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The Twelve Days of Christmas Portfolio Song

AnnaLisa is a member of The Motley Fool Blog Network -- entries represent the personal opinion of the blogger and are not formally edited.

As a special holiday gift to Fools everywhere I have wrapped up my summary of the best stocks going forward which taken altogether would make yourself a nice little portfolio with yield, growth, and diversification. Just sing it to yourself to the tune of “The Twelve Days of Christmas”.

 On the first day of Christmas (or insert your personal holiday here) my true love gave to me a Victoria’s Secret Fantasy Bra ($2.5 million.)

On the second day of Christmas my true love gave to me two Berkshire A shares and a Victoria’s Secret Fantasy Bra. Berkshire Hathaway (NYSE: BRK-A)

On the third day of Christmas my true love gave to me three Tesla S’s, two Berkshire A shares, and a Victoria’s Secret Fantasy Bra. Tesla Motors (NASDAQ: TSLA)

On the fourth day of Christmas my true love gave to me four trips from Expedia, three Tesla S’s, two Berkshire A shares, and a Victoria’s Secret Fantasy Bra. Expedia 

On the fifth day of Christmas my true love gave to me five Tiffany’s rings, four Expedia trips, three Tesla S’s, two Berkshire A shares, and a Victoria’s Secret Fantasy Bra. Tiffany (NYSE: TIF)

On the sixth day of Christmas my true love gave to me six Disney cruises, five Tiffany’s rings, four Expedia trips, three Tesla S’s, two Berkshire A shares, and a Victoria’s Secret Fantasy Bra. The Walt Disney Company (NYSE: DIS)

On the seventh day of Christmas my true love gave to me 7,000 shares of Apple, six Disney cruises, five Tiffany’s rings, four Expedia trips, three Tesla S’s, two Berkshire A shares, and a Victoria Secret Fantasy Bra. Apple (NASDAQ: AAPL)

On the eighth day of Christmas my true love gave to me eight Goldman analysts, 7,000 shares of Apple, six Disney cruises, five Tiffany’s rings, four trips from Expedia, three Tesla S’s, two Berkshire A shares, and a Victoria Secret Fantasy Bra. The Goldman Sachs Group

On the ninth day of Christmas my true love gave to me 900 Panera  Bread shares, eight Goldman analysts, 7,000 shares Apple, six Disney cruises, five Tiffany’s rings, four trips from Expedia, three Tesla S’s, two Berkshire A shares,  and a Victoria’s Secret Fantasy Bra. Panera Bread

On the tenth day of Christmas, my true love gave to me ten Coach purses, 900 Panera shares, eight Goldman analysts, 7,000 shares of Apple, six Disney cruises, five Tiffany’s rings, four trips from Expedia, three Tesla S’s, two Berkshire A shares and a Victoria’s Secret Fantasy Bra. Coach 

On the eleventh day of Christmas my true love gave to me eleven Yum! franchises, ten Coach purses, 900 Panera shares, eight Goldman analysts, 7,000 shares of Apple, six Disney cruises, five Tiffany’s rings, four Expedia trips, three Tesla S’s, two Berkshire A shares, and a Victoria’s Secret Fantasy Bra. Yum! Brands Inc 

On the twelfth day of Christmas my true love gave to me twelve Las Vegas Sands junkets, eleven Yum franchises, ten Coach purses, 900 Panera shares, eight Goldman analysts, 7,000 shares of Apple, six Disney cruises, five Tiffany’s rings, four Expedia trips, three Tesla S’s, two Berkshire shares, and a Victoria’s Secret Fantasy Braaaa!!! Las Vegas Sands

  • Victoria Secret is owned by Limited Brands which has a 2.20% yield and has lots of cash on hand.
  • Berkshire Hathaway is the ultimate tool of diversification. Founder and CEO, Warren Buffett, is an investing icon. Nuff said.
  • Tesla’s Model S named Motor Trend Car of the Year and the  company is on the move.
  • Expedia has almost doubled this year and continues to outperform bigger rival priceline.com.
  • Tiffany’s best season of the year is now. Look for good numbers in the New Year.
  • Disney is entertainment, resorts, cruises, and licensing. What more do you want?
  • Apple is quite simply the best retailer and most innovative tech company there is.
  • Goldman Sachs has the smartest people on their payrolls. The P/E is 11.25 and yield is 1.70%.
  • Panera Bread continues to rise above its fast casual competition and has room to grow.
  • Coach has big insider ownership by CEO Lew Frankfort, a 1.70% yield and women still like it.
  • Yum! with its KFC restaurants is the only China play you need along with Coach.
  • You got to have some sin and Las Vegas Sands has the most Macao exposure and Vegas has been coming back big, baby.

Have yourself a happy holiday and a profitable New Year!

 


leglamp has no positions in the stocks mentioned above. The Motley Fool owns shares of Apple, Coach, Walt Disney, Panera Bread, Tiffany & Co., and Tesla Motors. Motley Fool newsletter services recommend Apple, Coach, Walt Disney, Goldman Sachs Group, Panera Bread, and Tesla Motors . Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy. Is this post wrong? Click here. Think you can do better? Join us and write your own!

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