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« The 2009 Buy List | Main | Mars Goal By 2010, Soviets Say » December 31, 2009 The 2010 Buy ListHere’s my 2010 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 referring to when I discuss how well the Buy List is doing.
Also as in previous years, I’ve only changed five stocks to the Buy List. The five stocks I’m taking out are Amphenol (APH), Cognizant Technology Solutions (CTSH), Donaldson (DCI), Danaher (DHR) and FactSet Research Systems (FDS). The five new stocks are Gilead Sciences (GILD), Intel (INTC), Johnson & Johnson (JNJ), Reynolds American (RAI) and Wright Express (WXS). The average stock on the Buy List is a bit larger than in previous years. The total market cap of the 20 stocks is $580 billion. The average dividend yield is 1.70% which is also higher than in previous years. Only six stocks have remained on for all five years; AFLAC (AFL), Bed, Bath & Beyond (BBBY), Fiserv (FISV), Medtronic (MDT), SEI Investments (SEIC) and Sysco (SYY). The list is now locked in and I can’t make any changes for the next 12 month. I’ll start tracking the new list on Monday, January 4, 2010. Posted by edelfenbein at December 31, 2009 8:40 PM |
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