Performance over the trailing 10 years through 4-30-2017



Click on column heading to sort on the data in that column.

Click on newsletter’s name to open a new browser window displaying the home page of that newsletter’s website

Guide to columns:

  • Newsletter: For each newsletter we calculate the average return of all its individual portfolios that are, or have been, tracked.
  • Portfolio: In addition to the newsletter’s overall average, we also report the return of each of its individual portfolios that are being monitored. If the “Portfolio” column is blank, then the performance that is reported reflected the newsletter’s overall average.
  • Return: Returns for all periods longer than one year are annualized.
  • Risk: This reflects the volatility of a newsletter’s performance, as measured by the standard deviation of its monthly returns. Higher numbers reflect greater volatility and risk.
  • Risk-adjusted performance. We use the Sharpe Ratio to calculate risk-adjusted performance. Higher numbers mean that the adviser did better in relation to the amount of risk he/she incurred.