The 2007 Buy List

The 2007 trading year is over. For the year, our Buy List gained 4.99% compared with 3.53% for the S&P 500. Including dividends, the Buy List was up 5.58%, which just barely beat the S&P 500 at 5.49%.

This is impressive if you consider that our Buy List was more stable than the overall market. Our daily volatility was 8.92% less than the S&P 500.

In 2006, the Buy List gained 10.68%, while the S&P 500 was up 13.62%. Including dividends, the 2006 Buy List was up 11.43%, and the S&P 500 was up 15.80%.

For 2007, the best-performing stock was Respironics (RESP) which soared 73.46% followed by Amphenol (APH) which gained 49.39%. The worst stock was Nicholas Financial (NICK) which lost 38.73% followed by Harley-Davidson (HOG) which dropped 33.72%.

I track the Buy List as if it’s a $1 million portfolio. In September, Biomet was bought out at $46 a share. The proceeds were divided up into the remaining 19 stocks. This spreadsheet has more details on how well the Buy List did in 2007.

Here’s how the Buy List did throughout the year:

Posted by on December 31st, 2007 at 5:35 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.