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For some time, I’ve been keeping a watchlist of stocks on this blog. This list of 9 companies has not changed since the beginning of the year. Here’s how the stocks have performed year-to-date (for simplicity, in local currency).

Alphabet +17%.

Admiral Group +10%.

Visa +17%.

Ryanair +9%.

Roche +15%.

S&P Global +25%.

Kinepolis +25%.

DeVry +21%.

Van Lanschot +25%.

Some observations:

  • In a bull market, it’s the smaller value plays that perform best (e.g., Van Lanschot, DeVry).
  • Depending on the specific circumstances, both “averaging up” and “averaging down” make sense in a portfolio.
  • It’s time to update the list!