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Momentum portfolio 2013

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SimonPB
Valued Contributor
The stocks in order are;
Top40; ASR, WHL, MPC, APN & IPL.
Mid Cap; BAT, CML, LHC, RMI, OMN & AVI.

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13 REPLIES 13
Limitless
Contributor
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Tommy_Gun
Not applicable
What was the overall performance of the portfolio in 2012?
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SimonPB
Valued Contributor
I haven't done final calcs (will do for webinar on 14th) .. but back of matchbox it seems to be around 45% ..
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Jacques_1
Frequent Contributor
For the midcap are these the same as what they use in RMBMIDCAP ?
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SimonPB
Valued Contributor
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fressa
Regular Contributor
Simon, is there a small cap portfolio?
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SimonPB
Valued Contributor
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WR
Regular Contributor
in essence industrials...
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SimonPB
Valued Contributor
yip, and if 2013 is the year of rotation into resources (an hence they out perform) it will suffer ..
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DR_1
Super Contributor
Ai...you sound like Naas Botha...always..."but on the other hand Darren".....
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DR_1
Super Contributor
Stxind....evens out the odds..
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kwagga
Super Contributor
Can`t help but wonder if the momentum will persist in 2013. Can`t help but think we need a healthy correction on some of these top performers to build up a base for continued performance.Some of these at pe`s of 25+ needs to come down a bit. You can see clearly what the market thinks offers value on a day like yesterday - resources.
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SimonPB
Valued Contributor
kwagga & DR .. that all too much thinking an defeats the point of 'price is the only truth' ..
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