Performance over the trailing 3 years through 8-31-2023
| init_sort | Newsletter | Portfolio | Return | Risk Rating | Sharpe Ratio |
|---|---|---|---|---|---|
| 1 | BLUE CHIP INVESTOR, THE | Newsletter Average | 12.26 | 5.85 | 0.59 |
| 2 | Blue Chip Investor, The | The Quality Growth Account | 12.26 | 5.85 | 0.59 |
| 3 | BUYSELLDONOTHING.COM | Buy&Hold: Quarterly invest Equal-Weight in 20 Divid Grwth stks | 16.78 | 5.78 | 0.79 |
| 4 | BUYBACK LETTER, THE | Newsletter Average | 13.18 | 5.98 | 0.61 |
| 5 | Buyback Letter, The | Buyback Income Index | 19.02 | 7.15 | 0.76 |
| 6 | Buyback Letter, The | Buyback Index | 17.48 | 5.94 | 0.80 |
| 7 | CABOT TURNAROUND LETTER | Newsletter Average | 22.26 | 8.96 | 0.74 |
| 8 | Cabot Turnaround Letter | Large-Cap (over $10 billion) | 17.19 | 7.39 | 0.68 |
| 9 | Cabot Turnaround Letter | Mid-Cap ($1 billion to $10 billion) | 30.21 | 8.06 | 1.02 |
| 10 | Cabot Turnaround Letter | Small-Cap (under $1 billion) | 15.91 | 13.19 | 0.51 |
| 11 | FIDELITY MONITOR & INSIGHT | Newsletter Equity Portfolio Average | 8.69 | 5.17 | 0.45 |
| 12 | Fidelity Monitor & Insight | Growth Model | 8.23 | 5.02 | 0.44 |
| 13 | Fidelity Monitor & Insight | Select Model | 8.28 | 5.37 | 0.42 |
| 14 | Fidelity Monitor & Insight | Income Model | 0.58 | 1.91 | -0.15 |
| 15 | Fidelity Monitor & Insight | Growth & Income Model | 3.48 | 3.33 | 0.20 |
| 16 | Fidelity Monitor & Insight | Unique Opportunities Model | 9.47 | 5.24 | 0.49 |
| 17 | INVESTMENT QUALITY TRENDS | Newsletter Average | 13.54 | 5.32 | 0.69 |
| 18 | Investment Quality Trends | Model Portfolio | 13.54 | 5.32 | 0.69 |
| 19 | Investment Quality Trends | Lucky 13 Portfolio | 12.30 | 5.49 | 0.61 |
| 20 | Investment Quality Trends | The Timely Ten | 18.33 | 5.60 | 0.88 |
| 21 | INVESTMENT REPORTER, THE | Newsletter Average | 15.01 | 5.74 | 0.71 |
| 22 | Investment Reporter, The | Portfolio of Very Conservative Stocks | 12.90 | 5.20 | 0.67 |
| 23 | Investment Reporter, The | Portfolio of Conservative Stocks | 18.58 | 6.81 | 0.77 |
| 24 | Investment Reporter, The | Portfolio of Average Risk Stocks | 20.89 | 7.18 | 0.82 |
| 25 | Investment Reporter, The | Portfolio of Higher Risk Stocks | 12.32 | 8.61 | 0.48 |
| 26 | Investment Reporter, The | Portfolio of Speculative Stocks | 4.31 | 12.16 | 0.28 |
| 27 | Investment Reporter, The | Portfolio of Very Conservative U.S. Stocks | 7.33 | 4.48 | 0.42 |
| 28 | Investment Reporter, The | Portfolio of Conservative U.S. Stocks | 14.17 | 6.97 | 0.60 |
| 29 | Investment Reporter, The | Portfolio of Average Risk U.S. Stocks | 13.59 | 6.71 | 0.59 |
| 30 | Investment Reporter, The | Portfolio of Speculative U.S. Stocks | 4.03 | 8.06 | 0.21 |
| 31 | Investment Reporter, The | Portfolio of Higher Risk U.S. Stocks | 12.06 | 9.54 | 0.45 |
| 32 | Investment Reporter, The | Income Portfolio | 13.19 | 5.66 | 0.64 |
| 33 | Investment Reporter, The | Balanced Portfolio | 10.58 | 5.45 | 0.53 |
| 34 | Investment Reporter, The | Growth Portfolio | 11.60 | 6.04 | 0.54 |
| 35 | INVESTOR ADVISORY SERVICE | 19.90 | 6.89 | 0.81 | |
