On the heels of last week’s lackluster performance, the portfolio roared to life this week, with all five of Portfolio A1’s holdings logging weekly gains. This enabled Portfolio A1 to stretch its performance margin over the benchmark S&P 500 from 1.7% to the current 4.2%.
Note that Tesoro (TSO) paid out a dividend of $0.10 on Friday. In keeping with the precedent established with the treatment of an earlier Rock-Tenn (RKT) dividend, I am automatically reinvesting the cash proceeds into the appropriate stock.
Once again, there are no changes to the portfolio for the coming week.
A snapshot of the portfolio is as follows: