If you’re looking for profits in 2013, you might not have to look very far.
As China’s once-booming growth keeps cooling and Europe still faces a pile of problems, the U.S. is looking increasingly like the least-ugly option. The fiscal cliff is in the rear-view mirror, the debt ceiling has been diffused (for now) and domestic companies could be set to boom as a result. Hedge-fund manager David Tepper, for example, says the U.S. is “on the verge of an explosion of greatness.”
If you’d like to see some of that greatness turn into green, an all-American portfolio could be just the place to start. Finding American-focused companies can be a bit tricky, though. Even some of the most seemingly American big-business names often get huge chunks of revenue overseas, such as Real America Index member Coca-Cola (NYSE:KO) or Yum Brands‘ (NYSE:YUM) KFC.
So, we sorted through the S&P 500 and picked one company from each sector, making sure every selection gets most, if not all, of its revenue right here in the homeland. The resulting portfolio is a solid batch of home-grown companies that, combined, have outpaced the market during the past 12 months with impressive 17% returns. As the U.S. gets on a roll, that number could keep on climbing.
Let’s take a look at the individual picks: