Model Portfolios

Jan 01, 2019, Tin Cup Demonstration Portfolio (January 2019), by Mark Robertson
A December To Remember. Bear markets come and go but after the devastation that was the 4th quarter of 2018, we're reminded of the dismal days of 2008-2009 and the prosperous years that followed. This month we accumulate Solomon Select feature Air Lease (AL).

Dec 01, 2018, Tin Cup Demonstration Portfolio (December 2018), by Mark Robertson
Tin Cup had a much better month. The progress restored during November was a welcome relief to the gruesome angst of an October to forget. Total assets soared at month-end to make the last (12) months -- as challenging as they’ve been -- a little more palatable. We note that the year-over-year gain is still $79,932 during a most difficult general stock market.

Nov 01, 2018, Tin Cup Demonstration Portfolio (November 2018), by Mark Robertson
We’d been thrilled with the steady gains of the last 14-15 months and probably should have remained silent and satisfied. Because we jinxed Tin Cup. After over a year of market-beating performance, October was frightfully cruel to the Tin Cup total assets balance as the worst one month swoon since the inception of the model portfolio ...

Oct 01, 2018, Accumulate Alphabet/Google (GOOG), by Mark Robertson
The Tin Cup Model (or Demonstration) Portfolio has outperformed the Wilshire 5000 over the last month and last five years with a rate of return since inception (1995) of 14.9%.

Sep 01, 2018, Tin Cup Demonstration Portfolio (September 2018), by Mark Robertson
We started this demonstration back in the mid-1990s to show what could happen for a young person who decided to commit to a maximum 401(k) contribution every month -- and persistently seek Better Companies at Better Prices relentlessly. So at this point, we’re talking hypothetically about an individual in their mid-40s. We find it breathtaking that Tin Cup delivered a net gain of $114,483 in the month of August alone!

Aug 01, 2018, Tin Cup Demonstration Portfolio (August 2018), by Mark Robertson
Tin Cup approaches all-time highs again. We accumulate CVS Health (CVS) and place Qualcomm (QCOM) squarely on the challenge hot seat.

Jul 01, 2018, Tin Cup Demonstration Portfolio (July 2018), by Mark Robertson
Yet another strong month for Tin Cup, beating the Wilshire 5000 in 10-of-the-last 11 months. We accumulate CVS Health (CVS) and celebrate the near all-time high value of total assets while challenging Biogen (BIIB) after its recent surge.

Jun 01, 2018, Tin Cup Demonstration Portfolio (June 2018), by Mark Robertson
Another strong month of outperformance for the Tin Cup portfolio, making it 9-of-the-last-10 months with the 10th a tie. We accumulate CVS, express our gratitude to Illumina (ILMN) and bid adieu ... and buy Amazon (AMZN).

May 10, 2018, Tin Cup Demonstration Portfolio (May 2018), by Mark Robertson
Tin Cup holds above $2,000,000 and some redistribution within the portfolio boosts the overall return forecast ... trim ILMN and V, accumulate ADS and CVS.

Apr 01, 2018, Tin Cup Demonstration Portfolio (April 2018), by Mark Robertson
As the first down quarter in recent memory came to a close, Tin Cup stumbled ... but the Wilshire 5000 dropped even more. CVS Health is accumulated.

Mar 01, 2018, Tin Cup Demonstration Portfolio (March 2018), by Mark Robertson
After two years of advances, the Tin Cup portfolio held its own during the challenge and turbulence that was February. CVS Health is accumulated.

Feb 01, 2018, Tin Cup Demonstration Portfolio (February 2018), by Mark Robertson
Hello $2,000,000! If you squint carefully at that long term chart of total assets, we see that January 2018 was one of the biggest bumps to the upside for a single month, ever.

Jan 01, 2018, Tin Cup Demonstration Portfolio (January 2018), by Mark Robertson
Tin Cup delivered a total return of 29.4% in 2017. As total assets approach $2,000,000 at year-end, the portfolio-centered discipline sells Microsoft and Under Armour -- and adds Priceline to the demonstration dashboard.

Dec 01, 2017, Tin Cup Demonstration Portfolio (December 2017), by Mark Robertson
We give thanks for November gains for Tin Cup. The rate of return (since inception in 1995) is now 14.5%, and this retirement account balance is approaching $2,000,000. This month we sell Mesa Labs (MLAB) and buy Jazz Pharma (JAZZ).

Nov 01, 2017, Tin Cup Model Portfolio (November 2017), by Mark Robertson
The rate of return for Tin Cup (since inception in 1995) is now 14.2%, beating matching investments in the Wilshire 5000 by +6.9 percentage points. This month we accumulate Gentex (GNTX).

Oct 01, 2017, Tin Cup Model Portfolio (October 2017), by Mark Robertson
Tin Cup: Performance Update. After gaining and passing $1,700,000 a few short months ago, the portfolio topped $1,800,000 during September.

Sep 01, 2017, Tin Cup Model Portfolio (September 2017), by Mark Robertson
Another solid month for Tin Cup as August performance outpaced the Wilshire 5000. Since inception (1994), the rate of return is 13.9% versus 7.0% for the total stock market.

Aug 01, 2017, Tin Cup Model Portfolio, August 2017, by Mark Robertson
This month we accumulate Alliance Data Systems (ADS) as the $1.7 million milestone is attained on our way to $2 million.

Jul 11, 2017, Tin Cup Model Portfolio, by Mark Robertson
The Tin Cup model portfolio outperformed the Wilshire 5000 during June, continuing a string of stronger performance. Cognizant Technology (CTSH) has been kind to many of our portfolios. Decisions: Accumulate CVS Health (CVS). Sell C.H. Robinson (CHRW). Buy Alliance Data Systems (ADS).

Jun 01, 2017, Tin Cup Model Portfolio, by Mark Robertson
May continued to be a solid month for Tin Cup, gaining +1.40% and bringing the 5-year trailing rate of return to 11.6%. Decisions: Accumulate Polaris (PII), but Sell Cerner (CERN) and replace with Under Armour (UAA) to restore overall portfolio PAR to 11.4%.

May 01, 2017, Tin Cup Model Portfolio, by Mark Robertson
April was a very good month for the Tin Cup demonstration, advancing +4.47%. The monthly contribution was invested in QCOM but the overall portfolio PAR dictated a sale of NVO and accumulation of AL and PII to bolster the overall return forecast.

Dec 01, 2016, Tin Cup Model Portfolio , by Mark Robertson
Accumulate Cognizant Technology (CTSH)

Nov 01, 2016, Tin Cup Demonstration Portfolio, by Mark Robertson
Accumulate CVS Health (CVS)

Oct 03, 2016, Tin Cup Model Portfolio, by Mark Robertson
Accumulate Novo Nordisk (NVO)

Jul 07, 2016, Tin Cup Demonstration Portfolio, by Mark Robertson
Add Mesa Labs (MLAB)