The Buy List’s Performance for the First Half

We’re halfway done with 2007 (and three-fourths done with this decade), so let’s look at how the Buy List is doing.
The Buy List is up 3.05% for the year while the S&P 500 is up 6.00%. Obviously, I’m not happy to lose to the overall market, but we’re in the black and we’ve closed the gap recently. Also, the Buy List is somewhat conservative. The daily volatility is 4.7% less than the S&P 500.
Adding in dividends, the Buy List is up 3.33% and the S&P 500 is up 6.96%. The annual yield of the Buy List is 0.53%.
Here’s a chart:
As you can see, I totally missed the S&P’s cyclical surge in April and May. I purposely underweighted cyclicals at the beginning of the year (though we have a few good ones like Graco and Donaldson), and I’m even more leery of those sectors today.
Ten stocks are up, ten stocks are down. The best is Jos. A Banks (JOSB) which is up 41.29%. The worst is Harley-Davidson (HOG) down -15.41%.

Posted by on June 29th, 2007 at 4:56 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.