36 stocks.
That's probably 16 or so more than I'd like to own, from a portfolio management standpoint; it's very difficult to keep track of all of them.
On the other hand, I do like most of these stocks - and they collectively returned 21.6% vs. 15.1% for the S&P 500 - so it will be difficult to prune...but I will have to try.
And now, let's look at all the stocks I've held going into this year, from worst to best - based solely on 2010's performance, while mostly ignoring any intra-year volatility:
GigaMedia (GIGM)
Bought: Feb @ $3.05
Year-closing price: $1.48 (-52%)
Inferior Chinese online gaming company.
Energy Conversion Devices (ENER)
Bought: Feb @ $7.81
Year-closing price: $4.60 (-41%)
Solar stocks didn't bounce back.
Borders (BGP)
Bought: Feb @ $1.25
Year-closing price: $0.90 (-28%)
Should have sold in April ($3.29 high).
Intuitive Surgical (ISRG)
Bought: Jul @ $315.50
Year-closing price: $257.75 (-18%)
This stock looks very, very cheap right now.
Prospect Capital (PSEC)
Bought: Feb @ $11.83
Year-closing price: $10.80 (-9%)
Will hold on to, as long as the dividend is funded.
Frontline (FRO)
Year-opening price: $27.32
Year-closing price: $25.37 (-7%)
Again, all about the dividend safety.
Google (GOOG)
Year-opening price: $619.98
Year-closing price: $593.97 (-4%)
Will Android take over tablets like it did smartphones?
BreitBurn Energy Partners (BBEP)
Bought: Nov @ $20.70
Year-closing price: $20.14 (-3%)
Dividend stock.
Cree (CREE)
Bought: Jun @ $66.60
Year-closing price: $65.89 (-1%)
Up-and-down year.
China Real Estate Information (CRIC)
Bought: Feb @ $9.49
Year-closing price: $9.60 (1%)
Business, fundamentals seem good; might have been early.
Annaly Capital Management (NLY)
Bought: Jan @ $17.31, Jun @ $17.16
Year-closing price: $17.92 (4%)
Another dividend stock.
Cherokee (CHKE)
Year-opening price: $17.82
Bought more: Sep @ $18.30
Year-closing price: $18.81 (6%)
Yet another dividend stock.
E*Trade (ETFC)
Bought: Feb @ $15.10
Year-closing price: $16.00 (6%)
Volatile stock; ended up doing little.
Blackstone (BX)
Year-opening price: $13.12
Year-closing price: $14.15 (8%)
Relatively quiet year after a crazy 2009.
Dominion Resources Black Warrior Trust (DOM)
Year-opening price: $14.29
Bought more: Apr @ $14.29
Year-closing price: $15.45 (8%)
My favorite dividend stock.
American Software (AMSWA)
Year-opening price: $6.00
Year-closing price: $6.77 (13%)
Thinly-traded tech stock flies under the radar.
Hugoton Royalty Trust (HGT)
Bought: Mar @ $17.95
Year-closing price: $20.52 (14%)
Sleepy dividend stock.
Vodafone (VOD)
Year-opening price: $23.09
Year-closing price: $26.44 (15%)
Verizon Wireless' better half.
Wells Fargo (WFC)
Year-opening price: $26.99
Year-closing price: $30.99 (15%)
Back on solid ground after a few rough years.
Apache (APA)
Year-opening price: $103.17
Bought more: Sep @ $98.62
Year-closing price: $119.23 (16%)
The best-run oil and gas company out there.
Motorola (MOT)
Year-opening price: $7.76
Year-closing price: $9.07 (17%)
Rescued by Android.
Intel (INTC)
Bought: Aug @ $17.88
Year-closing price: $21.30 (18%)
Remains a very cheap stock.
McDonald's (MCD)
Year-opening price: $62.44
Year-closing price: $76.76 (23%)
The finest restaraunter in the world.
Ace Limited (ACE)
Year-opening price: $50.40
Year-closing price: $62.25 (24%)
A good year for reinsurance.
Baidu (BIDU)
Bought: Jun @ $75.93, Oct @ $101.59
Year-closing price: $96.53 (27%)
The Chinese Google shows no signs of slowing down.
BP Prudhoe Bay Royalty Trust (BPT)
Bought: Mar @ $90.47
Year-closing price: $126.54 (40%)
This is a dividend stock?
Citigroup (C)
Year-opening price: $3.31
Year-closing price: $4.73 (43%)
Still hard to trust this bank.
Southern Copper (SCCO)
Year-opening price: $32.91
Year-closing price: $48.74 (48%)
Copper continues its run.
DuPont (DD)
Year-opening price: $33.67
Year-closing price: $49.88 (48%)
208-year-old company has amazing year.
F5 Networks (FFIV)
Bought: Aug @ $87.70
Year-closing price: $130.16 (48%)
My best growth-stock pick of 2010.
Great Northern Iron (GNI)
Year-opening price: $94.00
Year-closing price: $143.00 (52%)
This is a dividend stock???
Apple (AAPL)
Year-opening price: $210.73
Year-closing price: $322.56 (53%)
iPad, iPhone fuel growth for foreseeable future.
Ford (F)
Year-opening price: $10.00
Year-closing price: $16.79 (68%)
The comeback is complete.
American International Group (AIG)
Year-opening price: $29.98
Year-closing price: $57.62 (92%)
Quite possibly, the biggest bailout-beneficiary.
MetroPCS (PCS)
Bought: Feb @ $6.05
Year-closing price: $12.63 (109%)
Second-tier wireless telecom figures to be bought out soon.
Jones Soda (JSDA)
Year-opening price: $0.43
Year-closing price: $1.19 (177%)
Wouldn't bet on a repeat year in 2011.
