2009 Investing In Review

At the beginning of the year we set up some hypothetical portfolios. Rather than review them in individual detail, lets just look at some performance.

One S and P 500 index fund, symbol spy, was us up 25.48% for 2009.

Fortune Magazine picked 10 stocks for 2009.

Here is how it did:

Name	Symbol	Last price	Mkt value	Gain
Altria Group, Inc.	MO	19.79	1290.476	289.1662
Annaly Capital Management, Inc.	NLY	17.41	1082.293	82.293
Dell Inc.	DELL	14.54	1388.325	388.3248
Devon Energy Corporation	DVN	76.57	1107.645	107.645
Diamond Offshore Drilling, Inc.	DO	101.17	1653.456	653.456
Fluor Corporation (NEW)	FLR	46.01	993.5824	-6.4176
Johnson & Johnson	JNJ	64.68	1065.986	65.9855
Medco Health Solutions Inc.	MHS	65.11	1509.554	508.8442
Pfizer Inc.	PFE	18.93	1016.821	16.821
Potash Corp./Saskatchewan (USA)	POT	112.2	1466.92	466.92
Cash		397.26	12972.32

So we are 29.72 % which beats the S and P Fund by 4.24% which is impressive. Notice that half of the stocks beat the S and P and half did not. So you can see the risk.

This was the best of our portfolios. The bond weighting in the others pulled them down. International exposure was great.

Now we will see what 2010 will bring.