Performance

How We Are Doing Vs. The Market

Data is updated daily.

The performance of each stock rating is calculated using a "newsletter" style method. On the day a stock is first rated, its performance is tracked individually against the S&P 500 from that day forward. The stocks comprising each rating category then have all of their performances averaged, and the result is presented as the single performance value for that category.

Performance by Stock Rating
Rating Performance vs S&P
red dot Red Rating (avoid) 0.00% 0.00%
yellow dot Yellow Rating (some risk factors) 0.00% 0.00%
green dot Green Rating (ok to buy) 24.13% 14.23%
Avg Performance
red dot Red Rating 0.00% 0.00%
yellow dot Yellow Rating 0.00% 0.00%
green dot Green Rating 24.13% 14.23%
Updated Daily Avg vs S&P