The Top 50 List

I realize that this post of the 50 Best Performing Russell 3000 Stocks by Bespoke was YTD as of 12/2/11 rather than end of year but I doubt that many of the stocks listed here changed spots very much.  The one trend that sticks out to me is that 20 of the 50 are in the Health Care sector including the top 4.  This tells me the 2011 was a very defensive year, no need to look any farther than the bond market with the most rally in US treasuries now yielding below 2% on the 10 year note.

Unfortunately we did not own any in the DWCM portfolio nor did any of the stocks listed make our watch list.