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).
Admiral Group +10%.
S&P Global +25%.
Van Lanschot +25%.
- 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!