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| Name | Symbol | Pick / Drop | Date |
|---|---|---|---|
| Pepsico Inc | PEP | Pick | 4/21/2009 |
| WR Berkley Capital 6.750% Trust Originated Pref Shs 26/07/20 | WRB-A | Pick | 2/13/2009 |
| McDonald's Corp | MCD | Pick | 1/13/2009 |
| USB Capital VIII | USB-G | Drop | 4/16/2009 |
| Petroleo Brasileiro ADR Reptg 2 Ord Shs | PBR | Drop | 4/10/2009 |
| Gorman-Rupp Co | GRC | Drop | 3/20/2009 |
| Index | 3-month | 1-year | 3-year | 5-year | From Inception* | Avg. Annual Return* |
|---|---|---|---|---|---|---|
| Portfolio | -3.6% | -33.9% | -16.2% | 47.5% | 204% | 9.37% |
| Nasdaq | -3.1% | -32.8% | -34.3% | -25.1% | 21% | 1.61% |
| S&P | -11% | -38.1% | -38.3% | -33.1% | 2% | 0.17% |
| Dow | -13.3% | -38.0% | -31.5% | -26.5% | 12% | 0.95% |
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See what financial books Jim Jubak is recommending.Jim's main portfolio, launched in May 1997, has doubled in the last three years, more than tripled in the past 10 years and continues to beat the major averages by a wide margin.
Totals through March 31, 2008. Chart updated quarterly. Last portfolio update: April 4, 2008. You can track how the individual stocks are doing here. *Jim Jubak launched this portfolio on May 7, 1997. Average annual return is the annual average compound rate of return for the portfolio calculated from inception.
Please note that Jubak's Picks recommendations are for a 12- to 18-month time horizon. For suggestions to help navigate the treacherous interest-rate environment see Jim's Dividend stocks for income investors. For picks with a truly long-term perspective, see Jubak's 50 best stocks in the world or Future Fantastic 50 Portfolio.
