DWDI vs SPDR - 9/27 Recap
Major Markets, DWDI & SPDRs ended today as follows
Personal Portfolio +0.38%
In the DWD Index we had six stocks lose ground today with BUD and WPO losing the most, Fastenal was nearly unchanged dropping only a penny and Biomet, Home Depot and Medtronic all dropping 0.28, 0.16 and 0.31 respectively.
Johnson & Johnson was up 0.15, Microsoft up a respectable 0.88, Walmart up 0.51 and Wrigley up 0.95.
In the last five days Medtronic has dropped from $47.61 to todays close of $45.97 which is a drop of about 3.4%. The Fair Value Estimate for MDT is $64 which would represent a handsome 38% gain by just getting to fair value. The consider buying price for MDT is $54.50, below average risk (as are all the companys in the DWDI) a wide economic moat (like the rest) and a Stewardship Grade of 'A'
Medtronics is a Large Growth stock which kind of surprised me. I had heard of the company before but didn't realize they had such a large cap. It also looks like at around todays prices that this company is as inexpensive now as it was back in 2003. hmmm - looking back at my previous post I suppose I should have realized MDT was a large growth stock because that's how I had it classified on my post from Monday, Sept 25th!
I'm curious to see how these stocks fared against others in the MorningStar style box. MorningStar shows how well each type of company fared each day. Below we'll examine how each type of stock fared overall today and then compare it with the DWDI
DWDI performance below
| Market | %Change | Value |
| Dow | +0.17% | 11,689.24 |
| S&P 500 | +0.02% | 1,336.59 |
| NASDAQ | +0.09% | 2,263.39 |
| - | - | - |
| DWDI | -0.09% | 1,014.81 |
| SPY | +0.12% | 1,017.27 |
Personal Portfolio +0.38%
In the DWD Index we had six stocks lose ground today with BUD and WPO losing the most, Fastenal was nearly unchanged dropping only a penny and Biomet, Home Depot and Medtronic all dropping 0.28, 0.16 and 0.31 respectively.
Johnson & Johnson was up 0.15, Microsoft up a respectable 0.88, Walmart up 0.51 and Wrigley up 0.95.
In the last five days Medtronic has dropped from $47.61 to todays close of $45.97 which is a drop of about 3.4%. The Fair Value Estimate for MDT is $64 which would represent a handsome 38% gain by just getting to fair value. The consider buying price for MDT is $54.50, below average risk (as are all the companys in the DWDI) a wide economic moat (like the rest) and a Stewardship Grade of 'A'
Medtronics is a Large Growth stock which kind of surprised me. I had heard of the company before but didn't realize they had such a large cap. It also looks like at around todays prices that this company is as inexpensive now as it was back in 2003. hmmm - looking back at my previous post I suppose I should have realized MDT was a large growth stock because that's how I had it classified on my post from Monday, Sept 25th!
I'm curious to see how these stocks fared against others in the MorningStar style box. MorningStar shows how well each type of company fared each day. Below we'll examine how each type of stock fared overall today and then compare it with the DWDI
| Value | Core | Growth | |
| Large | 0.0% | -0.1% | 0.2% |
| Mid | -0.1% | 0.1% | 0.2% |
| Small | 0.3% | 0.3% | 0.5% |
DWDI performance below
| Value | Core | Growth | |
| Large | na | 0.22% | 0.28% |
| Mid | na | -0.89% | -0.58% |
| Small | na | na | na |
posted by Scott at
10:16 PM
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