Performance through 9-30-2017 from when Hulbert began tracking newsletter
| init_sort | Newsletter | Portfolio | Tracking Began | Gain | Risk Rating | Sharpe Ratio | Wilshire 5000 Gain | Wilshire 5000 Risk Rating | Wilshire 5000 Sharpe Ratio |
|---|---|---|---|---|---|---|---|---|---|
| 1.00 | Blue Chip Investor, The | Newsletter Average | 1990.12.31 | 8.29 | 4.30 | 0.13 | 10.37 | 4.15 | 0.17 |
| 2.00 | Blue Chip Investor, The | The Quality Growth Account | 1990.12.31 | 8.86 | 4.24 | 0.14 | 10.37 | 4.15 | 0.17 |
| 3.00 | Bob Brinker's Marketimer | Newsletter Equity Portfolio Average | 1986.12.31 | 10.51 | 4.21 | 0.16 | 10.32 | 4.35 | 0.15 |
| 4.00 | Bob Brinker's Marketimer | Portfolio I: Aggressive Growth Mutual Fund Portfolio | 1986.12.31 | 10.79 | 4.45 | 0.16 | 10.32 | 4.35 | 0.15 |
| 5.00 | Bob Brinker's Marketimer | Portfolio II: Long-Term Growth Mutual Fund Portfolio | 1986.12.31 | 10.44 | 4.07 | 0.16 | 10.32 | 4.35 | 0.15 |
| 6.00 | Bob Brinker's Marketimer | Portfolio III: Balanced Portfolio | 1986.12.31 | 7.65 | 2.64 | 0.15 | 10.32 | 4.35 | 0.15 |
| 7.00 | Bob Brinker's Marketimer | Income Portfolio | 1988.12.31 | 5.97 | 0.90 | 0.27 | 10.35 | 4.17 | 0.16 |
| 8.00 | Bob Brinker's Marketimer | Active/Passive Portfolio | 2001.12.31 | 8.84 | 3.94 | 0.17 | 7.83 | 4.12 | 0.15 |
| 9.00 | Buyback Letter, The | Newsletter Average | 1996.12.31 | 12.24 | 4.29 | 0.21 | 8.28 | 4.43 | 0.13 |
| 10.00 | Buyback Letter, The | Buyback Dogs Portfolio | 1997.12.31 | 8.07 | 5.10 | 0.12 | 7.23 | 4.43 | 0.12 |
| 11.00 | Buyback Letter, The | Buyback Income Index | 1997.12.31 | 11.05 | 5.07 | 0.17 | 7.23 | 4.43 | 0.12 |
| 12.00 | Buyback Letter, The | Buyback Index | 1997.12.31 | 11.12 | 4.79 | 0.18 | 7.23 | 4.43 | 0.12 |
| 13.00 | Buyback Letter, The | Buyback High-Tech Index Portfolio | 2000.01.29 | 5.10 | 6.59 | 0.08 | 5.81 | 4.31 | 0.10 |
| 14.00 | Buyback Letter, The | Health & Bio-Tech Sector Portfolio | 2001.12.31 | 17.52 | 5.35 | 0.26 | 7.83 | 4.12 | 0.15 |
| 15.00 | Chartist Mutual Fund/ETF Letter, The | Newsletter Equity Portfolio Average | 1988.12.31 | 9.44 | 3.74 | 0.16 | 10.35 | 4.17 | 0.16 |
| 16.00 | Chartist Mutual Fund/ETF Letter, The | Actual Cash Account | 1988.12.31 | 10.09 | 3.75 | 0.17 | 10.35 | 4.17 | 0.16 |
| 17.00 | Chartist Mutual Fund/ETF Letter, The | Actual Cash Account Balanced Portfolio | 2002.06.30 | 5.64 | 1.91 | 0.20 | 8.99 | 4.11 | 0.17 |
| 18.00 | Fidelity Monitor & Insight | Newsletter Equity Portfolio Average | 1986.12.31 | 11.70 | 4.70 | 0.17 | 10.32 | 4.35 | 0.15 |
