Historical Results of the Bandy 20

Historical Results

The following tables show the evolution of the Bandy 20 since its inception on February 11, 2000¹. The charts are bulky, but the data is all here. This is the basis for the discussion in the portfolio analysis section. I have all of these files in MS Excel format, so if for some reason you want to have the Excel files, just let me know and I can email them to you (or you could email me at jvbandy@gmail.com and tell me how one can allow users to download files from this website, and I could make such a function available).

The following table shows the holdings of the Bandy 20 for each quarter (starting and ending on the 11^th of each Feb, May, Aug, and Nov.) since its inception

Feb-00

May-00

Aug-00

Nov-00

11-Feb

May-01

Aug-01

Nov-01

Feb-02

11-May

Aug-02

Nov-02

Feb-03

May-03

11-Aug

Nov-03

Feb-04

May-04

Aug-04

11-Nov

Feb-05

May-05

Aug-05

Nov-05

11-Feb

May-06

Aug-06

Nov-06

Feb-07

11-May

Aug-07

Nov-07

11-Feb

PFE

NBG

HOG

BBV

YHOO

PCLN

AHL

NKE

LLY

SAFT

MMM

VRSN

WMT

IBM

JDSU

SNP

CAT

JNJ

INTC

DELL

NSM

MCD

TOA

TSM

FNF

MSFT

MWD

BRK-A

TKC

AMGN

HMC

WMT

CRYP

ING

NOK

MYL

AAPL

DOW

COP

ACH

The following table (broken down into 4 parts) shows the evolution of the Bandy 20 by quarters (starting and ending on the 11^th of each Feb, May, Aug, and Nov.)

Quarterly Gain (Loss) of Bandy 20: February 11 2000-November 11 2001

	Feb-00		May-00		Aug-00		Nov-00		11-Feb		May-01		Aug-01		Nov-01
1	FNF	N/A	FNF	17.70%	FNF	26.91%	FNF	31.81%	FNF	43.38%	FNF	-33.77%	FNF	17.28%	FNF	-1.98%
2	P	N/A	P	36.91%	P	8.92%	P	11.38%	P	-7.78%	P	8.02%	P	-1.98%	P	-1.78%
3	CAT	N/A	CAT	8.68%	CAT	0.49%	CAT	-6.43%	CAT	21.19%	CAT	24.60%	CAT	1.50%	CAT	-9.39%
4	NKE	N/A	NKE	27.57%	NKE	12.63%	NKE	-8.83%	NKE	26.83%	NKE	-28.40%	NKE	23.88%	NKE	2.46%
5	LLY	N/A	LLY	21.86%	LLY	3.28%	LLY	17.52%	LLY	-10.54%	LLY	4.60%	LLY	-6.87%	LLY	0.74%
6	MMM	N/A	MMM	4.28%	MMM	13.31%	MMM	-1.22%	MMM	17.20%	MMM	6.63%	MMM	-5.93%	MMM	2.11%
7	IBM	N/A	IBM	-9.37%	IBM	15.62%	IBM	-22.80%	IBM	20.56%	IBM	-0.05%	JDSU	-57.61%	JDSU	4.56%
8	BBV	N/A	BBV	-3.35%	BBV	14.34%	BBV	-11.45%	BBV	17.02%	BBV	-8.53%	BBV	-10.48%	YHOO	-11.02%
9	JNJ	N/A	JNJ	11.13%	JNJ	14.09%	JNJ	-3.16%	JNJ	0.93%	JNJ	2.73%	JNJ	13.54%	JNJ	8.63%
10	DELL	N/A	DELL	21.18%	DELL	-15.66%	DELL	-38.98%	DELL	2.17%	NSM	9.39%	NSM	29.23%	NSM	-9.15%
11	MCD	N/A	MCD	9.28%	MCD	-12.43%	MCD	-1.13%	MCD	-9.40%	MCD	-6.77%	CA	18.75%	CA	-16.49%
12	PFE	N/A	PFE	22.53%	PFE	0.41%	PFE	3.14%	PFE	2.28%	PFE	-4.29%	PFE	-4.16%	PFE	2.79%
13	MSFT	N/A	MSFT	-32.09%	MSFT	6.75%	MSFT	-6.99%	MSFT	-12.25%	MSFT	17.37%	MSFT	-5.59%	MSFT	-0.46%
14	BRK-A	N/A	BRK-A	8.28%	BRK-A	12.07%	BRK-A	0.00%	BRK-A	11.58%	BRK-A	-1.30%	BRK-A	1.97%	BRK-A	1.50%
15	AMGN	N/A	AMGN	-1.60%	AMGN	13.08%	AMGN	-7.36%	AMGN	12.39%	AMGN	-16.48%	AMGN	0.83%	HMC	-13.96%
16	WMT	N/A	WMT	0.02%	WMT	-6.82%	WMT	-16.09%	WMT	15.51%	WMT	7.49%	WMT	-0.78%	WMT	2.96%
17	NOK	N/A	NOK	6.23%	NOK	-20.38%	NOK	-7.83%	NOK	-26.82%	X	26.28%	X	0.89%	X	-26.75%
18	AAPL	N/A	AAPL	-5.48%	AAPL	-7.24%	AAPL	-60.03%	AAPL	0.31%	AAPL	19.56%	AAPL	-16.80%	AAPL	-1.68%
19	UN	N/A	UN	-3.59%	UN	12.96%	UN	19.04%	UN	2.02%	UN	-2.22%	UN	6.50%	UN	-6.82%
20	WB	N/A	WB	4.58%	WB	-9.12%	WB	6.83%	WB	1.50%	WB	-3.70%	WB	18.85%	WB	-15.53%

