re: Let's do a top 5 equity portfolio for 2018

VTTSX baw


Never mind those 10% bonds

I think people will have a ton of money in their pockets in 2018. Car sellable will go up. People will be using lots of CC and oil demanded will raise. BP is still well undervalued from the spill. GEs O&G divisio will no longer be a drag. And Att is going to rule with their infrastructure.

If we’re still playing...
AUPH
XXII
TSRO
FCAU
NTDOY

Amzn
V
FB
BP
HD

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You say you're counting dividends but then you say overall "gains" determines the winner.

How do those two statements go with each other?

Is it total return as a percentage of the starting price that will determine the winner?

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The way I'm picturing it in my head is, if we all started with 1,000 and invested in what we stated at the beginning of the year, then the winner would have the best percentage return on that initial balance. So the dividend would count. Whether we consider those automatically reinvested or not, I don't know.

Okay, thanks.

If I could make a suggestion, you could use the Morningstar website to give the YTD total performance of each poster's 5 stocks. I'm pretty sure their computation includes reinvesting the dividends to arrive at the total return.

Here is a link to that page: LINK

You just have to input each stock symbol separately and use the "Performance" tab on the page. Scroll down to the second chart which has the YTD return shown.

Great. All you'd have to do manually is set up a spreadsheet with each poster's 5 stocks and their Morningstar total return, add up the 5 total return percentages and divide by 5 to get the average total return for each poster's picks.

If it's not too late I'd like to give my five picks:

AMZN
T
JPM
XOM
IBM

GE
MSFT
V
BA
AMZN

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RAI

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I can't get "RAI" to come up on Morningstar.

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I can't get "RAI" to come up on Morningstar

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Not sure why MS don’t have it, it’s just Reynolds American, I was hesitant to add that one to my list

The street