The Buy List So Far

The first half of the year is over and thanks to a nice rally on Friday, our Buy List is up 7.61% for the year. That trails the S&P 500 just slightly — the index was up 8.31% for the first six months of 2012. Including dividends, our Buy List was up 8.71% while the S&P 500 was up 9.49%.

We’ve beaten the S&P 500 for the last five years in a row. I’m not at all worried about us making it six straight. For the complete six-and-a-half year record of the Buy List, we’ve nearly doubled the return of the S&P 500, 49.72% to 25.19%.

Posted by on July 1st, 2012 at 9:32 am


The information in this blog post represents my own opinions and does not contain a recommendation for any particular security or investment. I or my affiliates may hold positions or other interests in securities mentioned in the Blog, please see my Disclaimer page for my full disclaimer.