Buy List YTD

Here’s an update on how the Buy List is doing so far this year. Through today, the average of the 20 stocks is up 3.03% compared with 0.48% for the S&P 500 (neither figure includes dividends). We’re on track for beating the market for the fourth straight year.
image965.png
The rules of the Buy List are that I chose 20 stocks at the beginning of the year. Once they’re chosen, it’s set. I can’t make any changes during the entire year.
For tracking purposes, I assume the Buy List is a $1 million portfolio, equally weighted with $50,000 in 20 different positions as of the closing price of the previous year. Each year, I only change five of the stocks.
By mid-April, we had a big 6% lead over the market but that’s been cut in half since then. We’re still 2.55% ahead of the market.
Here’s our stock-by-stock record:

Company Profit or Loss
AFL 7.70%
BAX -24.30%
BDX -10.65%
BBBY -0.73%
EV -0.07%
LLY 2.44%
FISV 4.50%
GILD -20.31%
INTC 2.30%
JNJ -7.86%
JOSB 36.90%
LUK -4.20%
MDT -14.53%
MOG-A 22.99%
NICK 26.85%
RAI 8.48%
SEIC 11.47%
SYK -5.18%
SYY 12.53%
WXS 12.37%

If you started the year with, say, $10 billion and followed my advice, I would have made you over $300 million.
And I don’t charge nothing neither!

Posted by on August 3rd, 2010 at 4:23 pm


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.