A Solid Advance in My 'Winning' Portfolio


Sham Gad

 | Sep 03, 2014 | 3:00 PM EDT
  • Comment
  • Print Print
  • Print

Since our last update a month ago, the Gad Winning Value Portfolio has added nearly 4 percentage points to its year-to-date gains, on par with the S&P 500's July performance. While the portfolio is still trailing the S&P overall, the results are satisfactory to me.

One very unique attribute of the Winning Value Portfolio is that it's a portfolio with virtually no expense structure. In other words, the returns you see below would actually be the net returns to the investor after all associated expenses -- and, in today's investment-management world, that's not a meaningless point. At the beginning of each year, 10 securities are selected and equally weighted in the portfolio, and no further trades are made during the year unless a business becomes affected by a legal malfeasance, a regulatory issue or something similar. So the total expense of the portfolio essentially comprises the commissions incurred in buying the securities and in selling them at year-end....234 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

Read the full story and get access to the Real Money trading floor.
There’s no substitute for a trading floor to get great ideas, so Jim Cramer created a better one at Real Money and blogs there exclusively. Staffed with nearly 3 dozen investing pros, money managers, journalists and analysts, Real Money gives you a flood of opinions, analysis and trading advice found nowhere else, and allows you to interact directly with each expert.

Already a Subscriber? Please Login
Except as otherwise indicated, quotes are delayed. Quotes delayed at least 20 minutes for all exchanges. Market Data provided by Interactive Data. Company fundamental data provided by Morningstar. Earnings and ratings provided by Zacks. Mutual fund data provided by Valueline. ETF data provided by Lipper. Powered and implemented by Interactive Data Managed Solutions.

TheStreet Ratings updates stock ratings daily. However, if no rating change occurs, the data on this page does not update. The data does update after 90 days if no rating change occurs within that time period.

IDC calculates the Market Cap for the basic symbol to include common shares only. Year-to-date mutual fund returns are calculated on a monthly basis by Value Line and posted mid-month.