1	TOTAL	0.00%	TOTAL	7.24%	TOTAL	4.16%	TOTAL	-5.13%	TOTAL	6.40%	TOTAL	1.06%	TOTAL	1.15%	TOTAL	-4.46%

Quarterly Gain (Loss) of Bandy 20: February 11 2002-November 11 2003

	Feb-02		11-May		Aug-02		Nov-02		Feb-03		May-03		11-Aug		Nov-03
1	FNF	3.47%	FNF	27.23%	FNF	7.24%	FNF	0.20%	FNF	0.41%	FNF	14.85%	FNF	2.75%	FNF	10.52%
2	P	2.58%	P	4.72%	P	-13.08%	COP²	-6.40%	COP	0.88%	COP	6.46%	COP	6.97%	COP	6.19%
3	CAT	3.92%	CAT	6.78%	CAT	-14.93%	CAT	-6.13%	CAT	5.06%	CAT	23.76%	CAT	30.01%	CAT	5.26%
4	NKE	21.52%	NKE	-12.28%	NKE	-16.81%	NKE	-2.17%	NKE	2.72%	NKE	23.62%	NKE	-2.10%	NKE	17.61%
5	BA	30.56%	BA	1.48%	BA	-5.69%	BA	-23.48%	BA	-3.41%	BA	-2.48%	BA	11.36%	BA	19.58%
6	VRSN	-40.04%	VRSN	-61.06%	VRSN	-43.60%	VRSN	40.60%	VRSN	-3.53%	VRSN	53.86%	VRSN	9.43%	VRSN	28.11%
7	JDSU	-24.54%	JDSU	-45.38%	JDSU	-38.10%	JDSU	-1.28%	JDSU	25.54%	JDSU	12.76%	JDSU	-10.70%	JDSU	18.15%
8	YHOO	20.55%	YHOO	-6.53%	YHOO	-22.64%	YHOO	24.75%	YHOO	22.65%	YHOO	36.83%	YHOO	15.42%	YHOO	40.55%
9	JNJ	-3.94%	JNJ	8.75%	JNJ	-11.56%	JNJ	10.47%	JNJ	-13.03%	JNJ	8.78%	JNJ	-7.88%	JNJ	-4.58%
10	NSM	-7.45%	NSM	6.11%	NSM	-39.61%	NSM	-22.56%	NSM	-2.55%	NSM	65.95%	NSM	4.83%	NSM	83.97%
11	CA	-0.69%	CA	-37.60%	CA	-46.70%	CA	50.28%	CA	-6.03%	CA	30.91%	CA	43.69%	CA	-5.87%
12	PFE	-2.66%	PFE	-11.16%	PFE	-9.93%	PFE	2.36%	F	5.26%	F	12.82%	F	9.32%	F	15.80%
13	MSFT	-6.27%	MSFT	-18.10%	MSFT	-3.85%	MSFT	11.93%	MSFT	-13.81%	MSFT	13.91%	MSFT	-2.86%	MSFT	1.31%
14	BRK-A	3.67%	BRK-A	2.99%	BRK-A	-6.21%	TKC	24.70%	TKC	-15.26%	TKC	-9.58%	TKC	26.69%	TKC	5.69%
15	HMC	4.07%	HMC	15.53%	HMC	-7.14%	HMC	-18.62%	HMC	0.25%	HMC	2.26%	HMC	13.88%	HMC	0.95%
16	WMT	9.49%	WMT	-10.83%	WMT	-8.19%	WMT	7.87%	WMT	-10.72%	CRYP	53.07%	CRYP	14.13%	CRYP	66.10%
17	X	34.41%	X	0.78%	X	-17.01%	X	-20.76%	X	1.78%	X	14.70%	X	16.58%	X	43.04%
18	AAPL	33.58%	AAPL	-6.65%	AAPL	-35.68%	AAPL	1.07%	AAPL	-5.28%	AAPL	27.44%	AAPL	7.43%	AAPL	9.56%
19	UN	4.77%	UN	13.36%	UN	-6.43%	NBG	-15.42%	NBG	-13.55%	NBG	15.68%	NBG	31.31%	NBG	11.39%
20	WB	4.21%	WB	17.65%	WB	-2.81%	WB	-8.04%	WB	3.50%	WB	15.20%	WB	10.85%	WB	5.56%

