DWDI vs SPDR - 10/04 Recap
Market | % Change | Value |
Dow | +1.05% | 11,850.61 |
S&P 500 | +1.21% | 1,350.22 |
NASDAQ | +2.11% | 2,290.95 |
- | - | - |
DWDI | +1.46% | 1,035.42 |
SPY | +1.17% | 1,026.24 |
Personal Portfolio | +1.14 |
DWD Warm & Fuzzy Index | +1.70% |
DWD Ambitious Index | +1.09% |
The Lisa Portfolio | +1.70% |
Skip's List | +1.51 |
Personal Portfolio +1.14%
WARM Index +1.70
Ambitious Index +1.09 (about +1.75% w/o W.P Stewart & Co.)
The Lisa Portfolio +1.70 (Lowes up 4.65%, Worthington up 3.55%) Congrats!
Skip's List +1.51% (SVVS +4.23%, Ford +4.01%, Stifel Financial + 3.13%)
Daily recap for the 10 Stocks that make up the DWD Index
Stock | % Change | Value |
Anheuser-Busch | 1.36 | 101.44 |
Biomet | 1.52 | 103.75 |
Fastenal | 3.41 | 104.41 |
Home Depot | 1.79 | 104.26 |
Johnson&Johnson | 0.50 | 102.93 |
Medtronic | 3.78 | 104.98 |
Microsoft | 2.08 | 104.80 |
Wal-Mart | 0.18 | 102.61 |
Washington Post | 0.27 | 104.75 |
Wrigley | -0.42 | 101.49 |
Large growth stocks surged ahead an average of 1.6% today which vaulted the Dow to another all time high but, the biggest gains were still to be found in the small cap stocks which had a majority rise over 2% (2.1% for small-cap core and 2.2% for small-cap growth stocks)
Incidently, JNJ is no longer a 5 star stock according to MorningStar. It is now rated with 4 Stars. This is not a poor reflection on JNJ it's just that it's price is starting to come in line with its fair value.
Closing Price today $65.83
Consider Buying Price $64.80
Fair Value Estimate $76.00
So, it looks like once the closing price exceeds the consider buy price then we lose a star. I'm guessing another star gets lost when JNJ hits it's Fair Value price.
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