For the quarter ending March 30, the Moose Pond portfolio increased in value by 2.9%. In comparison, the S&P 500 increased 0.18% for the same period. See the portfolio performance report for the quarter.
The top five advancers for the quarter were SYK (+20.8%), IFIN (+16.9%), GYI (+13.6%).,CAH (+13.4%), and JKHY (+12.7%). The laggards were AMGN (-18.2%), JNJ (-8.4%), INTC (-5.0%), CBH (-5.0), and BRO (-3.9).
Other than normal dividend reinvestment activity, we bought WAG and added to our position in JNJ. We bought more Vanguard total stock market index (an exchange traded fund) as a holding place for funds available to invest. We sold UTSI and IFIN. (IFIN was acquired by another company.)