	TOTAL	4.56%	TOTAL	-5.21%	TOTAL	-17.14%	TOTAL	2.47%	TOTAL	-0.96%	TOTAL	21.04%	TOTAL	11.56%	TOTAL	18.94%

Quarterly Gain (Loss) of Bandy 20: February 11 2004-November 11 2005

	Feb-04		May-04		Aug-04		11-Nov		Feb-05		May-05		Aug-05		Nov-05
1	FNF	36.27%	FNF	-14.77%	FNF	8.19%	FNF	8.94%	FNF	18.06%	FNF	-23.26%	FNF	15.09%	FNF	1.48%
2	COP	20.22%	COP	7.78%	COP	1.23%	COP	19.14%	COP	14.73%	COP	7.01%	COP	26.66%	COP	-3.90%
3	CAT	10.21%	CAT	-6.98%	CAT	-0.92%	CAT	25.32%	CAT	3.72%	CAT	-1.57%	CAT	22.68%	CAT	-0.69%
4	NKE	18.59%	NKE	-7.50%	NKE	4.41%	NKE	21.19%	NKE	-0.12%	NKE	-7.78%	NKE	5.60%	NKE	6.38%
5	BA	17.06%	BA	-2.96%	BA	16.07%	BA	9.73%	BA	0.17%	BA	12.02%	BA	11.86%	BA	-2.55%
6	VRSN	14.30%	VRSN	-4.83%	VRSN	-5.74%	VRSN	66.84%	VRSN	-9.74%	VRSN	10.28%	VRSN	-14.88%	VRSN	-0.08%
7	JDSU	46.09%	JDSU	-37.30%	JDSU	-2.22%	JDSU	2.59%	JDSU	-39.75%	SNP	-4.51%	SNP	20.62%	SNP	-3.67%
8	YHOO	17.82%	YHOO	11.83%	YHOO	2.47%	YHOO	37.82%	YHOO	-9.63%	YHOO	2.14%	YHOO	0.17%	YHOO	10.16%
9	JNJ	11.90%	JNJ	1.33%	JNJ	2.09%	JNJ	8.77%	JNJ	10.90%	JNJ	2.02%	JNJ	-4.89%	JNJ	-4.77%
10	NSM	-6.45%	NSM	8.75%	NSM	-36.96%	NSM	20.65%	NSM	18.36%	NSM	2.00%	NSM	23.61%	C	11.39%
11	CA	16.04%	CA	-1.22%	CA	-11.80%	CA	25.70%	CA	-8.17%	CA	3.98%	CA	-2.59%	CA	7.85%
12	F	19.66%	F	-1.13%	F	-0.38%	F	0.91%	F	-7.62%	F	-25.41%	F	8.43%	F	-22.12%
13	MSFT	5.22%	MSFT	-4.45%	MWD	-8.29%	MWD	9.52%	MWD	16.24%	MWD	-16.95%	MWD	8.88%	MWD³	2.90%
14	TKC	40.51%	TKC	-6.31%	TKC	32.45%	TKC	53.72%	TKC	24.91%	TKC	-5.29%	TKC	2.89%	TKC	7.76%
15	HMC	8.12%	HMC	-7.08%	HMC	18.55%	HMC	6.12%	HMC	3.05%	HMC	-4.64%	HMC	7.29%	HMC	3.71%
16	CRYP	13.97%	CRYP	24.67%	CRYP	-26.88%	CRYP	58.84%	CRYP	18.32%	CRYP	40.85%	CRYP	-39.29%	CRYP	3.40%
17	X	50.67%	X	-24.15%	X	35.94%	X	19.20%	X	21.24%	X	-20.15%	X	6.64%	X	-11.99%
18	AAPL	10.49%	AAPL	14.03%	AAPL	14.30%	AAPL	78.27%	AAPL	46.84%	AAPL	-12.29%	AAPL	23.56%	AAPL	39.86%
19	NBG	33.87%	NBG	2.39%	NBG	-3.26%	NBG	40.00%	NBG	9.64%	NBG	2.67%	NBG	17.43%	NBG	0.26%
20	WB	5.51%	WB	-4.28%	WB	-0.50%	ACH	42.93%	ACH	-2.60%	ACH	-6.75%	ACH	16.45%	ACH	6.76%

