Buy List Year to Date

Our Buy List has beaten the S&P 500 for the last four years in a row and we’re just barely ahead this year as well. It looks like it may come down to the wire. Through today’s trading, the S&P 500 is up 0.01% while our Buy List is up 0.79%. That doesn’t include dividends.

We started off the year strongly. By early May, our Buy List was leading the S&P 500 by more than 5.8%. But our lead collapsed during July and at one point in mid-September, we trailed the index by more than 1%.

We’ve held a slight lead for most of the past few months but any sudden move from one of our stocks can change things very quickly.

Posted by on November 15th, 2011 at 10:22 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.