| 36 | LITTLE RIVER INVESTMENT GUIDE, THE | 4.19 | 4.76 | 0.22 | |
| 50 | NATE'S NOTES | Newsletter Average | 11.15 | 11.02 | 0.42 |
| 51 | Nate's Notes | Model Portfolio | 5.95 | 8.24 | 0.28 |
| 52 | Nate's Notes | Aggressive Portfolio | 15.21 | 14.01 | 0.49 |
| 53 | NOLOAD FUNDX | Newsletter Average | 3.17 | 4.52 | 0.16 |
| 54 | NoLoad FundX | Class 1: Aggressive Sector Funds | 15.82 | 6.28 | 0.70 |
| 55 | NoLoad FundX | Class 2: Aggressive Stock Funds | -0.32 | 4.89 | -0.04 |
| 56 | NoLoad FundX | Class 3: Core Stock Funds | 2.54 | 4.59 | 0.12 |
| 57 | NoLoad FundX | Class 4: Total Return Funds | 4.20 | 2.87 | 0.28 |
| 58 | NoLoad FundX | Monthly Upgrader Portfolio | 3.17 | 4.52 | 0.16 |
| 59 | NoLoad FundX | Monthly Flexible Income Portfolio | 0.83 | 1.18 | -0.22 |
| 61 | PRUDENT SPECULATOR, THE | Newsletter Average | 11.68 | 5.41 | 0.59 |
| 62 | Prudent Speculator, The | The Prudent Speculator Portfolio | 11.04 | 5.28 | 0.56 |
| 63 | Prudent Speculator, The | Millennium Portfolio | 13.29 | 5.45 | 0.66 |
| 64 | Prudent Speculator, The | The Prufolio | 10.01 | 5.41 | 0.51 |
| 65 | Prudent Speculator, The | Buckingham Portfolio | 12.38 | 5.51 | 0.61 |
| 66 | SOUND ADVICE | Newsletter Average | 10.03 | 3.66 | 0.68 |
| 67 | Sound Advice | Sound Advice Portfolio | 10.03 | 3.66 | 0.68 |
| 68 | WAGMORE ADVISORY LETTER, THE | 39.64 | 20.92 | 0.78 | |
| 69 | Performance Benchmark | T-Bill Portfolio | 1.83 | 0.18 | 0.00 |
| 71 | Performance Benchmark | S&P 500 (with dividends reinvested monthly) | 10.52 | 5.05 | 0.56 |
| 72 | Performance Benchmark | Wilshire 5000 Total Return Index | 10.12 | 5.14 | 0.53 |
| 73 | Performance Benchmark | NASDAQ OTC Composite | 6.03 | 6.15 | 0.30 |
| 74 | Performance Benchmark | Russell 2000 Index (without dividends) | 6.74 | 6.48 | 0.32 |
| 75 | Performance Benchmark | Morgan Stanley Capital International's EAFE Index (Price Only) | 3.36 | 5.23 | 0.17 |
| 77 | Performance Benchmark | Gold Bullion (London P.M. Fixing) | -0.54 | 4.21 | -0.09 |
| 79 | Performance Benchmark | Intermediate-Term US Treasuries (IA SBBI US IT Govt TR Index) | -3.88 | 1.40 | -1.16 |
| 80 | Performance Benchmark | Long-Term US Treasuries (IA SBBI US LT Govt TR Index) | -12.21 | 3.33 | -1.22 |
Click on column heading to sort on the data in that column
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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. These averages appear in ALL CAPS.
- 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.
- Sharpe Ratio. This is a measure of risk-adjusted performance. Higher numbers mean that the adviser did better in relation to the amount of risk he/she incurred. We calculate the Sharpe Ratio using monthly data, and then annualize it by multiplying by the square root of 12.
- Wagmore Advisory Letter has not been published since 2018; publisher does not currently sell subscriptions to it. The publisher describes the newsletter to be in “hibernation,” and expects to resume publication in the future. In the meantime, Hulbert Ratings calculates its performance by tracking the model portfolio that was in place in 2018.