1.01.2008

2007 PUNCHED


The year is done and here are the stats:


SPX +3.5%

DJIA +6.4%

NAZ+9.8%

NDX+18.7%

RUT -2.7%

MID +6.7%


Large Value-FLAT

Large Growth +11%

Small Value -13.7%

Small Growth +11.8%


MSH +9.6%

XLK +14.6%

SMH -3.5%

HHH +13%

AAPL +133.5%

BIDU +245.9%

CSCO -1%

HPQ +22.6%

GOOG +50.2%

RIMM +166%



OIH +40.2%

XLE +35.3%

VLO +36.9%

XTO +36.5%

XOM +22.3%


BKX -24.6%

XBD -14.2%

GS +7.9%

IAI -4.9%

MER -42.3%

BSC -45.7%

CME +34.6%

ICE +78.4%

TROW +39.1%


HGX -38.9%

IYR-20.8%

RMZ-20.2%

RLX -17.9%


HUI+21%

SSRI+18.8%

PAAS+38.8%

FCX +83.8%

BHP +76.2%

GLD +30.5%

SLV+14.2%

GDX+14%


MGM +46.5%

LVS +15.2%

WYNN +19.5%


DFX +21.5%

ITA +27.1%


EEM +31.6%

EFA +7.2%

EWA +22.6%

EWH +36%

EWZ +72.3%

FXI +52.7%


Note: Most if not all of the above country funds had large dividends which are not included in the annual return.


Clearly it was the year of the stock picker as owning SPX tech would have been ok but owning AAPL GOOG BIDU and RIMM would have been a lot better. Then again, the oil patch was pretty consistant and owning OIH/XLE was fine.


Next year- 2008- Look for a rebound in financials/real estate/ retail later in the year and metals/energy/ags to continue to do well.


And how did Cramer do with his top picks for 2007:


MO +15.2%

NYX -9.7%

LVLT -45.7%


He clearly would have been better off buying the DJIA and left us alone all year and of course his DJIA year end forecast was 14,500+. Just a bit off.


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