Performance Update


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.

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