Stocks in the first half offer a very mixed bag By: CNBC.com News June 30, 2015 at 10:18 AM EDT If there was ever an argument for owning a broad portfolio of stocks, the first half of 2015 is Exhibit 1. Read More >> Related Stocks: Dillard's Energy Select Sector SPDR HEALTHCARE J C Penney Company Inc Lennar Corp Macy's Nordstrom Real Estate Vanguard ETF S&P Retail SPDR Sentinelone Inc Cl A Target Corp Transportation Average Ishares ETF US Home Construction Ishares ETF UTILITIES SEL Wal-Mart Stores, Inc.