The Halfway Point

The first half of 2015 is officially on the books.

For the first six months of this year, our Buy List has crushed the S&P 500 by a ratio of 15 to 1!!

Well, technically.

Our Buy List is up 3.02% YTD while the S&P 500 has gained a meager 0.20%.

Including dividends, our Buy List was up 3.59% while the S&P 500 with dividends gained 1.22%.

Here’s how each of our stocks has performed. I’ve included the price gain and the dividend-adjusted gain.

Symbol Price Gain With Dividend
FISV 16.71% 16.71%
SNA 16.46% 17.29%
SBNY 16.22% 16.22%
CTSH 16.01% 16.01%
WAB 8.46% 8.60%
HRL 8.20% 9.20%
EBAY 7.34% 7.34%
ESRX 5.04% 5.04%
ROST 3.14% 3.62%
BLL 2.90% 3.28%
WFC 2.59% 3.97%
BCR 2.45% 2.71%
AFL 1.82% 3.10%
SYK 1.31% 2.06%
F -3.16% -1.25%
MOG-A -4.53% -4.53%
MSFT -4.95% -3.64%
BBBY -9.44% -9.44%
ORCL -10.38% -9.82%
QCOM -15.74% -14.66%

Posted by on June 30th, 2015 at 5:02 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.