Stocks? Pt. 3

Through the first six months of the year, the S&P 500 is up from 1462 to 1606 (9.8%), while the Morningstar value portfolio is up 6.6%.

Applied Materials (+28%), Berkshire Hathaway (+23%), Microsoft (+26%), and Western Union (+23%) stood out as winners, but the portfolio had double-digit losers in Weight Watchers (-14%) and CH Robinson (-12%) as well.  As before, many companies in the portfolio remain good values, but simply are not among the more popular or trendy stocks currently.

Although the portfolio may remain a quality long-term investment short-term performance has been mixed so far.