LinkedIn Corp (LNKD), Stratasys, Ltd. (SSYS), IPG Photonics Corporation (IPGP): 3 Stocks to Buy Now From “The World’s Greatest Growth Portfolio”

In January of 2012, I identified 13 stocks that would compromise an ideal growth portfolio. Since then, investors following along with me have turned $10,000 into $14,100 — a 41% increase, and $1,190 better than if they had just invested the money in the S&P 500.

LinkedIn Corp (NYSE:LNKD)

Every month, I look over these stocks to see which three are tempting. I call these my “Buy Now” stocks because I think they’re pretty good deals. Read the chart below to see how the whole portfolio has performed, check out my best buys and, at the end, I’ll offer up access to a special premium report on one of the 13 stocks included.

Company Allocation Jan. 1st balance Current balance Change
Baidu 11.5% $115.00 $116.50 1.3%
Google 11.5% $115.00 $141.80 23.3% 11.5% $115.00 $125.70 9.3%
Whole Foods 11.5% $115.00 $130.18 13.2%
Tier One
Starbucks 7.5% $75.25 $90.60 20.4%
Apple 7.5% $75.25 $61.93 -17.7%
Intuitive Surgical 7.5% $75.25 $78.41 4.2%
IPG Photonics (NASDAQ:IPGP) 7.5% $75.25 $78.18 3.9%
Tier Two
3D Systems (NYSE:DDD) 5% $50.00 $65.45 30.9%
LinkedIn (NYSE:LNKD) 5% $50.00 $73.85 47.7%
Stratasys (NASDAQ:SSYS) 5% $50.00 $49.30 -1.4%
Westport Innovations 5% $50.00 $57.10 14.2%
Lululemon Athletica 5% $50.00 $53.45 6.9%
Year-to-date $1,000.00 $1,122.44 12.2%

Source: YCharts. As this is a growth portfolio, dividend reinvestment has not been included in calculations, either for individual stocks or the market return as a whole.

This month represented a high point for the portfolio in terms of its 41% return thus far. It also extended its lead over the S&P 500, which has returned 29.1% over the same time frame.

But that doesn’t mean there aren’t deals to be had. I believe, of the 13 stocks in the portfolio, the following three are good buys right now.

LinkedIn Corp (NYSE:LNKD)
A stock that’s trading at 659 time earnings as a best buy? Really?

I know it sounds crazy, and I fully acknowledge that it’s possible LinkedIn Corp (NYSE:LNKD)’s stock could fall from its price today. But I don’t think that fall would be permanent, and while it’s possible the stock will take a further dip, its also just as possible that it won’t.