Today, September 15, 2008, represented just about a perfect day for buying new equity positons. I am going to present my 2009 portfolio, that will be tracked over the next 15.5 months between now and the end of 2009, in relation to the S&P500 index. My 2008 portfolio is still current, and will be evaluated at the end of 2008, so the start of this 2009 portfolio will overlap with the end of the 2008 portfolio. To assess my track record, my 2007 portfolio delivered a superb 13.3% return, relative to just 4.3% for the S&P500 over the same period.
For 2009, the portfolio is quite simple. I believe that small-cap value and financial stocks are at historically compelling valuations, and have no choice but to rise. A few major technology stocks are also at attractive valuations.
So the portfolio will be :
This captures the following trends from previous articles on The Futurist :
I hereby sign and seal this portfolio, bought that the closing prices on September 15, 2008, to be evaluated on the last trading day before December 31, 2009.