A True Legend
Peter Lynch is best described as a growth/value investor. And his 29.2% annualized return over 13 years at Fidelity makes him the greatest mutual fund manager of all time. But what made him a true legend?
After stepping down from the Magellan throne, Lynch shared his secrets with retail investors.
His best-selling books, One Up On Wall Street and Beating the Street, laid out his investment process in clear and concise detail. Through these works, he taught small investors how to achieve market-beating success by using knowledge they already possessed.
The Peter Lynch Portfolio 29 newsletter seeks to replicate Lynch’s process by selecting high quality stocks meeting the legend’s proven criteria. The publication is issued monthly. It alerts subscribers to new buys and sells and maintains an up-to-date track record of all current and closed positions. After thoroughly researching Lynch’s work and trade history, we constructed the newsletter portfolio to concentrate on two areas:
• Stalwarts – medium growers with consistently profitable track records, modest debt, high correlation between stock price and earnings, and priced at a discount to their earnings line. Lynch sought to achieve 30-50% from these investments.
• Fast Growers – smaller enterprises demonstrating top end earnings growth, consistent revenue trends, healthy balance sheets, and undervalued prices relative to growth. This is the land of ten baggers that made Peter Lynch a household name.
Our Money Is In Every Stock
GuruFocus President, Dr. Charlie Tian, puts his personal investment dollars behind each and every Portfolio 29 recommendation. All trades are placed in his own account after each issue is released to ensure that favorable prices are not achieved ahead of subscribers. This is the only GuruFocus publication backed by his full monetary support.
The idea behind GuruFocus is exactly as Isaac Newton said: “If I have seen further it is by standing on the shoulders of giants.”
The Peter Lynch Portfolio 29 newsletter does just that. It takes the proven formula and philosophy of one of the greatest investors of all time and applies it to today’s markets.
If Lynch’s success with the Magellan Fund is any indicator, these stocks will be our best chances for “ten bagger” returns.
Get full access to this newsletter for only $99/year.
|Symbol||Price||Change||Cost per Share||Quantity||Value||Gain (%)||Gain ($)||Value Weighting||Dividend Earned Since Purchase||52-W Range|
|XLNX||39.28||0.32 (0.82%)||37.27||81||3181.68||5.39%||162.81||3.22%|| |
|AAPL||112.98||0.58 (0.52%)||107.54||0||0||5.06%||-||0%|| |
|WMT||88.51||0.21 (0.24%)||86.58||0||0||2.23%||-||0%|| |
|PCP||207.85||-1.06 (-0.51%)||201.01||15||3117.75||3.4%||102.6||3.15%|| |
|CR||57.42||-0.23 (-0.40%)||53.51||56||3215.52||7.31%||218.96||3.25%|| |
|KELYA||15.94||-0.06 (-0.38%)||15.38||200||3188||3.64%||112||3.23%|| |
|VIAB||67.80||-0.81 (-1.18%)||68.66||44||2983.2||-1.25%||-37.84||3.02%||0.33|| |
|BEN||53.31||-0.91 (-1.68%)||53.45||55||2932.05||-0.26%||-7.7||2.97%|| |
|TUP||61.38||-1.34 (-2.14%)||59.99||50||3069||2.32%||69.5||3.11%|| |
|IBM||155.87||0.48 (0.31%)||159.48||19||2961.53||-2.26%||-68.59||3%|| |
|HFC||33.92||0.98 (2.98%)||36.53||82||2781.44||-7.14%||-214.02||2.81%|| |
|KN||21.12||-0.49 (-2.27%)||18.64||161||3400.32||13.3%||399.28||3.44%|| |
|EMR||58.12||-1.69 (-2.83%)||58.05||52||3022.24||0.12%||3.64||3.06%|| |
|JCI||47.60||-0.43 (-0.90%)||45.74||66||3141.6||4.07%||122.76||3.18%|| |
|JEC||39.79||0.19 (0.48%)||46.46||65||2586.35||-14.36%||-433.55||2.62%|| |
|VMI||120.85||0.57 (0.47%)||130.66||38||4592.3||-7.51%||-372.78||4.65%||0.375|| |
|KMT||31.92||-0.20 (-0.62%)||36.80||82||2617.44||-13.26%||-400.16||2.65%|| |
|CBI||38.79||-0.10 (-0.26%)||45.40||110||4266.9||-14.56%||-727.1||4.32%||0.07|| |
|SLB||82.00||-0.14 (-0.17%)||85.81||35||2870||-4.44%||-133.35||2.9%||0.9|| |
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