	TOTAL	19.50%	TOTAL	-2.61%	TOTAL	1.94%	TOTAL	27.81%	TOTAL	6.43%	TOTAL	-2.28%	TOTAL	7.81%	TOTAL	2.61%

Quarterly Gain (Loss) of Bandy 20: February 11 2006-November 11 2007

	11-Feb		May-06		Aug-06		Nov-06		Feb-07		11-May		11-Aug		11-Nov⁶
1	FNF	-5.28%	FNF	13.30%	FNF	-9.23%	FNF⁴	17.52%	FNF	12.79%	FNF	4.50%	FNF	-18.52%	FNF	-27.4%
2	COP	-6.53%	COP	13.39%	COP	3.37%	COP	-7.19%	COP	6.17%	COP	5.42%	COP	14.00%	COP	4.76%
3	CAT	25.81%	CAT	16.18%	CAT	-15.45%	CAT	-10.69%	CAT	9.26%	CAT	16.06%	CAT	4.51%	CAT	-9.15%
4	NKE	-2.47%	NKE	-3.38%	NKE	-5.54%	NKE	23.42%	NKE	10.56%	NKE	2.73%	NKE	6.23%	NKE	11.13%
5	BA	11.46%	BA	22.03%	BA	-13.56%	BA	13.11%	BA	5.53%	SAFT	-11.28%	SAFT	-19.84%	SAFT	11.42%
6	VRSN	-0.84%	VRSN	-3.12%	VRSN	-25.48%	VRSN	28.64%	VRSN	16.90%	VRSN	2.29%	VRSN	12.65%	VRSN	10.79%
7	SNP	32.42%	SNP	12.70%	SNP	-9.85%	SNP	26.36%	SNP	12.68%	SNP	21.24%	SNP	-2.56%	SNP	42.58%
8	PCLN	-6.99%	PCLN	31.45%	PCLN	7.06%	PCLN	31.34%	PCLN	12.26%	AHL	6.14%	AHL	-12.45%	AHL	13.68%
9	JNJ	-3.65%	INTC	-8.58%	INTC	-9.60%	INTC	18.79%	INTC	2.75%	INTC	6.50%	INTC	8.31%	INTC	5.16%
10	C	-3.23%	C	8.79%	C	-2.73%	C	7.33%	C	6.51%	C	0.45%	C	-11.35%	C	-27.72%
11	CA	-6.97%	CA	-8.68%	CA	-12.08%	TOA	-25.41%	TOA	21.49%	TOA	-60.60%	TOA	-37.24%	TOA	-85.77%
12	F	5.06%	F	-12.72%	F	4.24%	F	16.42%	F	1.75%	F	-4.12%	F	0.00%	F	-2.03%
13	MS³	9.59%	MS	6.99%	MS	2.15%	MS	17.75%	MS	7.00%	MS	4.48%	MS⁵	-12.78%	MS	-8.67%
14	TKC	22.50%	TKC	-0.51%	TKC	-13.15%	TKC	12.41%	TKC	4.99%	TKC	8.50%	TKC	17.86%	TKC	42.03%
15	HMC	6.59%	HMC	23.92%	HMC	-6.53%	HMC	8.76%	HMC	10.60%	HMC	-13.77%	HMC	-0.05%	HMC	1.93%
16	CRYP	-2.80%	CRYP	34.71%	CRYP	-16.63%	CRYP	-15.54%	CRYP	44.10%	CRYP	-14.06%	CRYP	-1.03%	CRYP	-14.56%
17	X	43.48%	X	31.24%	X	-23.27%	X	18.18%	X	26.37%	X	32.84%	X	-21.62%	X	8.77%
18	AAPL	9.38%	AAPL	1.25%	AAPL	-6.60%	DOW	14.40%	DOW	3.91%	DOW