Puttin' your money where your mouth is...

Today I got to thinking (which usually gets me in to trouble).. What would a portfolio of stocks look like that consisted only of companies that are directly (or indirectly) running-related?

Privately-held Koch Industries, owner of Invista, which is the holder of the patent for Coolmax was obvious a big hole in the portfolio. With private placements a bit complicated to factor in to a paper portfolio, I was limited to publicly-traded companies like GRMN (Garmin), OO (Oakley), MMM (3M - makers of all of that lovely reflective "stuff" that lines everything we wear..).. Then there's JMBA (Jamba Juice).. Oh, and NKE - shoe giant Nike..

After crunching the numbers, an equal-weighted portfolio of those five stocks would have netted me (or you) 13.92% for the 5 month and 15 day period ending today at market close (including dividends).. Not bad, especially when you compare it to the 8.37% return of the Russell 3000 Index for the same period.

I'm going to keep looking for other great running-related companies, but if anyone knows of any others that trade on an exchange, please let me know...

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16 miles tomorrow... plus 30 or so on the bike...