In 2010 YTD my "Explore Portfolio" gained 20.4%!!
Happy New Year everyone!
Happy New Year everyone!
2010 was another great year for stock market investors. The Dow Jones Industrial Average gained and the S&P500 both had double digit returns. When you include dividends, the DOW and S&P500 gained 13.8 and 14.9%, respectively.
2010 was an even better year for "Kirk Lindstrom's Investment Letter" where my "explore portfolio" handily beat the S&P500 yet again with only 70% in equities!
After gaining 33.5% in 2009, my "explore portfolio" in 2010 gained another 20.4% to finish higher than it was at the end of 2007 and just a few points below its all time high.
The two "total portfolios" that I recommend for aggressive and conservative investors finished 2010 at new record highs! How many can honestly make that claim?
This shows how the "core and explore" portfolios are making new highs.
Since 12/31/98 "Kirk's Newsletter Explore Portfolio" is UP 212% vs. the S&P500 UP only 25% vs. NASDAQ UP a only 22% (All through 12/31/10)
In 2009, "Kirk's Newsletter Explore Portfolio" gained 33.5% vs. the DJIA up 1.8%
In 2010 YTD my "Explore Portfolio" gained 20.4%!!
In 2009, "Kirk's Newsletter Explore Portfolio" gained 33.5% vs. the DJIA up 1.8%
In 2010 YTD my "Explore Portfolio" gained 20.4%!!
vs. the DJIA up 13.8%
(the explore portfolio has 70% in equities and 30% in fixed income so the stocks are doing very, very well)
(the explore portfolio has 70% in equities and 30% in fixed income so the stocks are doing very, very well)





kirklindstrom.com
