The Deen's ListTM
A service of Deen Capital Management, Inc. (
Our goal: Outperform the S&P 500 in both up markets and down.
Our result: +72.5% for the 60 months ending February 26, 2018 (vs. +104.6% for the S&P)
For complete performance data, click here
Vol.16 #38 Tuesday, February 27, 2018 1:33PM EST

Please read carefully our disclaimers at the end of this newsletter.

Market Stance: BULLISH (since February 24, 2018)


Typical Client Performance
Bought iShares Core S&P 500 (IVV)
Typical Client Portfolio
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Typical Client Performance

Deen Capital S&P 500
Year-to-date as of February 26, 2018 +4.6% * +4.2%
12 months (Feb 26, 2017 to Feb 26, 2018) +17.2% * +19.6%
24 months (Feb 26, 2016 to Feb 26, 2018) +51.7% * +48.3%
36 months (Feb 26, 2015 to Feb 26, 2018) +32.1% * +39.6%
48 months (Feb 26, 2014 to Feb 26, 2018) +33.5% * +62.8%
60 months (Feb 26, 2013 to Feb 26, 2018) +71.1% * +104.6%

* An average of managed accounts, net after all commissions and fees.

Click here for more performance data.

Click here for information on managed accounts.

Bought iShares Core S&P 500 (IVV)

Initial percent of portfolio (approx.)15.6%
Net buy price in managed accounts*$279.07
Most recent close (Feb 26)$279.96
Net change (based on net buy price)-0.89
Today's volume as of 1:33PM EST3.8 million ($1.1 billion)
Average daily volume5.6 million ($1.5 billion)

* Buy prices shown are net after commissions and fees.

Today, Tuesday, February 27, 2018, I bought IVV, for both client and my personal accounts.

What I have done today is move money from individual stocks into this S&P 500 ETF. We are now 100% in S&P 500 ETFs.

I am still officially bullish, but also concerned that today's selling may signal the start of another market dip.

I am not saying that I predict another dip, only that I see increased uncertainty about the market's direction. When in doubt, I favor S&P 500 ETFs. I focus on relative performance. I seek to outperform. And I worry about the risk of underperforming. And these ETFs track the market -- they do not underperform.

-KD, Tuesday, February 27, 2018

Typical Client Portfolio

Company Name Stock
% of
iShares Core S&P 500 IVV 02/27/18 $279.07 $278.14 0.0 15.7% -0.3%
SPDR S&P 500 ETF SPY 02/21/18 $273.50 $276.08 0.9 84.2% +0.9%
Cash 0.1%  
Total 100%  

* Buy prices shown are net after commissions.

** Current prices are at least 20 minutes old.

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Welcome to The Deen's ListTM, an e-mail stock newsletter from Deen Capital Management, Inc.

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All stocks discussed in The Deen's ListTM involve a high degree of risk. It should not be assumed that any stock discussed in The Deen's ListTM or purchased by Deen Capital Management, Inc. will be profitable.

Past performance is not necessarily indicative of future results.

The information contained herein has been compiled from sources deemed to be reliable; however, we are not responsible for its accuracy or completeness.

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The Deen's List
PO Box 30925
Santa Barbara, CA 93130
(800) 353-4990

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