This article is part of our Rising Star Portfolios Series.
Six months have passed since I opened my Rising Star portfolio. While it's been a challenge finding companies that fit my "motley" style of investing, it's also been a lot of fun. So far I've collected a nice diverse portfolio of businesses, each with their own story to tell. Even better, I still feel great about each one. Here's a quick review of each of my 10 holdings to date:
Activision Blizzard
Ameris Bancorp
Houston Wire and Cable
GulfMark Offshore
Starbucks
White Mountains Insurance Group
Higher One
Heartland Express
Clorox
Elbit Systems
As it stands, the market has had a pretty good run these past six months, and I'm still lagging. But this won't be measured in such a short time frame. We Fools take the long-term view, and I feel confident that as long as I continue seeking out excellent companies and buying them at fair prices, over time I'll do better than just fine. Follow me on Twitter to keep up with what's going on.
This article is part of our Rising Star Portfolio series, where we give some of our most promising stock analysts cold, hard cash to manage on the Fool's behalf. We'd like you to track our performance and benefit from these real-money, real-time free stock picks. Click here to see all of our Rising Star analysts (and their portfolios).