Controlled Greed.com Portfolio Picks Average +4.6% in First Quarter of 2007

As a group, the stocks making up the portfolio’s current holdings achieved an average gain of 4.6% in the first quarter of 2007. That compares to the S&P 500 being up 0.2%, according to WSJ.com. For reasons given in my previous post, I am now factoring in dividends and returns of capital to shareholders in my results. I don’t believe the S&P 500 result for 2006 reported on WSJ.com includes dividends.

Here’s how each of the holdings covered on Controlled Greed.com have performed in the first quarter:

Nikko Cordial +25.1%
ArmorGroup International +24
Liberty Media (Liberty Capital/Liberty Interactive) +18.2%
Fairfax Financial +14.5%
3i Group +13.4%
Molson Coors Class B +7.7%
Deckers Outdoor +6.1%
BCE Inc. +5.8%
Media General Class A +3.3%
Takefuji Corp. +1.3%
General Motors +0.01
CBS Class B -1.3%
Mueller Water Products Series A -7%
DirecTV Group -7.5%
USA Mobility -8%
Comcast Class A Special -8.7%
Walter Industries/Mueller Water Products Series B -9.1%

The Molson Coors and Deckers Outdoors positions were closed during the first quarter. Regular readers know I haven’t bought anything since September. I’m confident that will change in the weeks ahead, though nothing is guaranteed.

Let’s see what the rest of 2007 has in store.