Top Ten Portfolio – A Reboot for the New Year

Portfolio Value At Beginning Of 2020 Was $605,204

eResearch | With the war drums beating and then receding after an assassination and a ballistic missile response coupled with a downed commercial airline, we are starting out 2020 with a cautious stance. Although recessionary fears for the United States in 2020 have receded, there are still ominous signs that a possible economic slow-down could yet occur. Markets, as usual, remain volatile, so nothing new there. The political environment in the United States remains prickly and tensions could escalate quickly as the impeachment proceedings play out. Europe has its own particular problems to face in 2020. All of this makes for a vigilant investor. But that is as it should be.

Portfolio Performance Benchmarks

Our initial investment at the beginning of 2019 was $500,000. We will continue to assess our Portfolio’s performance using that benchmark. However, we will also compare our performance from the beginning of 2020 when the Portfolio had a value of $605,204.

Current Portfolio

2020-01-13 Top 10 Porfolio - portfolio
Source: eResearch

Portfolio Performance Comparison

2020-01-13 Top 10 Porfolio - Performance
Source: eResearch

You can read our comprehensive report here: TopTen_January 11, 2020

//

About Bob Weir 3242 Articles
Bob Weir has over 50 years of investment research and analytical experience in both the equity and fixed-income sectors, and in the commercial real estate industry. He joined eResearch in 2004 and was its President, CEO, and Managing Director, Research Services until December 2018. Prior to joining eResearch, Bob was at Dominion Bond Rating Service (DBRS).