The Witching Hour for Our Procurement Stock Portfolio? Maybe, Maybe Not… [Plus+]


As we rapidly approach the end of the year, and as the witches and wizards appeared on our streets in October and the nights lengthen, can our three Spend Matters stock-pickers turn their performance around and beat the market over the final months of the year? We’re talking about our portfolio of procurement-related stocks, of course, and whether myself, Jason Busch and Nancy Clinton can beat the overall weighted portfolio that contains all 24 of the firms with a procurement interest. We had a reasonable month of October, with our portfolio following the market and up some 7%, although it is still some 8.5% below where it started on Jan. 1.

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