Stock-Picking Contest for 2012: Outperformed the S&P 500
Posted on | January 6, 2013 | No Comments
I finally had a chance to review the end-of-year distributions for the ETFs I had selected for the stock-picking contest. Good news: my picks outperformed the S&P 500 by 0.36 percentage points. If I were an official contestant, I would have come in second! Here is a link to the results of the actual contestants: Best Stock Pick Competition Q4.
These are my results:
For some background on the rationale for the ETFs I chose, earlier results, and my suggested improvements for this year, see the following posts:
- Original Thesis: link
- First-Quarter Results: link
- Second-Quarter Results: link
- Third-Quarter Results: link
- Detailed Review of CY2012 and my CY2013 recommendations: Improvements To The Diversified ETF Portfolio That Beat The S&P 500 In 2012
The last link above lists my picks for this year and the logic behind them. I selected five ETFs. If I had to select only four, I would keep the equity holdings and give up on the bond holding. The four equity holdings for 2013 would be as follows:
Guggenheim S&P 500 Equal Weight
- Ticker: RSP
- Expense Ratio: 0.4%
- Yield: 1.47%
Vanguard MSCI Emerging Market ETF
- Ticker: VWO
- Expense Ratio: 0.20%
- Yield: 3.39%
Vanguard REIT Index ETF Shares
- Ticker: VNQ
- Expense Ratio: 0.10%
- Yield: 3.41%
ETRACS Linked to the Wells Fargo Business Development Company Index
- Ticker: BDCS
- Expense Ratio: 0.85%
- Yield: 7.14% (variable)
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