Stocks are up 1% including dividends with just a day to go in Q1. Here is how the models look:
Top 20 continued to give up its recent gains, though it is still enjoying a strong month after a weak start to the year. For the week, the model fell 1.58% compared to a 0.44% drop in the S&P 500. For March, Top 20 is up 2.1% compared to the S&P 500 being roughly unchanged. EZPW and WFMI both declined more than 5%, and five other names fell 3-5%. 3 of the holdings rose by 3% or more.
Conservative Growth/Balanced had a very strong week, rising 0.53% while the benchmark of 60% stocks and 40% bonds fewl 0.15%. For the month, it is up 2.4% compared to the index being unchanged roughly. 8 of the 12 stocks rose despite pressure on the market, with no stocks moving more than 3% in either direction.
Reminder
We will continue to manage both models through 4/15, but Invest By Model will close at that time. We will not be adding any new names to either portfolio but may reallocate. There are no earnings reports scheduled between now and 4/15 for any holdings in either model, but there could be pre-announcements. You are welcome to check out www.420Investor.com, which is currently $42 per month (and expected to rise in the near future), with a full refund offered within 30 days. I am sorry that I don't have any referrals that I can make.
