Buy List Closes at YTD High

The Nasdaq Composite closed today at an all-time high, and the S&P 500 closed at its highest level since May 22.

Our Buy List closed at its YTD high, now up 5.93% for the year (dividends not included). The S&P 500 is up 3.17% on the year. Our current lead over the S&P 500 is 276 basis points which is the second-widest this year. On March 31, we were leading by 282 basis points.

I haven’t included dividends in this post because I didn’t have the time, but please know that dividends are part of my final calculations. I’m not trying to hide anything. The S&P 500 does yield a bit more than our Buy List, but it’s not that big of a factor.

Posted by on June 23rd, 2015 at 4:32 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.