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Meyerowitz Model Stock Portfolio |
Mark Meyerowitz,Owner,
Meyerowitz Investment Management
Mr. Meyerowitz has been investing since high
school, in the 1970s.
After graduating from Brandeis University in 1977; Mark built up his small family business into a large local retailing company.
From the mid 1990s to early 2003, Mark was a broker with Smith Barney and with Edward Jones; two of the largest invest firms in the nation.
Mark and his family have lived in West Orange, NJ since 1987.
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 The
hypothetical "model portfolio" created by Meyerowitz Investment
Management is continuing to return very impressive results.
A model portfolio is like fantasy football: the individual
stocks, like players, are real, but the combination of stocks,
like the fantasy football team, is a composite.
Since its inception on Dec. 16, 2003, the portfolio is up
198%, which translates into a 35% compounded annual return.
As of July 17, 2007, the value of the portfolio was $149,052.
We "opened" our model portfolio as a margin account and deposited
$50,000 fantasy dollars. Our results include trading commission
and margin interest, but do not include investment management
fees. Investment management fees would reduce the returns
of the portfolio.
Currently there are 23 stocks in the portfolio. The largest
business segment is telecom, followed by apparel and shoes.
Healthcare and drugs are an "underweighted" group. Other companies
are in solar energy, energy exploration, radio and television
broadcasting, and coffee (not Starbucks).
M.I.M. is proud of these results, but we still need to caution
the reader that your results will vary, and you can lose money
by investing. Also, the buys and sells of the computer system
are not in real time, so the actual prices of transactions
could be different than the prices executed in actual trades.
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