The Buy List So Far

I’ll have more details after Monday’s close, which is the end of Q3. But through Friday, our Buy List is up 24.49% for the year compared with 18.62% for the S&P 500. That’s a lead of 5.87% which is our widest lead of the year. On April 23, we were trailing the S&P 500 by 3.61% so this has been quite a turnaround for us.

These numbers don’t include dividends, but that’s not a major factor. Our Buy List yields less than the S&P 500, but it’s only around 0.4%. If I have time, I’ll have the dividend-adjusted numbers on Monday.


Posted by on September 27th, 2013 at 4:58 pm

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