Investment Performance

On this page we provide links with full details of each year’s performance since the inception of this site.

While our long-term track record remains strong, 2018 was not a good year for our stocks picks. The Toronto stock Exchange index was down 11.6% in 2018 and the 20 stocks that we had rated (lower) Buy or higher fell an average of 13.6%. However as of February 28, 2019 the markets had recovered somewhat and our average stock was up 9.7% in 2019 to date.

Click For Full Details By Year: 2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018

The graph below is of a type often called a “mountain chart”. You can see why – it shows how a mountain of wealth can be created over a period of years. As of February 28, 2019, our Buy or Strong-Buy rated stocks are up 713% and the Editor’s personal compounded return has been 801% since the end of 1999. Meanwhile the Canadian TSX index is up just 90% in the 19.16 years since the end of 1999 and the S&P 500 index is up by just 82% since the end of 1999.

Past performance is no guarantee of future performance nor is it necessarily in any way indicative of future performance.

Since the beginning of 2000, our Stock Picks have turned $100,000 into $813,000 dollars with no further investments. And this occurred despite two market crashes in that time. This performance has walloped the market.

Dividends were not readily available to be included and are therefore excluded in the above chart, as they almost always are when stock indexes are discussed. (Except that the Editor’s portfolio in the chart 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 line items do not include this.

We rate stocks all through the year, but for performance tracking purposes we track the stocks that we had rated at the start of each year, as further explained below. Complete details of each stock in each rating category are provided in links to each year below.

We don’t exaggerate our performance in any way such as  by telling you only about the gains of only our best Stock Picks (as do many sites), or basing the performance on the highest subsequent price (as do many sites). We also deal mostly in stocks with reasonable trading liquidity and unlike many sites, we certainly do not in any way attempt to force the prices of our Picks up through promotion (some Sites do that with penny stocks). We honestly show you all the results including the editor’s personal results. Can you think of any other stock rating Site with that kind of honesty? Would you trust a stock picking Site that was less than completely honest and open?

The fact that you are viewing this material tells me that you are someone who has an interest in taking charge of your investment decisions and learning how to accumulate significant wealth. If so, I believe that our stock rating service and educational articles can help you to accumulate significant wealth. Possibly you can reach a point where your investments are making more each year than the average person makes by working all year.

Our success comes from our detailed analysis of financial data for each company and does not depend on luck or on trying to predict commodity prices.

Have you ever noticed that most stock picking services do not display their performance record clearly and that virtually none of them show you the track record of the author’s own personal investments? Well, this Site is different. Our track record is honestly and openly presented above.

We show you the good picks and (unlike most others) we show you our bad calls as well.

FUTURE RETURNS MAY NOT BE SIMILAR TO PAST RETURNS.

The overall performance record of the stock picks on this site has proven to be outstanding (even after accounting for any and all bad calls). This performance is attributable to the consistent use of a rational, diligent, mathematical method that tends to identify bargain priced stocks.

This method is based on our close studies of the methods used by the world’s greatest investors including Warren Buffett and the late Benjamin Graham.

Past performance does not guarantee future performance, but if you believe that it makes sense to go with a consistently winning track record, from an honest, open and credible source, then consider Subscribing to our Stock Research.

If you have any questions about the exceptional track record demonstrated here, please do not hesitate to email us at shawn@investorsfriend.com. We have extensive records to back up all of our performance figures.

If you like to invest in individual stocks and agree that the Performance figures above are impressive and are from a trustworthy source then, if you are not already a subscriber to our stock ratings, why delay? Take action to benefit from these stock ratings by subscribing now.

If you would like to invest in individual stocks but don’t know how to get started then see our articles on how to get started.

Past performance is no guarantee of future performance nor is it necessarily in any way indicative of future performance.

Measuring performance is somewhat difficult given that a stock originally rated a Strong Buy may later change to a weak buy or even occasionally to a sell.

We have attempted to show performance in the most honest and transparent fashion possible.

Our performance is tracked on a calendar year basis. For the start of each year we review all the ratings to make sure they are valid as of January 1 each year. The first few years were tracked a bit differently as detailed below.

Year 2000 performance includes only all those stocks that had an active rating as of January 1, 2000. Year 2000 performance shows the changes in price from the rating that was made closest to but not later than January 1, 2000 through to the rating made closest to but prior to December 31, 2000. Stocks which were no longer covered were priced through to December 31, 2000. It is fair to use the stock price on the day it was rated rather than using the exact calendar year. So, year 2000 performance is not exactly calendar 2000 but it is reasonably close.

The same process was followed for 2001, the beginning price for 2001 is the ending price used for 2000. Again, for 2002, the beginning price is the ending price from 2001. For 2003 and all years after that the performance is tracked with the calendar year price change.

Shawn Allen, CFA, CMA, MBA, P. Eng.

President
InvestorsFriend Inc.