Nov 14, 2013 Posted by Investletter

2013 Year to Date Performance

Year to date (as of 10/31/2013) our model portfolio has returned 25.8% return versus the S&P 500 Average’s 19.9%. Finishing ahead of the market average would result in our Model Portfolio outperforming the market in eight of the ten years we have published the newsletter. Our cumulative return over this nearly ten year period is 405% versus the S&P 500′s 85%. While we have only published the... read more

Jan 2, 2013 Posted by Investletter

Investletter Model Portfolio Stumbles in 2012

We failed to outperform the S&P 500 Average for the second time in the nine years we have published the Commonsense Investletter newsletter. The S&P 500 average returned 16% while the Investletter Model Portfolio came in 1.4 percentage points behind at 14.6%. Our cumulative return over this same time frame is 301% versus the S&P 500’s 54%. While we have only published the newsletter the... read more

Dec 25, 2012 Posted by Investletter

Year to Date Performance

Year to date our model portfolio has returned 9.8% return  versus the S&P 500 Average’s 16.0%.  Baring unexpected favorable news this week we will fail to outperform the S&P 500 Market average for the second time in the nine years we have published this newsletter.  Our cumulative return over this same time frame is a much more favorable 279% versus the S&P 500′s 54%. While we have only... read more

Jan 11, 2012 Posted by Investletter

Model Portfolio Outperforms Again

We did it again. Is it the luck of a coin flipping monkey or is there some other explanation. In 2011 our model portfolio returned 16.2% solidly outpacing the S&P 500 Average. The S&P 500 average, on an absolute basis, returned zero. When you add in the dividends for comparison purposes, the return was 2.1% In our first eight years of publication our model portfolio has outperformed the market in... read more

Sep 21, 2011 Posted by Investletter

Post Considers Value of Owning QEPC

Our post on Seeking Alpha lays out the case for owning QEP Corporation. Check it out: http://seekingalpha.com/article/295082-qep-company-looks-even-better-at-second-glance?v=1316629617&source=tracking_notify... read more