Flat in 2012
In 2012, this portfolio had 21 active picks and largely market performed. The portfolio lost 9 points from 263 to 254. Accruacy fell from 54% to 51%, as on the margin these stocks did not keep up with the S&P 500.
As I'm absurdly busy this year, I've done even less research. I'm dropping BEN, VALE and PBR. I'm adding 8 new positions that are my CAPS Undefeated Picks. Each one has 100 All-Star outperform rankings, and no All-Star underperform rankings. It's actually a pretty rare feet for CAPS, so I'm surprised there are 8 entries today.
With >25 entries, I'm hoping this year the portfolio will return to outperformance. Good luck fools!