The Daily Workshop
Report
by Robert Sheard
(TMF Sheard)
LEXINGTON, KY. (Aug. 14, 1997) -- Over the last week, the major indices
have given back roughly 4% -- not a major correction. But what kind of effect
has it had on this year's mythical Technology Fund? None that you'd notice.
The Technology Fund is my theoretical portfolio that has held the fifteen
largest high-tech stocks from the beginning of 1997. Of the fifteen, only
two are lagging the market -- SEGATE TECHNOLOGY <% if gsSubBrand = "aolsnapshot" then Response.Write("(NYSE: SEG)") else Response.Write("(NYSE: SEG)") end if %> and CISCO
SYSTEMS <% if gsSubBrand = "aolsnapshot" then Response.Write("(Nasdaq: CSCO)") else Response.Write("(Nasdaq: CSCO)") end if %>. The rest are combining for a phenomenal performance
over the past seven and a half months.
Here, then, are the results, ranked in order of return. Results include neither
trading costs nor dividends.
205% Dell Computer (DELL) 181% Applied Materials (AMAT) 94% Compaq Computer (CPQ) 89% Texas Instruments (TXN) 85% Sun Microsystems (SUNW) 83% Lucent Technologies (LU) 65% Microsoft (MSFT) 46% Intel (INTC) 38% Oracle (ORCL) 38% Hewlett-Packard (HWP) 37% Int'l Business Machines (IBM) 33% Motorola (MOT) 30% Computer Associates (CA) 21% Cisco Systems (CSCO) 11% Seagate Technology (SEG)
The overall portfolio gain is a stunning 70% versus a 25% gain for the S&P 500. And of the fifteen, the five that sported the highest Relative Strength rankings in January are doing even better, up a mammoth 84%.
Fool on!
Monthly Growth Screens (Jan. 3 to present) 62.95% Relative Strength 28.84% Investing for Growth 23.63% S&P 500 Index 22.52% YPEG Potential 15.82% Low Price/Sales 15.72% EPS Plus RS 11.27% Unemotional Growth 3.26% Formula 90 Annual Value Screens (Jan. 1 to present) 23.17% Dow Jones Ind Avg 20.77% Dogs of the Dow 19.18% Beating the S&P 17.85% Unemotional Value 17.85% Beating the Dow 17.81% Dow Combo 8.56% Foolish Four