Use access key #2 to skip to page content.

IBDvalueinvestin (99.67)

I did not realise CAPS 5-star rated stocks have outperformed the market by such a wide margin??

Recs

4

June 08, 2009 – Comments (8) | RELATED TICKERS: YTEC.DL , PRE , NTES

Are these numbers correct?

"five-star portfolio" is up 15.31% between January 2007 and April 2009, compared to a loss of 40.6% for the S&P 500.

 

http://www.fool.com/investing/general/2009/06/04/5-star-stocks-on-the-upswing.aspx

8 Comments – Post Your Own

#1) On June 08, 2009 at 2:19 PM, IBDvalueinvestin (99.67) wrote:

Someone from caps please confirm if these numbers are correct.

Report this comment
#2) On June 08, 2009 at 2:29 PM, TMFJake (59.66) wrote:

Those numbers are correct.  Assumes an equally weighted 5-star index updated daily.  I also believe the methodology for those returns included rebalancing to keep position sizes equal weighted.  I'll need to check on the frequency of the rebalance period.

Report this comment
#3) On June 08, 2009 at 2:32 PM, Imperial1964 (97.85) wrote:

Up 15% as in a nominal percentage gain of 15%, or as in up 15% relative gain when compared against the S&P 500 as a benchmark?

Report this comment
#4) On June 08, 2009 at 2:34 PM, IBDvalueinvestin (99.67) wrote:

Good question Imperial

Report this comment
#5) On June 08, 2009 at 3:12 PM, nottheSEC (80.22) wrote:

Good topic IBD and good question Imperial. I will follow. Thanks..J

Report this comment
#6) On June 08, 2009 at 3:13 PM, TMFJake (59.66) wrote:

Up 15% as in a nominal percentage gain of 15%.

Report this comment
#7) On June 08, 2009 at 3:15 PM, IBDvalueinvestin (99.67) wrote:

Thats a very impressive figure.

Report this comment
#8) On June 08, 2009 at 3:30 PM, Melaschasm (56.61) wrote:

Based upon the effectiveness of this formula, used by a CAPS member, a 5 Star rating seems to be profitable.

http://caps.fool.com/Blogs/ViewPost.aspx?bpid=197063&t=02006838582031031115

 

Report this comment

Featured Broker Partners


Advertisement