Tuesday, May 23, 2006
Results for the 100 stock Midcap portfolio on March 28, 2006
Below are the graphs depicting the returns the 100 stock mid cap stock portfolio achieved based on the March 28th closing stock prices. This portfolio is comprised of the 100 healthiest mid cap stocks based on cash flow analysis.
This first chart shows the 100 mid cap portfolio over the last 3 months. You can see the portfolio has outperformed the index by 5%. (Index up 2.5% the portfolio is up 7.5%)
Looking back over 6 months the portfolio has outperformed the index by about 15.3%. (Index up 10.2% the portfolio up 25.5%)
Over the last year the index was beaten by 40%. (Index up 15% portfolio up 55%)
If we were through backtesting to take this portfolio and see what would have been the case over a three year period we would have outperformed the index by 175%. (Index up 50% portfolio up 225%)
Over a 5 year period the index would have been beaten 200%
This first chart shows the 100 mid cap portfolio over the last 3 months. You can see the portfolio has outperformed the index by 5%. (Index up 2.5% the portfolio is up 7.5%)
Looking back over 6 months the portfolio has outperformed the index by about 15.3%. (Index up 10.2% the portfolio up 25.5%)
Over the last year the index was beaten by 40%. (Index up 15% portfolio up 55%)
If we were through backtesting to take this portfolio and see what would have been the case over a three year period we would have outperformed the index by 175%. (Index up 50% portfolio up 225%)
Over a 5 year period the index would have been beaten 200%
Tuesday, March 28, 2006
Results for the 100 stock largecap January 24, 2006
Below are the graphs for the 100 large cap stock portfolio.
This first chart shows the 100 large cap portfolio based on the January 24th, 2006 closing price and looking back over the last three months. You can see the portfolio has outperformed the index by 7.55% (Index up 5.98% the portfolio is up 13.53%)
To view the graphs, click on each graph. That will open up a new window with a readable version.
Looking back over six months the portfolio has outperformed the index by 12.5%. (Index up 3.41% the portfolio up 15.91%)
This first chart shows the 100 large cap portfolio based on the January 24th, 2006 closing price and looking back over the last three months. You can see the portfolio has outperformed the index by 7.55% (Index up 5.98% the portfolio is up 13.53%)
To view the graphs, click on each graph. That will open up a new window with a readable version.
Looking back over six months the portfolio has outperformed the index by 12.5%. (Index up 3.41% the portfolio up 15.91%)
Over the last year the index was beaten by 27.79%. (Index up 10.65% portfolio up 38.44%
If we were through backtesting to take this portfolio and see what would have been the case over a 5 year period we would have outperformed the index by 166.06%. (Index up 0.7% the portfolio up 166.76%)
If we were to look at the 2000 bear market the portfolio outperformed the index by 22.13% (Index down 8.45% portfolio up 13.68%0
