Q1 Is on the Books

I’m still on the road but I wanted to update you now that the first quarter of 2015 is officially over. For the first three months of the year, the S&P 500 gained 0.44% while our Buy List gained 3.26%.

Fifteen of our 20 stocks are up for the year. The big winner is Cognizant with an 18.48% gain. The three biggest losers are all big tech names: MSFT, ORCL and QCOM. I’m happy to see that all five of our new buys are beating the market.

With dividends, the S&P 500 was up 0.95% for the quarter. With dividends, the Buy List was up 3.55% for the quarter.

Posted by on March 31st, 2015 at 7:41 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.