Holiday Portfolio: Some Sparklers, a Few Duds

For the Holiday Portfolio, this has been a year of fireworks with a couple of duds.

As summer enters full swing and we celebrate America's independence, it's time once again to take a look at TheStreet.com's Holiday Portfolio.

Although recent volatility has caused some indigestion, the stock market has generally enjoyed a good six months. The Holiday Portfolio's diversified nature should allow it to yield results that are roughly in line with the broader markets. With the help of a big energy performer, the portfolio is slightly ahead of the S&P 500, used as our benchmark here.

Before digging into specifics, let's review the purpose behind the Holiday Portfolio, now in its sixth iteration. ...