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Please note that certification of this portfolio did not begin until 2017.

Performance Graphs Large cap returns graph big
              cap 100 performance sp500 cumulative performance utilities sector recommendations returns

Recommendation portfolios performance

Green indicates results exceeding both the benchmark and the unweighted sector.
cumulative returns of
            recommended portfolios
Note: "AntiLong" is the results of treating short recommendations as "erronous" long recommendations.  When an algorithm is performing well, the results of AntiLong should be much less than those for Long.
The returns shown assume investment of equal amounts each day in each recommended stock,  buying  at the opening price the day of recommendations, holding for 20 (or 5) market days (about 1 month)(about 1 week), selling at the closing price on the last day, and repeating with fresh recommendations.  The returns are calculated assuming a starting portfolio of $1 million and $5 commission paid on each buy and sell.

These performance graphs -five years- visualize historic risks and returns - "past performance" - against the unweighted sector components and the benchmark.  When the value of a line falls below a portion of the line to the left (in the same year), there is risk. Both the benchmark and the recommendations have risk and rewards.

Risk Profile

We also prepare risk profiles for each portfolio for comparison against sectors and benchmarks.  Here is an example.

Contact for information on this or other recommendation sets.