21 Trading Days Left

Our Buy List suddenly decided to wake up!

There are only 21 trading days left this year, but our Buy List has narrowed its deficit considerably against the rest of the market. I doubt will be able to catch the market before the end of year, but it could be close. This year will most likely break our streak of beating the market for seven straight years. The last two days have been especially good for our relative performance since we don’t have any energy stocks.

Through Monday, our Buy List is up 9.67% on the year compared with a gain of 11.10% for the S&P 500. That’s a deficit of 1.43%. In late-September, the deficit was 5.20%, so you can see how much we’ve closed the gap. Take a look at this chart. This assumes that the Buy List is a $1 million portfolio (red line) starting on January 1.

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If you include dividends, our Buy List is up 11.14% while the S&P 500 is up 13.20%.

Posted by on December 1st, 2014 at 10:19 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.