How Did We Do In 2009

Happy New Year. 2009 was a very volatile year and the upswing in the markets was quite surprising from the fear we all had at the end of 2008. As 2008 was coming to an end, we searched hard for the stocks that we thought weren't overleveraged and/or had great opportunities to perform well when the United States moved back to a period of growth. In that light we created a portfolio of stocks that we liked for long-term investors and would produce outsize returns in a three to five year period. Although we tried to pick stocks that might garner reasonable relative returns in a shorter time frame, our true goal was to focus on the long term. However now that 2009 has ended, we have calculated the returns of our portfolio for the first year. We have assumed that an investor bought an equal dollar amount of each stock to determine the yearly returns. In doing so, our 2009 return was 61.33%.


2009 Returns for Mack Attack Stock Picks:

Company/ 1-Yr Return

Alliant Technologies (ATK)/ 2.93%
BankAmerica Pfd e (BACPe)/ 48.33%
EMC (EMC)/ 66.86%
Forest City (FCE/A)/ 77.68%
Google (GOOG)/ 101.61%
Icahn Enterprises (IEP)/ 53.01%
ING Prime Rate Trust (PPR)/ 66.62%
Ishares Hi Yld Corporate (HYG) /26.52%
Leucadia (LUK) /20.15%
Loews (L)/ 29.47%
Masco (MAS) /28.21%
Microsoft (MSFT) /60.03%
Oracle (ORCL)/ 38.52%
Ownes Illinois (OI)/ 21.44%
Pimco Corp Oppty Fund (PTY) /56.41%
Pimco Income Fund (PCN)/ 36.63%
Sandridge (SD)/ 53.50%
SPDR Gold Trust (GLD) /24.19%
Temple Inland (TIN)/ 348.13%
USG (USG)/ 74.50%
Williams (WMB)/ 53.28%

Average Portfoio Return: 61.33%