This article originally appeared on RealMoney.com on Sept. 3, 2014 at 3:00 p.m. To read more content like this AND see inside Jim Cramer's multi-million dollar portfolio for FREE... Click Here NOW.
Since our last update a month ago, the Gad Winning Value Portfolio has added nearly 4 percentage points to its year-to-date gains, on par with the S&P 500's July performance. While the portfolio is still trailing the S&P overall, the results are satisfactory to me.
One very unique attribute of the Winning Value Portfolio is that it's a portfolio with virtually no expense structure. In other words, the returns you see below would actually be the net returns to the investor after all associated expenses -- and, in today's investment-management world, that's not a meaningless point. At the beginning of each year, 10 securities are selected and equally weighted in the portfolio, and no further trades are made during the year unless a business becomes affected by a legal malfeasance, a regulatory issue or something similar. So the total expense of the portfolio essentially comprises the commissions incurred in buying the securities and in selling them at year-end.
As of Tuesday's close, the Winning Value Portfolio was up approximately 6.5% for 2014, as compared with a positive 9.7% for the S&P 500 and 8.8% for the Wilshire 5000.
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