#1: Two Harbors
Q1 Return: +14%
Investor: Steve Freehill
Just a few days ago, Two Harbors (NYSE:TWO) was more than doubling the second-place contender. On Thursday, though, the stock opened to nearly double-digit losses, dwindling its year-to-date climb to 14%.
That’s a pretty good problem to have — a huge selloff that still leaves you in first place … just not by as much … and still ahead of the broader market. Plus, it’s especially impressive considering “expert” Steve Freehill isn’t an expert at all, but an InvestorPlace-selected reader entry.
He chose Two Harbors (NYSE:TWO) for what he said was one big reason: its eye-popping yield. On top of that, it spun off a public company by the name of Silver Bay Realty Trust (NYSE:SBY) in December — a valuable asset.
But while Two Harbors is still the leader a quarter into the contest, Freehill has to be lamenting the recent dip for another reason: He put his money where his mouth is back in December.
Still, there’s plenty of time left in the year for Freehill to pile up some more profits … and, of course, for the other nine talking heads in the contest to give him a run for his money.
As of this writing, Alyssa Oursler did not hold a position in any of the aforementioned securities.