Thursday, June 21, 2007

Fortune 40: Stocks to Retire On

Will the Dow and the S&P 500 go back to their record-setting ways? Is the recent weakness the start of something much worse? With the fate of the bull market hanging in the balance, this is a perfect time to revisit the Fortune 40, the portfolio we've designed - and recalibrated annually - to help you thrive in markets both rocky and calm, and build for retirement.

Our 40 favorites turned in a banner year, trouncing even the S&P's glitzy performance. From June 2, 2006 to June 1, 2007, our diversified group returned 27.4%, compared with 21.5% for the S&P. Since its inception in 2002, the Fortune 40 has delivered an 18.3% annualized return, easily besting the S&P's 14.7%.
More from Fortune on

Fortune 40: In-Depth Slideshow

Six Supertrends ... and Six Superstocks

Ben Stein's Perfect Portfolio
This year, we've created five mini-portfolios: Growth and income; bargain growth; deep value; small wonders; and foreign value. Together they comprise a diversified portfolio.

We started with virtually the entire market and narrowed the field by running a grueling series of screens based on each experts' methods. We focused on companies whose shares appear cheapest relative to their long-term growth prospects. We combed through SEC filings, scoured analyst reports, and grilled large shareholders. We favored stocks that are also owned by fund managers with demonstrated records of success.

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