From the portfolio’s Sept. 10 meeting to the Oct. 14 close, CrowdStrike rose 19.4%, while BNY fell 15.4%. Over the separate interval from the Sept. 10 market close to Oct. 14, the Nasdaq Composite gained 2.3% and the Dow Jones Industrial Average lost 0.9%.
CrowdStrike gained 19.4% between the portfolio’s Sept. 10 meeting and the Oct. 14 close. Meta Platforms rose 14.4%, and TJX Companies added 13%. BNY lost 15.4%, while Goldman Sachs fell 13.8% and FedEx Freight declined 12.4%.
The stock returns start from the portfolio’s Sept. 10 meeting. The index figures use a different starting point: the Sept. 10 market close. From that close to Oct. 14, the Nasdaq Composite rose from 26,081.72 to 26,692.87, a 2.3% gain. The Dow Jones Industrial Average fell from 52,064.10 to 51,621.48, a 0.9% decline.
The ranking covers the portfolio’s 32 holdings. It does not rank U.S. stocks as a whole.
