Here’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.
|Becton, Dickinson & Co.||BDX||$78.86||634.0350|
|Bed Bath & Beyond||BBBY||$38.61||1,295.0013|
|Johnson & Johnson||JNJ||$64.41||776.2770|
|Jos. A Bank Clothiers||JOSB||$42.19||1,185.1150|
Also as in previous years, I’ve only changed five stocks to the Buy List.
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.
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.
See also My 2009 Buy List: Year-End Report >>