Jan 2, 2013 Posted by Investletter on Jan 2, 2013 in Featured Articles | 0 comments

Investletter Model Portfolio Stumbles in 2012

We failed to outperform the S&P 500 Average for the second time in the nine years we have published the Commonsense Investletter newsletter. The S&P 500 average returned 16% while the Investletter Model Portfolio came in 1.4 percentage points behind at 14.6%.

Our cumulative return over this same time frame is 301% versus the S&P 500’s 54%. While we have only published the newsletter the past nine years, the same strategy has beaten the S&P 500 Average eleven out of the past thirteen years (year ending 12/31/2012) and returned a cumulative 480% matched against a 24% return on an investment in the S&P 500.

Over the past five years our model portfolio returned 46% versus a 9% return for the S&P 500 Average. Click on the link below to review the performance of our Model Portfolio over the past nine years.

Total Performance 2012