| 19.00 | Fidelity Monitor & Insight | Growth Model | 1986.12.31 | 11.23 | 4.52 | 0.16 | 10.32 | 4.35 | 0.15 |
| 20.00 | Fidelity Monitor & Insight | Select Model | 1986.12.31 | 12.22 | 5.21 | 0.16 | 10.32 | 4.35 | 0.15 |
| 21.00 | Fidelity Monitor & Insight | Income Model | 1991.12.31 | 5.80 | 1.30 | 0.21 | 9.54 | 4.13 | 0.16 |
| 22.00 | Fidelity Monitor & Insight | Growth & Income Model | 1993.12.31 | 8.24 | 2.85 | 0.18 | 9.49 | 4.26 | 0.15 |
| 23.00 | Fidelity Monitor & Insight | Unique Opportunities Model | 1999.12.31 | 7.85 | 4.82 | 0.13 | 5.53 | 4.31 | 0.10 |
| 24.00 | Investment Quality Trends | Newsletter Average | 1985.12.31 | 11.63 | 3.87 | 0.19 | 10.50 | 4.36 | 0.15 |
| 25.00 | Investment Quality Trends | Model Portfolio | 1985.12.31 | 11.63 | 3.87 | 0.19 | 10.50 | 4.36 | 0.15 |
| 26.00 | Investment Quality Trends | Lucky 13 Portfolio | 1999.12.31 | 11.35 | 3.78 | 0.22 | 5.53 | 4.31 | 0.10 |
| 27.00 | Investment Quality Trends | The Timely Ten | 2006.08.30 | 9.71 | 4.03 | 0.20 | 8.58 | 4.30 | 0.17 |
| 28.00 | Investment Reporter, The | Newsletter Average | 1983.12.31 | 12.61 | 4.81 | 0.17 | 10.86 | 4.34 | 0.15 |
| 29.00 | Investment Reporter, The | Portfolio of Very Conservative Stocks | 1983.12.31 | 11.67 | 4.60 | 0.16 | 10.86 | 4.34 | 0.15 |
| 30.00 | Investment Reporter, The | Portfolio of Conservative Stocks | 1983.12.31 | 10.16 | 5.86 | 0.12 | 10.86 | 4.34 | 0.15 |
| 31.00 | Investment Reporter, The | Portfolio of Average Risk Stocks | 1983.12.31 | 10.95 | 6.06 | 0.13 | 10.86 | 4.34 | 0.15 |
| 32.00 | Investment Reporter, The | Portfolio of Higher Risk Stocks | 1983.12.31 | 12.11 | 8.60 | 0.12 | 10.86 | 4.34 | 0.15 |
| 33.00 | Investment Reporter, The | Portfolio of Speculative Stocks | 1983.12.31 | 9.21 | 9.32 | 0.09 | 10.86 | 4.34 | 0.15 |
| 34.00 | Investment Reporter, The | Portfolio of Very Conservative U.S. Stocks | 1991.12.31 | 9.77 | 3.95 | 0.17 | 9.54 | 4.13 | 0.16 |
| 35.00 | Investment Reporter, The | Portfolio of Conservative U.S. Stocks | 1991.12.31 | 5.99 | 5.24 | 0.08 | 9.54 | 4.13 | 0.16 |
| 36.00 | Investment Reporter, The | Portfolio of Average Risk U.S. Stocks | 1991.12.31 | 14.55 | 6.21 | 0.18 | 9.54 | 4.13 | 0.16 |
| 37.00 | Investment Reporter, The | Portfolio of Speculative U.S. Stocks | 1991.12.31 | 3.50 | 9.17 | 0.06 | 9.54 | 4.13 | 0.16 |
| 38.00 | Investment Reporter, The | Portfolio of Higher Risk U.S. Stocks | 1996.12.31 | 5.80 | 9.56 | 0.08 | 8.28 | 4.43 | 0.13 |
| 39.00 | Investment Reporter, The | Income Portfolio | 2001.12.31 | 10.57 | 5.23 | 0.17 | 7.83 | 4.12 | 0.15 |
