My one year return for the IRA account now stands at 18.36% through the end of April 2013 vs. an S&P one year return over the same period of 16.89%.
Here is a summary of the holdings in the portfolio, with some useful FASTGraphs metrics:
Contrary to the statement in my previous post, I did do "something." I can't resist. I sold off 1/3 of my CMI (Cummins) position, or profits, and started a position in DE (Deere). DE is more undervalued, is growing earnings, and has a better dividend yield. DE competes with CMI in some segments, but both are good companies. It seemed cool to start a new position in a great company with profits from CMI, and continue to hold a position in CMI.
That's all for now,