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 newsletter the past nine years plus years, the same strategy has beaten the S&P 500 average eleven out of the past thirteen years and returned a cumulative 630% matched against a 49% return on an investment in the S&P 500 (as of 10/31/2013). Take a look at the chart to see year by year performance numbers.

Leave a Reply

Your email address will not be published.

Captcha *