the mountain goats are 30% versus the s&p during that span, which is down 5%, but even terry lundgrenanager would want this kind of outperformance. >> but mountain goats, that was ford and netflix >> that's right. and we will show that in just one moment so, if you take a look at this overall, this is netflix, which is the best-performing stock in the ryan reynolds portfolio. that and ford. it didn't matter what ford did, because during that span, netflix is up a whopping 75% >> they almost perfectly bought it >> exactly we knew why ryan reynolds picked it there are three movies of his on there. the adam project, six underground, and by the way, check out some of the other ones chewy was the best-performing stock for the terry lundgren portfolio. that was up 41%, so a very highly respectable turnout there and again for a two-stock portfolio, not too shabby, but look at this it's not all about the winning that happens right here. there are some rough ones here, including seymour alpha, tim seymour. it was a run one, down 23% and then kandi & the gang. >> what were the culprits here >>

. >>> terry lundgren, what do you think of these numbers strongest numbers as rick was pointing out thebecky it demonstrates that the consumer does have -- still have firepower and is willing to spend, and it's definitely surpassed our expectations i have to say when you think about -- one of the biggest reasons why i'm surprised is we're going against such strong numbers, and retail numbers are always looking to beat last year's numbers and before that this compound gain is quite extraordinary. we've had 22 points of gain over the last two years in retail sales. so we're adding on top of that i think it's a very surprisingly positive number. >> we were talking earlier and he was pointing out what you've seen for a while is the luxury brands have done much better than some of the lower end brands and that makes a lot of sense when you think of the higher food inflation prices, prices at the pump, and that cuts into the lower end consumer's ability to pay for things. >> no question we talked in the past that a larger and larger percent of net income for the lower and middle household inc