For those wondering which stocks we like at any given time, the Bespoke Model Portfolio at Bespoke Premium is where to find them. Since inception in May 2007, our Model Portfolio is down 3%. Over the same period of time, the S&P 500 is down 28%. A $100,000 investment in the Bespoke portfolio is now worth $97,000, while a $100,000 investment in the S&P 500 is now worth just $72,000. A few of the big winners in the Portfolio this year include Apple, which we added at a price of $87, Google (added at $333), Nordstrom (added at $22.10), and Goldman Sachs (added at $87 and removed today). Obviously there have been stocks that have gone down in the Portfolio, but we are always able to limit downside risk by setting stop prices on every position. These stop prices helped limit losses during the bear market, and they also don't allow you to get "attached" to stocks. Our cash position in the Portfolio essentially shows our "macro" view of the overall market as well.
Today we added eight new stocks to the Bespoke Model Portfolio. To view these new additions and also begin receiving our renowned Premium research reports, click here to subscribe to Bespoke Premium today.
