The Buy List Since 2006

I don’t think I’ve done this yet, but here’s how the Buy List has performed since I started it in 2006. I had a small Buy List in 2005, but I didn’t formalize the system until the beginning of the 2006.
The red line is the Buy List and the black line is the S&P 500. The graph is done as if it was a portfolio starting with $1 million on December 31, 2005 (dividends aren’t included). All told, we’re trailing the S&P 500, 11.70% to 9.27%. The Buy List is 1.25% more volatile than the S&P 500.
image666.png
We completely missed the last leg of the rally in 2007. Fortunately, we did a lot better during the sell-off. At one point in February, we pulled even with the S&P 500.
The Buy List is a very conservative portfolio. The correlation of the daily changes with the S&P 500 is 0.83, which is pretty high.

Posted by on May 23rd, 2008 at 12:18 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.