, I presented my 2007 portfolio, which will be evaluated on December 31, 2007, in relation to the performance of the S&P500 index.
I am now going to present my 2008 portfolio, which is to be tracked over the remaining 13+ months between now and the end of 2008, again in relation to the S&P500 index. The hypothetical portfolio of $100,000 will be invested in exchange-traded securities and mutual funds that reflect what I believe to be an optimal portfolio construction for 2007. We will, at the end of the period, see how the portfolio tracks the broader market. Dividends will be re-invested.
So the portfolio is :
This is a simpler portfolio, with less emphasis on gaming, and more on fundamental value-based principles. The selections represent general principles and specific predictions outlined in the previously written articles :
I hereby sign and seal this portfolio, bought at the prices on November 9, 2007, to be evaluated on the last trading day before December 31, 2008.