The College Investor Portfolio has been performing exceptionally well over the past several months, and has still held onto its gains, even during the down days of November. As of 11/23, The College Investor Portfolio has beaten the S&P500 by almost 7%!
This portfolio has focused on value stocks, and our initial investments focused almost exclusively on insurers. Our top performers have been Montpelier Re Holdings, which has returned a nice 33.93%, Safety Insurance Group, which has returned 23.89%, and Validus Holdings, which has returned 22.10%. All of these returns include the payment of dividends, but not reinvesting those proceeds.
We are currently looking at changing out several investments in the portfolio, and will most likely be going outside the insurance realm. There are several of these companies that we believe are now fairly valued, if not a little overvalued.
Please continue to check back next week, as we will look at the newest additions to The College Investor Portfolio. Hopefully we can continue to deliver on our market beating returns!
If you would like some insight into our selection criteria, check out our post on Key Value Fundamentals for Screening Stocks.
– The College Investor