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 published the newsletter the past nine years, the same strategy has beaten the S&P 500 average eleven out of the past thirteen years and returned a cumulative 456% matched against a 24% return on an investment in the S&P 500. Take a look at the chart to see year by year performance numbers.

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