First-Half Summary

Here’s a look at how each Buy List stock did during the first half of the year. We trailed the overall market but only by a small amount.

The Buy List was down 4.39% for the first six months of the year while the S&P 500 was down 4.04%. That doesn’t include dividends. I always include dividends in the track record data. I haven’t had time yet to go through the numbers. The Buy List yields less than the S&P 500 but not by much.

Ticker 31-Dec 30-Jun Gain/Loss
TREX $89.88 $130.07 44.72%
FDS $268.30 $328.47 22.43%
MCO $237.41 $274.73 15.72%
DHR $153.48 $176.83 15.21%
ANSS $257.41 $291.73 13.33%
CHD $70.34 $77.30 9.89%
HRL $45.11 $48.27 7.01%
SLGN $31.08 $32.39 4.21%
BR $123.54 $126.19 2.15%
SHW $583.54 $577.85 -0.98%
ICE $92.56 $91.60 -1.04%
RPM $76.76 $75.06 -2.21%
CHKP $110.96 $107.43 -3.18%
SCL $102.44 $97.10 -5.21%
CERN $73.39 $68.55 -6.59%
HSY $146.98 $129.62 -11.81%
BDX $271.97 $239.27 -12.02%
SYK $209.94 $180.19 -14.17%
FISV $115.63 $97.62 -15.58%
DIS $144.63 $111.51 -22.90%
ROST $116.42 $85.24 -26.78%
MIDD $109.52 $78.94 -27.92%
GL $105.25 $74.23 -29.47%
AFL $52.90 $36.03 -31.89%
EGBN $48.63 $32.75 -32.65%

Posted by on July 1st, 2020 at 10:50 am


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.