Buy List YTD

It looks like our Buy List will trail the S&P 500 for the year. The good news is that we’ve closed the gap over the past few weeks.
For the year, the Buy List is up 2.31% while the S&P 500 is up 5.91%. These results don’t include dividends. The Buy List has been about 7.1% less volatile than the S&P 500.
Since August 28, the Buy List is up 5.42% compared with 2.62% for the S&P 500.
Most of our damage came during a six-week period in April and May when the S&P 500 rallied 5.10% and the Buy List dropped -0.87%. Ignore that and we’re doing fine!

Posted by Eddy Elfenbein on November 5th, 2007 at 4:36 pm

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