My Top 30 Index Turns Two.
Published In: Kiplinger Personal Finance, 2025, v. 79, n. 7. P. 47 1 of 3
Database: Academic Search Ultimate 2 of 3
Authored By: GLASSMAN, JAMES K. 3 of 3
Abstract
The article discusses the performance and composition of a custom stock portfolio called Top 30, created as an alternative to the Dow Jones Industrial Average. Over its first two years, Top 30 outperformed the Dow with a total return of 34.9% compared to the Dow's 24.0%, although its performance varied significantly in the second year due to market volatility and external economic factors, including trade tensions and tariffs. Notable winners in the portfolio included Berkshire Hathaway and Netflix, while companies like Nike and Halliburton faced significant declines. The author emphasizes the importance of maintaining a long-term investment strategy despite market fluctuations and suggests focusing on service-oriented stocks that are less affected by trade issues. [Extracted from the article]
Additional Information
- Source:Kiplinger Personal Finance. 2025/07, Vol. 79, Issue 7, p47
- Document Type:Article
- Subject Area:Business and Management
- Publication Date:2025
- ISSN:1528-9729
- Accession Number:185297292
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