Mr. Sensitive

January 1, 2013

Family Stock Index 2012 Annual Results

Filed under: Uncategorized — lbej @ 15:04

The more things change, the more they stay the same.  Reagan finished first in 2011 and delivered a repeat performance in 2012.  Zero finished last in 2011 and had the bottom spot locked up after three quarters.  Suddenly, Lucas broke out with a 50% swoon in the final months of the year, taking a commanding lead (-45% to -36%) with just a week remaining.  Could Lucas hold on?  Could Zero mount an historic comeback?  You’ll have to read on to find out.

The Family Stock Index gained 21.4% in 2012, handily beating the woeful Dow (+7.3%), the broad-based S&P 500 (+13.4%), and even the tech-heavy Nasdaq (+15.9%).  We bounced back smartly from a lackluster 2011 (-7.6%) and I believe we’re positioned nicely to rally on into 2013.  While I recognize that REGN will have to come down at some point, I also believe LEI will eventually have to go up.  I expect that broad U.S. economic strength and consolidation in shaky overseas markets will lift the equity markets generally and the FSX in particular, and I’m predicting a gain of 7-9% in 2013.

Below are the FSX members in order by 2012 performance (not including quarterly dividends), divided into arbitrary categories.  For each member I’m also providing 2011 rank (bear in mind we had only 23 members last year) and the value today of $100 invested on Dec. 31, 2010 and compounded annually.  For reference, a $100 investment in the S&P Index made two years ago (and excluding dividends) would be worth $113.40 today, and a similar investment in the FSX would be worth $112.16.

 

Reagan

#1   Reagan (REGN), +209% in 2012.  2011 rank: #1.  Value of $100 investment: $521.08.

 

The Racehorses

#2   Justin (WOLF/SCI), +76% in 2012.  2011 rank: #4.  Value of $100 investment: $195.20.

#3   Ruby (RJET), +66% in 2012.  2011 rank: #22.  Value of $100 investment: $109.63.

#4   Lulu (LULU), +63% in 2012.  2011 rank: #2.  Value of $100 investment: $222.83.

 

The Workhorses

#5   Dustin (DST), +33% in 2012.  2011 rank: #7.  Value of $100 investment: $136.64.

#6   Katie (CATY), +31% in 2012.  2011 rank: #15.  Value of $100 investment: $116.95.

#7   Zondro (ZQK), +18% in 2012.  2011 rank: #20.  Value of $100 investment: $83.88.

 

Not Bad At All

#8   Mario the Elder (MGEE), +8.9% in 2012.  2011 rank: #17.  Value of $100 investment: $89.23.

#9   Marisa (MOLX), +7.8% in 2012.  2011 rank: #5.  Value of $100 investment: $107.75.

#10 Lisa (LNCE) +7.2% in 2012.  2011 rank: #10.  Value of $100 investment: $106.48.

#11 Marcus (MCS) +6.8% in 2012.  2011 rank: #13.  Value of $100 investment: $101.51.

#12 Brinkley (BCO) +6.1% in 2012.  2011 rank: #9.  Value of $100 investment: $106.14.

#13 Jenny (JNY) +4.8% in 2012.  2011 rank: #6.  Value of $100 investment: $109.87.

 

Not All That Bad

#14 Wilson (WILC), +3.8% in 2012.  2011 rank: #21.  Value of $100 investment: $73.30.

#15 Charlotte (ICE), +2.7% in 2012.  2011 rank: #8.  Value of $100 investment: $103.91.

#16 Nicole M. (COL/COLM), +1.9% in 2012.  2011 rank: #12.  Value of $100 investment: $96.89.

#17 Nicole E. (NI/NICE), +0.5% in 2012.  2011 rank: #3.  Value of $100 investment: $135.87.

#18 Icarus (FAST), -1.3% in 2012.  2011 rank: #16.  Value of $100 investment: $84.50.

#19 Mario the Younger (SUP/WMAR), -4.3% in 2012.  2011 rank: #18.  Value of $100 investment: $74.58.

 

That Bad

#20 Ed Winston (ED), -10.5% in 2012.  2011 rank: #14.  Value of $100 investment: $81.50.

#21 Nami & Lita (NL), -11.7% in 2012.  2011 rank: NR.  Value of $100 investment: N/A.

#22 Lee (MSTR), -13.8% in 2012.  2011 rank: #19.  Value of $100 investment: $66.98.

#23 Jodi Ann (JOY), -14.9% in 2012.  2011 rank: NR.  Value of $100 investment: N/A.

 

Not Bad Enough

#24 Lucas (LEI), -36.4% in 2012.  2011 rank: #11.  Value of $100 investment: $63.09.

 

Zero

#25 Zero (ZIP), -38.6% in 2012.  2011 rank: #23.  Value of $100 investment: $3.37.

 

That’s right—Zero did it.  Good luck to all in 2013, and especially to those unfortunate enough to be long ZAGG.

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1 Comment »

  1. The consistency of Reagan and Zero is pretty crazy.

    Comment by euregirlsandboys — January 1, 2013 @ 15:19 | Reply


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