A year ago this week, the S&P Dow Jones Indices group reshuffled the Dow Jones Industrial Average, swapping out three stocks rather than the customary one or two alterations. They substituted Alcoa, Bank of America, and Hewlett-Packard, with Goldman Sachs, Nike, and Visa. How have these changes worked out? Considering the deletions are up 47%, 8%, and 26% year-to-date respectively, compared to the added stocks’ performances of 4%, 1%, and -5%, the answer is a simple “Not well”.