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: +66.7% for the 60 months ending March 1, 2018 (vs. +94.4% for the S&P)
For complete performance data, click here
Vol.16 #40 Friday, March 2, 2018 11:35AM EST

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

Market Stance: BULLISH (since February 24, 2018)


Typical Client Performance
Bought SPDR S&P 500 ETF (SPY)
Typical Client Portfolio
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Typical Client Performance

Deen Capital S&P 500
Year-to-date as of March 1, 2018 +1.7% * +0.5%
12 months (Mar 1, 2017 to Mar 1, 2018) +14.8% * +13.8%
24 months (Mar 1, 2016 to Mar 1, 2018) +44.6% * +40.7%
36 months (Mar 1, 2015 to Mar 1, 2018) +29.8% * +35.0%
48 months (Mar 1, 2014 to Mar 1, 2018) +31.1% * +55.6%
60 months (Mar 1, 2013 to Mar 1, 2018) +66.2% * +94.4%

* 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 SPDR S&P 500 ETF (SPY)

Initial percent of portfolio (approx.)84.4%
Net buy price in managed accounts*$266.69
Most recent close (Mar 01)$267.70
Net change (based on net buy price)-1.01
Today's volume as of 11:36AM EST44.3 million ($11.8 billion)
Average daily volume113.5 million ($30.3 billion)

* Buy prices shown are net after commissions and fees.

Today, Friday, March 2, 2018, I bought SPY, for both client and my personal accounts.

Yes, I sold SPY just yesterday, and now I'm buying it back. They key is that I am buying it back at a lower price. Sitting on cash helps my relative performance only if I can buy back at a lower price.

My indicators are still overall negative, and we may not have seen the bottom of the current market downdraft, and yet I chose to return to 100% S&P 500 ETFs. Why? Because I have thereby locked in a significant gain in our relative performance.

-KD, Friday, March 2, 2018

Typical Client Portfolio

Company Name Stock
% of
SPDR S&P 500 ETF SPY 03/02/18 $266.69 $265.92 0.0 84.4% -0.3%
iShares Core S&P 500 IVV 02/27/18 $279.07 $267.88 0.4 15.5% -4.0%
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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