Performance Update

8/29/2011


In its latest semiannual performance ratings, the independent Hulbert Financial Digest listed Dow Theory Forecasts among a select group of newsletters that outperformed the U.S. stock market for the five, 10, and 15 years ended June 30. For all three periods the Forecasts also outperformed on a risk-adjusted basis, reflecting the below-average volatility of our returns.

Our Focus List and Buy List outperformed the S&P 500 Index for the five, 10, and 15 years ended June 30, as did both of our mutual-fund portfolios. Overall, Dow Theory Forecasts returned about 200% (7.6% annually) for the 15 years ended June 30, versus 140% (6.0%) for the S&P 500 Index. 

While it seems like a lot has changed since June 30, our consistent and disciplined approach has not. Our stock-picking system is not foolproof, and our method of market-timing cannot sidestep bear markets entirely. But we have consistently delivered market-beating returns in both good and bad markets, and we are confident our approach will continue to pay dividends over the next 15 years.


Current Hotline

Stock Spotlight

Individual Stock Reports

ISRs make stock research easy!

Perhaps the most valuable two page reports available anywhere.

All the data you would normally have to plow through years of 10-K filings, earnings reports, and reams of market data to assemble — yours all in one concise report.

ISRs contain our proprietary Quadrix scores — find out how we rate all the stocks in the S&P 500.

Visit us at individualstockreports.com