Looking Back on 2010 Stock Selections

In 2010 we had the following stock selections:

  1. Canadian Imperial Bank (ADR)
  2. Alcoa Inc.
  3. Oracle Corporation
  4. LG Display Co Ltd. (ADR)
  5. Exelon Corporation
  6. CNOOC Limited (ADR)

A portfolio of these six stocks, including dividends, would have returned 1%.  If you exclude LG Display, which turned out to be a dog with almost a (40%) one year decline, the portfolio returned 9%.  Thankfully no one selected LG Display, which was hit hard by the commoditization of the display market.

If you had picked SPY, the ETF that mimics the S&P 500, you would have returned 15% including dividends over that same period (9/1/10 – 9/1/11).  You can see the spreadsheet here.

As Dan would say it, the “dartboard” beat me on the 2010 picks.  My stocks were 1/2 international which underperformed the S&P relative to that time period.  Not that it is an excuse, and we always are open about portfolios and performance so that scrutiny might improve performance.


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