Nearly 30 years later, I feel the same low-dog April blues regarding my 10-stock portfolio.
Western Digital, Reinsurance Group of America and Tupperware Brands are a few stocks currently in my Neff-based portfolio.
My first mentor helped me to focus on my on-line portfolio of work.
My Greenblatt-inspired portfolio, however, is up 61%, or almost 7% annualized.
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Long suffering readers will remember that VIG, which requires its stock holdings to have at least 10 years of consecutive dividend increases, is my favorite ETF for long-term portfolio growth and a core holding of my ETF portfolios.
On May 21st, I bought enough TZA to result in my having a 15% stake in it, and 85% in my regular low-price stock portfolio.
When I reached base, I called my office and sold every small-cap stock I owned, half of my portfolio.
Click here for a look at the stocks that currently make up my 10-stock Neff-based portfolio.
China Mobile is a member of my Validea Professional 10-stock Asia portfolio, which is up 15.8% this year while the MSCI EAFE index is in the red.
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Ms. Whitman: I've gotten my arms around the portfolio of H-P products.
MetLife, a mid-teens performer bested my bank stock portfolio.
With the stock market up about 6 percent year-to-date, my bet is that many portfolio managers, particularly those who underperformed last year, will be taking profits this week from a very profitable first quarter of 2013.
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The current downturn, correction, whatever, is an opportunity to add to the large, long-term, solid dividend payers in my portfolio at cheap prices.
"I'm now spending 90% of my time with my existing portfolio companies, " says Warren Packard of Internet-backer Draper Fisher Jurvetson.
As for the bond market, the biggest surprise and disappointment is my portfolio of high yield paper stands upstaged by 10-year Treasuries and AA municipals which require no serious due diligence.
In my case, as a portfolio manager of municipal bonds at TIAA-CREF, I get asked about investing.
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My energy portfolio embraces Halliburton, Schlumberger (nyse: SLB - news - people ), Transocean and GlobalSantaFe.
My son, Dan Neiman, and I have been the co-portfolio managers since 2003.
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My portfolio covers copper, iron ore and coal, namely Rio Tinto--making new highs.
To finish the story, I made a decision in 1997 that my clients would earn their fair share of market returns through a portfolio of very low-cost index mutual funds and exchange-traded funds that track industry benchmarks.
My strategy included mostly index funds and ETFs in a diversified portfolio for clients based on their long-term needs.
My focus shifted from rates of return, leading market indicators, portfolio volatility, and news headlines to long-term goals and overall strategy.
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So there are reasons to expect the favorable season rally to continue, and I and my subscribers remain 100% invested in our Seasonal Timing Strategy portfolio, and 80% invested in our non-seasonal Market-Timing Strategy, enjoying the ride and expecting more gains ahead.
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