SPDR S&P 500 ETF Trust (SPY), Pandora Media Inc (P): Why “The World’s Greatest Growth Portfolio” Continues to Outperform the Market

Page 1 of 2

At the beginning of 2012, I decided the most honest and effective way to help the world invest better was to publicly show how I go about making decisions for a public portfolio aimed at innovative growth companies. The intent is to hold each company for at least a year and recalibrate only with each new year.

8 Sector ETFs for 2013

Since then, an investment of $50,000 would have grown to $67,900 — or $5,500 more than if it had just been invested in an SPDR S&P 500 ETF Trust (NYSEARCA:SPY). Read on to see what major developments have occurred with the companies in the portfolio and how you can find out which of these 13 stocks are great buys right now.

Core
Company Allocation Jan. 1st Balance Current Balance Change
Baidu 11.5% $115.00 $107.07 -6.9%
Google 11.5% $115.00 $143.18 24.5%
Amazon.com (NASDAQ:AMZN) 11.5% $115.00 $125.35 9%
Whole Foods 11.5% $115.00 $129.03 12.2%
Tier One
Starbucks 7.5% $75.25 $90.75 20.6%
Apple (NASDAQ:AAPL) 7.5% $75.25 $58.47 -22.3%
Intuitive Surgical 7.5% $75.25 $77.21 2.6%
IPG Photonics 7.5% $75.25 $67.20 -10.7%
Tier Two
3D Systems (NYSE:DDD) 5% $50.00 $61.15 22.3%
LinkedIn 5% $50.00 $74.90 49.8%
Stratasys (NASDAQ:SSYS) 5% $50.00 $51.25 2.5%
Westport Innovations 5% $50.00 $53.55 7.1%
Lululemon Athletica (NASDAQ:LULU) 5% $50.00 $40.60 -18.8%
Year to Date $1,000.00 $1,079.70 8%

Source: YCharts. Because this portfolio is focused on capital appreciation, dividends are not accounted for in either individual stock or market returns.

Major developments
During June, two of the 13 companies in this portfolio made major announcements. The first was apparel company Lululemon. Although its quarterly report was impressive — showing a 21% jump in revenue while earnings were basically flat due to the company’s embarrassing Luon pants fiasco — it was another revelation that caught investors off-guard: CEO Christine Day is stepping aside.

As best people can tell, Day really is leaving for “personal reasons.” Investors are worried that without Day, whose track record at Lululemon is beyond impressive, ┬áthe company may lose the momentum it has built over the last five years. That helps explain why shares were down more than 20% in the days following the announcement.

The other major development came from 3-D printing company Stratasys. I have long said that I favored Stratasys over rival 3D Systems (though I own both) because I like the former’s focus on fewer, more strategic mergers.

Well, Stratasys made its second major purchase in the past year, announcing that it would be merging with Makerbot for $400 million in stock.

Page 1 of 2
Comments
Insider Monkey Small Cap Strategy
Insider Monkey Small Cap Strategy

Insider Monkey beat the market by 52 percentage points in 24 months. Our beta is only 1.2 (don't click this link if beating the market isn't important to you).

Lists

The Best B-Boy Movies

Most Awesome Hip Hop Documentaries

Foods That Stain Your Teeth

Richest Doctors in the World

The Best Movie Sountracks Ever

The Highest Grossing Musicals on Broadway

The Most Successful Reality TV Stars

Cheapest Cities to Visit in the US

Most Expensive Summer Camps

Most Expensive Animals in the World

Most Expensive Specialty Crops in the World

Movies That Took Ages to Make

The Longest Hollywood Films Ever Made

Most Expensive Concert Stages

The Richest Bands of all Time

10 Most Corrupt Countries 2013 List

10 Countries with the Highest Quality of Life Index

Most Expensive Mattresses in the World

5 Smallest Countries by Land Area

The Ultimate Heartbreak Songs

Richest Teenagers in the World

10 Most Haunted Places in America

10 Best Places to Retire in Florida East Coast

Top 10 Places to See Before You Die

Top 8 Countries in the World Where Justice Prevails

10 Richest States in America

15 Wealthiest Countries in the World

Richest Singers in the World

Most Expensive Tasting Menu in New York City

Most Expensive Baby Items in the World

Most Expensive Hotel Suites in Vegas

Most Expensive Brunch in New York City

Most Expensive Beef Cuts in the World

25 Best Colleges to Get a Job

Top 10 US Supermarkets

The 25 Most Dangerous Cities in the World to Visit

Most Expensive Xbox Games

Top 11 Cities Where Billionaires Live

Top 10 Most Charitable Companies in America

Most Expensive Seafood in the World

The 10 Wildest Conspiracy Theories

The 10 Best Job Markets in the US

Top 10 Accounting Scandals of All Time

The 25 Biggest Cities in the World

Top 10 Best Paying Virtual Jobs

Most Expensive Leather Shoes in the World

Top 6 Things to Buy in March

The 10 Most Stressful Jobs in America – 2014 List

Top 10 Jobs for Introverted People

Top 10 Honeymoon Destinations in the World

Subscribe

Enter your email:

Delivered by FeedBurner

X

Thanks! An email with instructions is sent to !

Your email already exists in our database. Click here to go to your subscriptions

Insider Monkey returned 47.6% in its first year! Wondering How?

Download a complete edition of our newsletter for free!