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The Buy List is down -0.20% for the year, and the S&P 500 is down -0.30% (not including dividends). The daily volatility of the Buy List is 7.15% greater than the S&P 500.

Here's the graph based on a $1 million equally weighted in the 20 stocks at the beginning of the year.

By avoiding the heavy cyclicals, we avoided much of the pain of the correction.

Posted by edelfenbein at June 23, 2006 9:06 PM