Watch Lists This Week

The Watch Lists all beat their respective benchmarks this week. The small cap watch list turned in a 1.85% gain for the week, beating the S&P small cap index (1.40%) and the Russell 2000 (1.37%). Since January 31 it has opened up an advantage of more than 200 basis points against its peers.

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The mid cap watch list gained 1.89%, beating a 1.62% performance from the S&P mid-cap, giving it a lead since inception of more than 100 basis points.

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The large cap watch list gained 1.61%, compared with 1.22% for the S&P 500. Its lead since inception is about 40 basis points.

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Finally, the best performance of all still belongs to the legacy names in our all-cap watch list from July 2006, while the worst performance (embarrassingly) still comes from our own portfolio.

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We’re going to have to work on that.

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