Jubak Picks 50 Portfolio

07/11/2009 3:40 pm EST


Jim Jubak

Founder and Editor, JubakPicks.com

This long-term, buy-and-holdish portfolio is based on my 2008 book The Jubak Picks. In that book I identified ten trends that were strong enough, global enough, and long-lasting enough to give anyone who invested in them a good chance of beating the stock market averages. To make things easier for the average investor I picked 50 stocks that are well-positioned to ride those trends. This portfolio has only been around since December 30, 2008 but that's long enough to get tested by the near bear market of 2011. In its first year, 2009, The Jubak Picks 50 portfolio gained 57.8% versus a gain of 28.3% for the S&P 500. Year two, 2010, the portfolio gained 20.1% versus 15.01% for the S&P 500. Then in 2011, the portfolio lost 18.6% versus a 2.1% gain for the S&P 500. Year four, 2012, the portfolio gained 6.6% versus 16% for the S&P 500. Total for four years comes to a gain of 64.4% for  the Jubak Picks 50 portfolio versus 72.3% for the S&P 500. This is a much less active portfolio than my Jubak’s Picks portfolio; I anticipate turning over less than 10% of the portfolio annually. I made my adds and drops for 2013 on May 3, 2013 http://jubakpicks.com/2013/05/03/10-long-term-picks-in-a-short-term-market/
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