I’m Loving It: A 19% Gain in McDonald’s

The Stock Trader Alert portfolio is holding its ground for another week, and as a result, there are no new trades.

Also, we here at Banyan Hill are observing the July Fourth holiday on Monday and Tuesday next week. Because of this, next week’s update will be delayed until Wednesday. I hope you all enjoy the celebration of the birth of this great nation and take the time to relax with your families.

The past week was volatile for the Stock Trader Alert portfolio.

First off, our McDonald’s Corporation (NYSE: MCD) position soared to a gain of nearly 19% in just over two months, following news that the company was replacing cashiers with kiosks.

It’s currently one of the top positions in our open portfolio, followed by Wal-Mart (NYSE: WMT), which is sitting at around 18%.

Meanwhile, our Costco Wholesale Corporation (Nasdaq: COST) position continued to struggle in the wake of Amazon’s acquisition of Whole Foods Market.

But now is not the time for knee-jerk trading.

The Stock Trader Alert system still sees value in our current positions, and rightly so. The portfolio continues to outperform the broader market with six of your 10 holdings sitting comfortably in positive territory, for an average return of more than 2% per position.

This system is known for steady gains — no matter what the market throws our way. After all, we have a 71% win rate (which I’ve got to say I’m immensely proud of), with 30 wins out of 42 closed trades. And including our losses, we have an overall return of 92%!

That’s not something most systems can boast.

What’s more, our exchange-traded fund (ETF) position in the SPDR S&P 500 ETF (NYSE Arca: SPY) is up 8.82% year to date as the S&P 500 Index continues to high new all-time highs. (For more information on returns, see our backtesting data and the full portfolio history.)

Once again, the current market conditions are exactly why you need a rules-based investment system to remove emotional trading and secure longer-term success.

You are winning, so let’s keep up the good job!

The Stock Trader Alert Portfolio

We continue to hold 50% of our portfolio in the SPDR S&P 500 ETF.

The remaining 50% of your portfolio should be divided evenly among the following 10 stocks:

Stock Trader Alert Portfolio

Position Ticker
AptarGroup Inc. ATR
Automatic Data Processing ADP
Clorox Company CLX
Costco Wholesale Corporation COST
Cracker Barrel Old Country Store Inc. CBRL
CVS Health Corporation CVS
Genuine Parts Company GPC
Jack Henry & Associates JKHY
McDonald’s Corporation MCD
Wal-Mart Stores WMT
* Positions updated as of June 26, 2017

Last, but certainly not least, if you have any questions about the ETF position, or any other part of the Stock Trader Alert system, please drop me a line at stocktrader@banyanhill.com.

I appreciate every bit of feedback you send my way.

As you know, we’re still in the beta test stage, so we’re constantly looking at ways to improve this service in any way we can before releasing it in full.

Your comments are an integral part of that evolution. So a big thank-you to those who continue to write in with your thoughts.

Kind regards,

Ted Bauman
Editor, Stock Trader Alert