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Here’s my 2007 Buy List. For tracking purposes, I assume it’s a $1,000,000 portfolio and each position is worth $50,000. Here’s each stock, ticker, starting price and number of shares. This is what I'm refering to when I write on how the Buy List is doing.

Fifteen stocks return from 2006. The five new stocks are Amphenol, Graco, Jos. A Bank Clothiers, Nicholas Financial and WR Berkley. The sells are Brown & Brown, Dell, Expeditors, Home Depot and Wachovia.

The total market cap of all the companies is $288 billion, which is much smaller than last year. UnitedHealth is the largest at $72 billion. Nicholas Financial is by far the smallest at $117 million. The average dividend yield is 0.55%.

That's it. The list is now "lock and sealed," and I can't touch it until next year.

Posted by edelfenbein at December 30, 2006 6:55 AM