Final Q3 Numbers

The third quarter is on the books. For the year, the S&P 500 is up 17.91% while our Buy List is up 24.12%. Including dividends, the S&P 500 is up 19.79% and our Buy List is up 25.57%.

If we hold on for three more months, it will be our seventh-straight market-beating year.

Our #1 performer is Moog (up 42.99%). Second is Bed Bath & Beyond (38.37%). Six of our stocks are up more than 30%, and 13 are up more than 20%. The worst stock, and our only loser, is Oracle (-0.45%).

The “beta” of our Buy List is 1.0035, and the daily correlation with the S&P 500 is 93.2%. At an annualized rate, the return from dividends of the S&P 500 is a bit more than our Buy List: 2.13% to 1.55%.

The combined 7-3/4 years of our Buy List is up 103.8% to the S&P 500′s 58.90%. (That would be rebalanced every year.)

Posted by on September 30th, 2013 at 4:37 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.