Our highlighted stocks continue to perform well returning 3.07% YTD not including dividends, compared to only .44% for the S&P 500 including dividends. The highlighted stocks list continues to be our strong suit and the working horse stalwart of the newsletter.
The sample portfolio on the other hand, is almost a mirror image losing 2.9% for the year. This is the third year in a row that the sample portfolio has started out behind the S&P 500 in the first half of the year.
The last two years we were able to overcome our slow start, coming out ahead of the S&P 500 by a couple percentage points. While it’s not an ideal way to start the first third of the year, we expect to once again finish strong and come out on the winning side.