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How're we doing so far?
How're we doing so far?
In Fortune's 2011 Investor's Guide, writer Jon Birger suggested the 10 best stocks to own for 2011. Spanning across several industries and market cap sizes, our mixed basket has performed, well, like a mixed bag.

"Despite a gain of more than 10% in the S&P 500 over the past three months, there's still a real buying opportunity in growth stocks," wrote Birger. "Our 10 best for 2011 are expected to bolster their profits an average of 61% next year -- vs. 14% for the S&P -- and yet they trade at an average 12 times next year's earnings, vs. 13 times for the S&P.

"Our selections this year are slanted toward commodities. Exposure to oil, chemicals, and fertilizer should provide protection against a falling dollar or an outbreak of a 1970s-style rise in inflation, which we think is a bigger threat than a double-dip recession. (We've also made some contrarian selections, including one housing-related stock.)"

With one quarter of 2011 in the books, let's check in on how Fortune's 10 stocks for 2011 are doing so far vs Standard & Poor's benchmark index, the S&P 500, which was up 5.4% for the period.


NEXT: Mosaic
Last updated April 06 2011: 12:29 PM ET
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