Shown below is a list of the stocks, mutual funds, and ETFs that we use in our model portfolios. We update this list every month, and we update the premium members' version of this list every week. Premium members can also elect to receive an email notice whenever a change is made to this list.
Stocks
| Name |
Ticker |
| Apple, Inc. |
AAPL |
| KKR Financial |
KFN |
| Emergent Biosolutions |
EBS |
| Micosoft |
MSFT |
| Google |
GOOG |
| Liberty Media |
LINTA |
| Dolby Labs |
DLB |
| Carmax Inc. |
KMX |
| Xyratex |
XRTX |
| Solarfun Power |
SOLF |
| Alaska Air |
ALK |
| Leapfrog Enterprises |
LF |
| The Pantry Inc. |
PTRY |
| SAIC Inc |
SAI |
| Ultra Clean Holdings |
UCTT |
| General Electric |
GE |
| Fastenal |
FAST |
| Cirrus Logic |
CRUS |
ETFs
| Name |
Ticker |
| Market Vectors Gaming |
BJK |
| China A Shares |
CAF |
| iShares Sweden |
EWD |
| S&P Home Builders |
XHB |
| iShares Mortgage Fund |
REM |
| iShares Microcap |
IWC |
| iShares Large Cap |
JKD |
| Claymore/Zacks Midcap |
CZA |
| Powershares Small Cap |
PJM |
| Telecom Holders |
TTH |
| SPDR Ulilities |
XLU |
| SPDR Technology |
XLK |
| SPDR Materials |
XLB |
| SPDR Healthcare |
XLV |
| SPDR Oil & Gas Exploration |
XOP |
| SPDR Retail |
XRT |
Mutual Funds
| Name |
Ticker |
| Fidelity New Markets |
FNMIX |
| Vanguard GNMA |
VFIIX |
| Vanguard 500 Index |
VFINX |
| Vanguard Emerging Markets |
VEIEX |
| Vanguard Total Stock Market |
VTSMX |
| Vanguard Small Cap Value |
VISVX |
| Vanguard Hi Yield Corporate |
VWEHX |
| Vanguard Inflation Protected Bonds |
VIPSX |
Our Top Picks represent a starting point for investors who want to gain exposure to the asset classes we use in our model portfolios. This list is not a blanket buy recommendation, because the current market price of these picks will determine whether they are fairly valued, over-valued, or under-valued. Investors should consider whether the current price of any of these Top Picks is too high to be an appropriate entry point.
