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Portfolios Quick Facts
Updated 03/02/00
Greetings, fellow Fools. This is the Quick Fact reference page for the Motley Fool's real money stock portfolios. For complete portfolio information beyond the following facts, please visit the Hall of Portfolios Info Page, as well as each portfolio's background pages.
The Foolish Four Portfolio
- Main contacts on board: TMF AnnC, TMF RFK
- Performance status: This portfolio employs the mechanical Foolish Four investing model, buying four specific high-yielding Dow stocks, holding for one year and one day, and then buying a new group of high-yielding Dow stocks (with some caveats). For more info, click the port's name above. Over the past 25 years, this investment method has returned 24% annually.
- More info and variations: How to Crush Your Mutual Funds in 15 Minutes: The Foolish Four
- Holdings: The Foolish Four portfolio stocks as of 1/4/99 (CAT, JPM, MMM, IP)
- Useful resources: Dow Dividend Spreadsheet
The Drip Portfolio
- Level: Early Intermediate Fool to Advanced Fool
- Investment style: dollar-cost-averages (invests monthly) in commission-free dividend reinvestment plans (DRPs) of leading companies
- Launched: 7/28/97
- Size at start: $500; adds $100 monthly
- Talk to the managers: Drip Companies and Drip Basics message board
- Main contacts on boards: TMF Elwood, TMF Jeff, TMF Graney, TMF Runkle
- Performance status: As of 3/00, strongly outperforming the S&P 500 on a dollar-cost-averaging basis (the best measure)
- Holdings: CPB, INTC, JNJ, MEL, PEP
- Useful resources: Portfolio Tracker (for tracking DRPs and other portfolios)
- Direct investing book: The Motley Fool's Investing Without a Silver Spoon, by Jeff Fischer.
The Boring Portfolio
- Level: Intermediate Fool to Advanced Fool
- Investment style: Invest in superior companies at reasonable valuations; a company's intrinsic value plays an important role
- Launched: January 29, 1996
- Size at start: $50,000
- Talk to the managers: Boring message board
- Main contacts on board: The community currently "runs" the portfolio
- Peformance status: Over its history, Bore Port is underperforming the market largely due to active trading from 1996 to 1998, when under previous management. The portfolio outperformed the market in the past year (11/98 to 12/99) under new management which put in place the current holdings.
- Holdings: APCC, BRK.B, COST, CSL, GTW
- Useful resources: Foolish Valuation Tool
The Rule Maker Portfolio
- Level: Early Intermediate Fool to Advanced Fool
- Investment style: Rule Makers (typically large, industry-dominating companies)
- Launched: 2/4/98 (following three years as a model portfolio)
- Size at start: $20,000; added $2,000 every six months for one year, and now adds $500 per month.
- Talk to the managers: Rule Maker Strategy and Rule Maker Companies message boards
- Main contacts on board: Tom Gardner, TMF Verve, TMF Grape, TMF Oak, TMF Tribe
- Performance status: Strongly outperforming the S&P 500.
- Holdings: AXP, CSCO, KO, GPS, JDSU, INTC, MSFT, NOK, PFE, SGP, TROW, YHOO
- More info: Rule Breakers, Rule Makers book, by David and Tom Gardner
The Rule Breaker Portfolio
- Level: Advanced Fool
- Investment style: Rule Breakers (typically young, top dog, first movers in important -- and often volatile -- emerging industries)
- Launched: 8/4/94
- Size at start: $50,000
- Talk to the managers: Rule Breaker message board
- Main contacts on boards: DavidGardner, TMF Jeff
- Performance status: Greatly outperforming the stock market indices.
- Holdings: AMZN, AOL, AMGN, ATHM, CRA, EBAY, SBUX
- More info: Rule Breakers, Rule Makers book, by David and Tom Gardner
- Other useful resources: Foolish 8 Spreadsheet
Portfolio Performance
| Annual % Returns |
1999 |
1998 |
1997 |
1996 |
1995 |
1994* |
Annualized |
| RuleBreaker |
61.64 |
199.08 |
25.75 |
42.93 |
68.17 |
11.03 |
67.48% |
| S&P500** |
20.11 |
28.33 |
33.36 |
23.07 |
37.43 |
0.19 |
25.04% |
| Nasdaq |
85.59 |
39.63 |
21.64 |
22.71 |
39.92 |
4.41 |
37.75% |
| BoringPort*** |
11.77 |
5.25 |
9.35 |
15.07 |
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| DripPort^ |
14.23 |
33.55 |
-14.84 |
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11.38% |
| RuleMaker^^ |
41.50 |
30.14 |
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34.24% |
| Foolish4Port |
21.25 |
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*1994 From 8/4/94
**S&P 500 includes reinvested dividends; annualized returns to 1/00
***Boring From 1/29/96
^Drip From 8/21/97 (1997 involved startup costs and Drip is best measured on dollar-cost-average basis -- see Drip Port)
^^RM From 1/29/98 |
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Your Portfolio
- Level: Have you read The 13 Steps to Investing Foolishly? Have you read (in their intended order) You Have More Than you Think and scribbled intelligently in The Motley Fool Investment Workbook? Have you read The Motley Fool Investment Guide? Finally, have you read Rule Breakers, Rule Makers?
- Investment style: Only you know best, fellow Fool
- Launched: Take your time getting started, but know that time allows you to compound your money
- Size at launch: Start with whatever you can using money that you won't need for at least 3 to 5 years
- Talk to the managers: That's you
- Talk to fellow Fools about your investments: All Fool message boards
- Performance status: Are you beating the S&P 500? Are you at least matching the S&P? If you do match it (before taxes), you're beating nearly 90% of the pros. If you can't match the S&P after allowing yourself 3 to 5 years to do so, you should consider investing in the S&P 500 index fund, or rethink how you're investing. Ideally you can learn greatly from the Fool portfolios' mistakes and successes.
- Holdings: Completely up to you
- Useful resources: Personal Portfolio Tracker
Helpful Resources For All Investors (In FoolMart)
[Questions or to suggest improvements to this page, please post on the Improve our Foolish Portfolios message board. Fool on!]
 See Also
Strategies OnePage
Portfolios Quick Facts
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