Forget The Active Costs, Being a Stock Picker Is Very Hard Barry Ritholtz, Bloomberg 8/14/17
Dividend Stocks You Can Count On Kiplinger 8/14/17
Dividend Stocks You Can Count On Kiplinger 8/14/17
Status (final): 40 stock tips underperformed the S&P500 and 31 outperformed.
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Status: As of 9/17/2019 55 stock recommendations have completed their year. Only 12 have beaten the S&P 500 and 43 have underperformed the S&P 500. This is remarkable.
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Rules:
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Status 6/25/2019- Value of a $100,000 investment made 3/22/2018
The current portfolio is: ADSK ACN FLT MA WEX G CLGX BKI WNS GPN NOW ADBE FIS FIS VRSK IT EXLS CTSH MSCI EPAM Our hypothetical fund of 20 stocks: $124,347 (average annual return 18.9%) VFINX, an S&P 500 index fund: $113,540 (average annual return 10.7%) YAFFX, an above average equity fund: $118,987 (average annual return 14.9%) So far, OI is making a nice profit with individual stocks using these analysts. A side note: we only have recommendations through 6/25/2019 but, for information only, we calculate the value of the 6/25/2019 portfolio to date (8/31/2019) and these results are: Our hypothetical fund of 20 stocks: $128,763 (average annual return 19.2%) VFINX, an S&P 500 index fund: $113,327 (average annual return 9.2%) YAFFX, an above average equity fund: $116063 (average annual return 11.0%) |
data_set_buy_this.xls | |
File Size: | 1811 kb |
File Type: | xls |