When the going gets weird, the weird turn pro. - Hunter S. Thompson

08 November 2007

White Trash update

The market has its ups and downs, but White Trash just keeps on gittin'-r-done.

Since its inception in March 2007, the White Trash Portfolio is up 11.1%.

To refresh your memory, last spring we set up a model portfolio of the following stocks, and have been tracking its performance against major indexes on a periodic basis:
  • BFB - Brown-Forman Corp. Cl B
  • BUD - Anheuser-Busch Cos. Inc.
  • CHB - Champion Enterprises Inc.
  • F - Ford Motor Co.
  • GM - General Motors Corp.
  • IGT - International Game Technology
  • KO - Coca-Cola Co.
  • KFT - Kraft Foods (not part of original portfolio; spun off by Altria, but it clearly still belongs)
  • MCD - McDonald's Corp.
  • MO - Altria Group Inc.
  • WMT - Wal-Mart Stores Inc.
Over the same time period, exchange-traded funds (ETFs) tracking the major indexes performed as follows:
  • DIA, which tracks the Dow Jones Industrial Average, is up 6.9%.
  • SPY, which tracks the S&P 500, is up 3.2%.
  • VTI, which tracks the performance of the broad US stock market as a whole, is also up 3.2%.
  • IYC, which tracks the Dow Jones Consumer Cyclical index, is down 6.5%.

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