| 40.00 | Investment Reporter, The | Balanced Portfolio | 2001.12.31 | 12.00 | 5.36 | 0.19 | 7.83 | 4.12 | 0.15 |
| 41.00 | Investment Reporter, The | Growth Portfolio | 2001.12.31 | 13.59 | 5.45 | 0.21 | 7.83 | 4.12 | 0.15 |
| 42.00 | Investor Advisory Service | 1995.12.31 | 11.85 | 5.05 | 0.18 | 8.84 | 4.38 | 0.14 | |
| 43.00 | Linde Equity Report | 2001.08.30 | 11.95 | 7.89 | 0.15 | 7.81 | 4.17 | 0.15 | |
| 50.00 | Nate's Notes | Newsletter Average | 1999.12.31 | 13.01 | 11.30 | 0.13 | 5.53 | 4.31 | 0.10 |
| 51.00 | Nate's Notes | Model Portfolio | 1999.12.31 | 12.02 | 8.40 | 0.13 | 5.53 | 4.31 | 0.10 |
| 52.00 | Nate's Notes | Aggressive Portfolio | 1999.12.31 | 13.16 | 14.35 | 0.13 | 5.53 | 4.31 | 0.10 |
| 53.00 | NoLoad FundX | Newsletter Average | 1980.06.30 | 12.20 | 4.43 | 0.16 | 11.43 | 4.35 | 0.15 |
| 54.00 | NoLoad FundX | Class 1: Aggressive Sector Funds | 1980.06.30 | 11.18 | 6.62 | 0.11 | 11.43 | 4.35 | 0.15 |
| 55.00 | NoLoad FundX | Class 2: Aggressive Stock Funds | 1980.06.30 | 14.17 | 5.71 | 0.16 | 11.43 | 4.35 | 0.15 |
| 56.00 | NoLoad FundX | Class 3: Core Stock Funds | 1980.06.30 | 14.08 | 4.26 | 0.20 | 11.43 | 4.35 | 0.15 |
| 57.00 | NoLoad FundX | Class 4: Total Return Funds | 1986.12.31 | 10.20 | 3.22 | 0.19 | 10.32 | 4.35 | 0.15 |
| 58.00 | NoLoad FundX | Monthly Upgrader Portfolio | 2000.02.29 | 6.01 | 4.46 | 0.10 | 5.71 | 4.31 | 0.10 |
| 59.00 | NoLoad FundX | Monthly Flexible Income Portfolio | 2005.08.30 | 5.30 | 0.90 | 0.38 | 8.60 | 4.16 | 0.17 |
| 60.00 | PaulMerriman.com | Newsletter Equity Portfolio Average | 1984.12.31 | 8.33 | 4.65 | 0.11 | 11.11 | 4.35 | 0.16 |
| 61.00 | PaulMerriman.com | Vanguard Emergency Fund Portfolio | 1996.12.31 | 3.69 | 0.56 | 0.24 | 8.28 | 4.43 | 0.13 |
| 62.00 | PaulMerriman.com | Vanguard Monthly Income Portfolio | 1996.12.31 | 5.36 | 1.19 | 0.23 | 8.28 | 4.43 | 0.13 |
| 63.00 | PaulMerriman.com | Paul's MF Recommendations for Fidelity (Moderate) | 1996.12.31 | 6.48 | 2.84 | 0.14 | 8.28 | 4.43 | 0.13 |
| 64.00 | PaulMerriman.com | Paul's MF Recommendations for Fidelity (Aggressive) | 1996.12.31 | 7.34 | 4.75 | 0.11 | 8.28 | 4.43 | 0.13 |
| 65.00 | PaulMerriman.com | Vanguard Tax-Deferred Portfolio (Moderate) | 1996.12.31 | 6.89 | 2.79 | 0.15 | 8.28 | 4.43 | 0.13 |
| 66.00 | PaulMerriman.com | Vanguard Tax-Deferred Portfolio (Aggressive) | 1996.12.31 | 7.50 | 4.77 | 0.12 | 8.28 | 4.43 | 0.13 |
| 67.00 | PaulMerriman.com | TD Ameritrade Tax-Deferred ETF Portfolio (Aggressive) | 2004.07.31 | 8.12 | 4.74 | 0.14 | 9.09 | 4.05 | 0.18 |
