BOSTON (TheStreet) -- The all-star stock portfolio put together by S&P Capital IQ analysts for 2012 is outperforming this year's unpredictable market.
The research firm says its PowerPicks Portfolio, chosen by its analysts' at year-end 2011, "represent(s) the collective best ideas of its U.S. equity research staff" with the goal of "superior total return" for the coming year.
So far, so good.
Given that each of the firm's industry analysts make picks, the resulting portfolio of 20 stocks are from all 10 economic sectors comprising the benchmark S&P 500 Index. This year the PowerPicks rose an average of 14% at the end of the first quarter, versus the S&P 500's 12% gain. But they've done even better since, as they're up an average 14.2% through Monday, versus the S&P's 9.6% gain, and have outperformed the 12.8% return of the average large-cap growth mutual fund tracked by Morningstar. Each of the stocks in the portfolio carries at least a four-star ("buy") S&P rating and the majority a five ("strong buy"), under the firm's Stock Appreciation Ranking System (STARS), a qualitative stock-selection methodology based on fundamental research by S&P's equity analysts. Given that pedigree, the 20 stocks are all large-caps and leaders within their industry, and they tend to be dividend-paying multinationals. Seven of the companies have better than 20% gains this year, led by IT database systems conglomerate EMC (EMC), with a 34% jump. There were two stocks in the group with declines this year, although they're not worth fretting about. One is the second-largest oil company in the U.S., Chevron (CVX), down 3.8% this year on volatile oil prices, but with a 10-year average annual return of 11%; and the other is cereal and packaged foods behemoth General Mills (GIS), the owner of the Pillsbury and Cheerios brands, which is off 2.6%, but has a 10-year average annual return of 6.4%. Here are the 20 stocks that make up S&P Capital IQ's PowerPicks Portfolio for 2012 and their year-end target prices as set by the firm's analysts:
Select the service that is right for you!COMPARE ALL SERVICES
Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
24/7 market commentary from Jim Cramer and 20+ veteran Wall Street gurus. Get access to the latest trading ideas on stocks, options, and ETFs as well as a real-time forum to see the pros exchanging their investment ideas.
- Jim Cramer + 20 Wall Street pros
- Intraday commentary & news
- Real-time trading forum
- Actionable trade ideas
All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.
- Real Money + Doug Kass + 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV