An Important Update on my $100,000 Portfolio

The stock market continues to grind higher. And you can give the U.S. economy at tip of the cap for the recent gains. Recent data points imply that the incipient economic strength we saw last fall has continued into 2012. If this trends remains in place, then the economically-sensitive stocks in my $100,000 real-money portfolio will surely benefit. Ford (NYSE: F) is a great example. Though I recently took stock of a subpar fourth quarter, I also think many investors underestimate the rising demand for cars and trucks. Ford saw its sales rise 7% in January (compared with a year ago), in line with the industry's growth rate. And if the full year's sales grow at this . . . → Read More: An Important Update on my $100,000 Portfolio