2017 Buy List First-Half Review

The first half of the year is over and it was a decent one for our Buy List.

Through June 30, the 25 stocks on our Buy List gained 10.10%. Including dividends, we were up 10.66%.

For the S&P 500, the index was up 8.24%, and with dividends, it was up 9.34%.

So we’re beating the market. Not by a lot, but we’re ahead.

Eighteen of our 25 stocks are up for the year. Fourteen are up more than 10%, and four are up more than 29%. CR Bard (BCR) just edges out Cerner (CERN) for first place, 40.7% to 40.3%. Our biggest loser on the year is Ross Stores (ROST) which is down 12.0%.

Let’s also remember — number of trades = 0.

Posted by on July 1st, 2017 at 1:41 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.