Our Enviable Record of Beating the S&P 500 Index (Updated July 2008)
Each quarter, we publish on this site our new Model Portfolio
recommendations. We have been doing this since Jan. 2000.
Then, starting one year after each quarter's recommendations are
made, we show how you would have done if you had held a similar
portfolio.
As you will see below, our Stock Fund category recommendations
have regularly beaten the S&P 500 Index for holding periods of 1,
3, and 5 years. For one year holding periods, the outperformance has
averaged close to 4%. For those holding our recommendations for 3
or 5 years, the outperformance has proven even greater. In fact, after 5 years,
you would have earned over 5% more than the S&P 500 Index for EACH YEAR the portfolio was held.
That's over 25% more cumulatively.
Since 2000, 28 out of 31 quarterly portfolios (that is, 90%) have wound up ahead of the
Index after 1 year's time. And, as you can see, after 3 and 5 years, every single quarterly portfolio since
2000 has beaten the Index!
For example, as of Sept 30, 2007, the S&P 500 returned 15.5% per
year over the prior 5 years, for a cumulative return of 77.5%. Over
the same period, our stock fund portfolio recommendations made 5
years earlier (2002 4th qtr.) returned 6.8% more per year, as
shown below in bold, for an average return of 22.3% per year.
This is a cumulative return of 111.5% vs. the Index's
77.5%
Multi-Year Outperformance of Stock Fund Portfolio Over S&P
500 Index
| Year (Qtr.) |
1 yr later |
3 yrs. later |
5 yrs. later |
| 2000 1 |
+4.68% |
+4.04% |
+4.63% |
| 2000 2 |
+6.22% |
+2.70% |
+4.27% |
| 2000 3 |
+6.67% |
+3.65% |
+4.41% |
| 2000 4 |
+7.01% |
+5.35% |
+5.43% |
| 2001 1 |
+6.29% |
+6.03% |
+5.85% |
| 2001 2 |
+4.73% |
+5.17% |
+5.43% |
| 2001 3 |
+9.43% |
+4.54% |
+5.26% |
| 2001 4 |
+8.10% |
+4.96% |
+4.05% |
| 2002 1 |
+4.18% |
+4.87% |
+4.53% |
| 2002 2 |
+1.98% |
+5.30% |
+5.60% |
| 2002 3 |
-3.34% |
+2.91% |
+5.10% |
| 2002 4 |
+0.30% |
+8.90% |
+6.80% |
| 2003 1 |
+8.22% |
+6.49% |
+5.95% |
| 2003 2 |
+8.26% |
+8.25% |
+5.45% |
| 2003 3 |
+4.87% |
+5.22% |
+3.81% |
| 2003 4 |
+2.90% |
+3.61% |
|
| 2004 1 |
+3.09% |
+2.45% |
|
| 2004 2 |
+1.83% |
+2.73% |
|
| 2004 3 |
+3.15% |
+3.57% |
|
| 2004 4 |
+5.76% |
+3.12% |
|
| 2005 1 |
+3.64% |
+2.31% |
|
| 2005 2 |
+5.96% |
+1.84% |
|
| 2005 3 |
+5.45% |
+1.87% |
|
| 2005 4 |
+0.60% |
|
|
| 2006 1 |
-0.34% |
|
|
| 2006 2 |
-0.80% |
|
|
| 2006 3 |
+1.96% |
|
|
| 2006 4 |
+2.50% |
|
|
| 2007 1 |
+3.54% |
|
|
| 2007 2 |
+0.71% |
|
|
| 2007 3 |
+2.27% |
|
|
Note: Performance shown is annualized performance gain per year
from the beginning of the indicated Qtr.
Average
Outperform-
ance Per Year
During the
Period |
1 year
+3.87% |
3 year
+4.34% |
5 year
+5.10% |
Similar outperformance results have been shown for our Bond fund
category recommendations.
Although we can't guarantee we will be able to continue
outperforming by such large amounts every year, the trend of our
results over the last 8 and a half years is overwhelmingly strong.
Best of all, our Model Portfolio recommendations have always been free
and are now available without the need to even enter your email address.
Just click on the "read now" link at the upper left to start
reading this invaluable and totally unique Newsletter.
The possibility of improving your results by considering our quarterly
recommendations is a choice, and an outcome, that only you can make
happen by checking out what our Newsletter has to say. Most people react
quite favorably to our information. (Others who have not checked
us out have likely missed out on the chance to be more successful
by earning better returns on their funds.)
Since this site
has never been designed to sell anything, we neither gain nor
lose from your choice to read or not read
our Newsletter. But those who have done so have been afforded the
opportunity to gain significantly.
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