Model Portfolios
Accumulate Alphabet/Google (GOOG) by Mark Robertson Oct 01, 2018
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%.
Tin Cup Demonstration Portfolio (September 2018) by Mark Robertson Sep 01, 2018
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!
Tin Cup Demonstration Portfolio (August 2018) by Mark Robertson Aug 01, 2018
Tin Cup approaches all-time highs again. We accumulate CVS Health (CVS) and place Qualcomm (QCOM) squarely on the challenge hot seat.
Tin Cup Demonstration Portfolio (July 2018) by Mark Robertson Jul 01, 2018
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.
Tin Cup Demonstration Portfolio (June 2018) by Mark Robertson Jun 01, 2018
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).
Tin Cup Demonstration Portfolio (May 2018) by Mark Robertson May 10, 2018
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.
Tin Cup Demonstration Portfolio (April 2018) by Mark Robertson Apr 01, 2018
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.
Tin Cup Demonstration Portfolio (March 2018) by Mark Robertson Mar 01, 2018
After two years of advances, the Tin Cup portfolio held its own during the challenge and turbulence that was February. CVS Health is accumulated.
Tin Cup Demonstration Portfolio (February 2018) by Mark Robertson Feb 01, 2018
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.
Tin Cup Demonstration Portfolio (January 2018) by Mark Robertson Jan 01, 2018
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.
Tin Cup Demonstration Portfolio (December 2017) by Mark Robertson Dec 01, 2017
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).
Tin Cup Model Portfolio (November 2017) by Mark Robertson Nov 01, 2017
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).
Tin Cup Model Portfolio (October 2017) by Mark Robertson Oct 01, 2017
Tin Cup: Performance Update. After gaining and passing $1,700,000 a few short months ago, the portfolio topped $1,800,000 during September.
Tin Cup Model Portfolio (September 2017) by Mark Robertson Sep 01, 2017
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.
Tin Cup Model Portfolio, August 2017 by Mark Robertson Aug 01, 2017
This month we accumulate Alliance Data Systems (ADS) as the $1.7 million milestone is attained on our way to $2 million.
Tin Cup Model Portfolio by Mark Robertson Jul 11, 2017
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).
Tin Cup Model Portfolio by Mark Robertson Jun 01, 2017
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%.
Tin Cup Model Portfolio by Mark Robertson May 01, 2017
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.
Tin Cup Model Portfolio by Mark Robertson Dec 01, 2016
Accumulate Cognizant Technology (CTSH)
Tin Cup Demonstration Portfolio by Mark Robertson Nov 01, 2016
Accumulate CVS Health (CVS)
Tin Cup Model Portfolio by Mark Robertson Oct 03, 2016
Accumulate Novo Nordisk (NVO)
Tin Cup Demonstration Portfolio by Mark Robertson Jul 07, 2016
Add Mesa Labs (MLAB)
Tin Cup Model Portfolio by Mark Robertson Jun 01, 2016
Accumulate Proto Labs (PRLB)
Tin Cup Model Portfolio by Mark Robertson May 01, 2016
Accumulate Qualcomm (QCOM)
Tin Cup Model Portfolio by Mark Robertson Apr 01, 2016
Replace Mindray With Sweet Spot Smorgasbord