First-Half Buy List Summary

The first half of the year is on the books. Let’s look at how well our Buy List has done.

Not including dividends, the Crossing Wall Street Buy List is up 15.33% to the S&P 500’s 12.63%.

Including dividends, our Buy List is up 16.25% to the S&P 500’s 13.82%. The Buy List’s annualized return from dividends is tracking at 1.60% compared with 2.14% for the S&P 500.

The “beta” of the Buy List is 0.9819.

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Eighteen of our 20 stocks are up for the year. CA Technologies ($CA) is the #1 winner with a 30.21% gain (32.75% with dividends). Microsoft ($MSFT) is just behind at #2 with a 29.33% gain.

The only two losers are Oracle ($ORCL) which is down at -7.83%, and Cognizant Technology Solutions ($CTSH) which is down at -15.21%.

Stock Ticker YTD Gain
CA Technologies CA 30.21%
Microsoft MSFT 29.31%
Bed Bath & Beyond BBBY 26.90%
Moog MOG-A 25.59%
Medtronic MDT 25.48%
DirecTV DTV 22.89%
Nicholas Financial NICK 21.94%
Wells Fargo WFC 20.74%
JPMorgan Chase JPM 20.06%
Ross Stores ROST 19.82%
Ford Motor Company F 19.46%
Stryker SYK 17.99%
FactSet Research Systems FDS 15.76%
CR Bard BCR 11.19%
Fiserv FISV 10.60%
AFLAC AFL 9.41%
WEX Inc. WEX 1.76%
Harris Corporation HRS 0.59%
Oracle ORCL -7.83%
Cognizant Technology Solutions CTSH -15.21%

The combined seven-and-a-half year gain for the Buy List is 88.68% to the S&P 500’s 50.97%. Note that that would include rebalancing each year.

Posted by on June 28th, 2013 at 7:25 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.