| 68.00 | PaulMerriman.com | TD Ameritrade Tax-Deferred ETF Portfolio (Moderate) | 2004.07.31 | 6.63 | 2.80 | 0.17 | 9.09 | 4.05 | 0.18 |
| 69.00 | PaulMerriman.com | Paul's MF Recommendations for T. Rowe Price (Aggressive) | 2004.07.31 | 8.84 | 4.73 | 0.15 | 9.09 | 4.05 | 0.18 |
| 70.00 | PaulMerriman.com | Paul's MF Recommendations for T. Rowe Price (Moderate) | 2004.07.31 | 7.23 | 2.81 | 0.19 | 9.09 | 4.05 | 0.18 |
| 71.00 | PaulMerriman.com | Vanguard Taxable Portfolio (Aggressive) | 2005.11.30 | 7.21 | 4.78 | 0.13 | 8.53 | 4.19 | 0.16 |
| 72.00 | PaulMerriman.com | TD Ameritrade Tax-Deferred ETF Portfolio (Conservative) | 2008.12.31 | 6.38 | 1.88 | 0.28 | 15.12 | 3.97 | 0.31 |
| 73.00 | PaulMerriman.com | Paul's MF Recommendations for Fidelity (Conservative) | 2008.12.31 | 6.75 | 1.81 | 0.30 | 15.12 | 3.97 | 0.31 |
| 74.00 | PaulMerriman.com | Paul's MF Recommendations for T. Rowe Price (Conservative) | 2008.12.31 | 7.15 | 1.82 | 0.32 | 15.12 | 3.97 | 0.31 |
| 75.00 | PaulMerriman.com | Vanguard Tax-Deferred Portfolio (Conservative) | 2008.12.31 | 6.85 | 1.88 | 0.30 | 15.12 | 3.97 | 0.31 |
| 76.00 | PaulMerriman.com | Vanguard Taxable Portfolio (Moderate) | 2012.04.30 | 7.32 | 1.85 | 0.32 | 13.83 | 2.85 | 0.39 |
| 77.00 | PaulMerriman.com | Vanguard Taxable Portfolio (Conservative) | 2012.04.30 | 5.62 | 1.27 | 0.35 | 13.83 | 2.85 | 0.39 |
| 78.00 | PaulMerriman.com | Vanguard Tax-Deferred ETF Portfolio (Conservative) | 2013.07.31 | 4.55 | 1.19 | 0.30 | 12.26 | 2.84 | 0.35 |
| 79.00 | PaulMerriman.com | Vanguard Tax-Deferred ETF Portfolio (Moderate) | 2013.07.31 | 6.13 | 1.76 | 0.28 | 12.26 | 2.84 | 0.35 |
| 80.00 | PaulMerriman.com | Vanguard Tax-Deferred ETF Portfolio (Aggressive) | 2013.07.31 | 9.14 | 2.94 | 0.26 | 12.26 | 2.84 | 0.35 |
| 81.00 | PaulMerriman.com | Fidelity Tax-Deferred ETF Portfolio (Conservative) | 2013.07.31 | 4.84 | 1.21 | 0.31 | 12.26 | 2.84 | 0.35 |
| 82.00 | PaulMerriman.com | Fidelity Tax-Deferred ETF Portfolio (Moderate) | 2013.07.31 | 6.32 | 1.75 | 0.29 | 12.26 | 2.84 | 0.35 |
| 83.00 | PaulMerriman.com | Fidelity Tax-Deferred ETF Portfolio (Aggressive) | 2013.07.31 | 9.12 | 2.93 | 0.26 | 12.26 | 2.84 | 0.35 |
| 84.00 | PaulMerriman.com | Schwab Tax-Deferred ETF Portfolio (Conservative) | 2013.07.31 | 4.38 | 1.24 | 0.28 | 12.26 | 2.84 | 0.35 |
| 85.00 | PaulMerriman.com | Schwab Tax-Deferred ETF Portfolio (Moderate) | 2013.07.31 | 5.79 | 1.78 | 0.26 | 12.26 | 2.84 | 0.35 |
| 86.00 | PaulMerriman.com | Schwab Tax-Deferred ETF Portfolio (Aggressive) | 2013.07.31 | 8.56 | 2.94 | 0.24 | 12.26 | 2.84 | 0.35 |
