The long-term Performance of our Stock Picks has been excellent, even including the two market crashes of 2008 and of the early 2000’s.
Future Results Will Differ From Past Results
To see complete details of our performance back to year 2000 (our first full year) including graphs and details by individual stock, click the link below. Our detailed performance even shows the full results of the Editor’s personal portfolio!
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These outstanding returns were achieved mostly in established profitable(and cash flow positive) companies – and not risky penny stocks.
Most of our stocks would be considered value companies, or “growth-at-a-reasonable-value”. These include financials (banks, property insurance, life insurance, wealth management), restaurants,retail, railroads, cable, telephone, breweries, manufactures and more.
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We make no guarantees or predictions regarding future returns, but we hope to continue to beat the market indexes.
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Below are graphs that illustrate our performance and the personal investment results of the editor of this site:
The following graph, shows (as of December 31, 2016) the performance of our Stock Picks and of my own portfolio, and of the S&P 500 and the Toronto Stock Index since the end of 1999 when this Web Site started. The blue line is the average of our (lower) Buy or higher rated stocks, the pink line is the performance of the personal portfolio of the editor/ owner of this Site, the black line is the Toronto stock index and the red line is the S&P 500.
Dividends were not readily available to be included and are therefore excluded in the above graph, as they almost always are when stock indexes are discussed. (Except that the Editor’s personal portfolio line in the graph includes dividends, since that is how brokers report actual portfolios). Costs of trading are of course excluded in the table except again for the editor’s portfolio for which the performance is after all trading costs. The editor’s portfolio is also after the impact of changes in the U.S. dollar exchange rate while the other lines do not include this.
The following shows the compounded rate of return on the editor’s total personal portfolio (includes more than the RRSPs) for the multi-year period since each year shown to the present. This is as of December 31, 2016.
The above graph shows that the editor’s long-term compounded return has been in the range of 12% annually and surprisingly stable. Money that has been invested for only a few years (since 2014 or 2015) has more volatile compounded returns, but money that has been invested for more than three years has compounded at rates that are remarkably stable at around 12% whether invested for eight years or nine or ten, or even twenty eight years (since the start of 1989). The individual annual returns were quite volatile and include four negative years but when measured over a longer period of years the return has averaged about 12% per year compounded as of December 31, 2016.
The following shows the editor’s percentage return on his total investments each individual year. This chart is updated to December 31, 2016.
In the twenty eight years shown, the editor had a negative return only four times. The total compounded gain since the start of 1989 has been 2,327%. Each dollar invested in 1989 is now worth $24.27.
There is, of course, absolutely no guarantee that these results will continue to apply in future.