| 87.00 | PaulMerriman.com | Best-In-Class Tax-Deferred Ultimate Buy & Hold ETF Port. (Agg) | 2017.04.30 | 18.74 | 1.29 | 1.06 | 16.49 | 0.77 | 1.55 |
| 88.00 | PaulMerriman.com | Best-In-Class Tax-Deferred Ultimate Buy & Hold ETF Port (Mod) | 2017.04.30 | 11.33 | 0.70 | 1.17 | 16.49 | 0.77 | 1.55 |
| 89.00 | PaulMerriman.com | Best-In-Class Tax-Deferred Ultimate Buy & Hold ETF Port (Cons) | 2017.04.30 | 7.73 | 0.41 | 1.32 | 16.49 | 0.77 | 1.55 |
| 90.00 | PaulMerriman.com | Best-In-Class Tax-Deferred Ultimate All-Value ETF Port (Agg) | 2017.04.30 | 17.08 | 1.82 | 0.69 | 16.49 | 0.77 | 1.55 |
| 91.00 | PaulMerriman.com | Best-In-Class Tax-Deferred Ultimate All-Value ETF Port (Mod) | 2017.04.30 | 10.37 | 1.00 | 0.75 | 16.49 | 0.77 | 1.55 |
| 92.00 | PaulMerriman.com | Best-In-Class Tax-Deferred Ultimate All-Value ETF Port (Cons) | 2017.04.30 | 7.10 | 0.59 | 0.83 | 16.49 | 0.77 | 1.55 |
| 93.00 | PaulMerriman.com | Best-In-Class Tax-Deferred All-Small-Cap-Value ETF Portfolio | 2017.04.30 | 16.85 | 2.74 | 0.46 | 16.49 | 0.77 | 1.55 |
| 94.00 | Prudent Speculator, The | Newsletter Average | 1980.06.30 | 15.05 | 9.00 | 0.14 | 11.43 | 4.35 | 0.15 |
| 95.00 | Prudent Speculator, The | The Prudent Speculator Portfolio | 1980.06.30 | 14.43 | 9.12 | 0.13 | 11.43 | 4.35 | 0.15 |
| 96.00 | Prudent Speculator, The | Millennium Portfolio | 1999.12.31 | 9.75 | 5.78 | 0.14 | 5.53 | 4.31 | 0.10 |
| 97.00 | Prudent Speculator, The | The Prufolio | 2000.12.31 | 13.11 | 5.91 | 0.19 | 6.61 | 4.25 | 0.12 |
| 98.00 | Prudent Speculator, The | Buckingham Portfolio | 2003.01.28 | 13.53 | 7.06 | 0.17 | 10.37 | 3.96 | 0.20 |
| 99.00 | Sound Advice | Newsletter Average | 1992.12.31 | 8.48 | 4.67 | 0.13 | 9.56 | 4.19 | 0.16 |
| 100.00 | Sound Advice | Sound Advice Portfolio | 1993.12.31 | 8.03 | 4.74 | 0.12 | 9.49 | 4.26 | 0.15 |
| 101.00 | Turnaround Letter, The | Newsletter Average | 1987.12.31 | 11.89 | 7.04 | 0.13 | 10.60 | 4.13 | 0.16 |
| 102.00 | Turnaround Letter, The | Large-Cap (over $10 billion) | 1987.12.31 | 9.88 | 6.03 | 0.12 | 10.60 | 4.13 | 0.16 |
| 103.00 | Turnaround Letter, The | Mid-Cap ($1 billion to $10 billion) | 1987.12.31 | 10.81 | 7.75 | 0.12 | 10.60 | 4.13 | 0.16 |
| 104.00 | Turnaround Letter, The | Small-Cap (under $1 billion) | 1987.12.31 | 11.39 | 10.58 | 0.11 | 10.60 | 4.13 | 0.16 |
| 105.00 | Wagmore Advisory Letter, The | 2013.08.30 | -24.28 | 22.11 | 0.00 | 13.34 | 2.81 | 0.38 |
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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.