Newsletter Performance

Performance data for the Investment Quality Trends model portfolio is compiled and maintained by the Hulbert Financial Digest, an independent third party. The benchmark index for the Investment Quality Trends model portfolio is the Dow Jones Wilshire 5000 Total Market Index. Since 1986 the Investment Quality Trends model portfolio has demonstrated, on average, approximately 15% less risk than the Dow Jones Wilshire 5000 Total Market Index.

The Numbers Are In!

According to Mark Hulbert and The Hulbert Financial Digest, our Model portfolio routinely out-performs the S&P 500, as you can see in the table below as of 12/31/2021:

Portfolio

IQT Model

S&P 500

3 Years

19.87%

26.07%

5 Years

14.03%

18.47%

10 Years

15.15%

16.54%

15 Years

10.01%

10.67%

20 Years

10.79%

9.56%

30 Years

10.96%

10.66%

Performance Statistics

1 Year Performance (as of 12/31/2021)

 
Return 
Risk Rating
Sharpe Ratio

Model Portfolio

29.21

3.75

2.05

Lucky 13

31.28

4.15

1.84

The Timely Ten

30.83

4.53

1.80

Performance Benchmarks:

S&P 500

28.71

3.05

2.46

NASDAQ

21.39

3.29

1.77

Wilshire 5000

26.70

2.90

2.42

 

3 Year Performance (as of 12/31/2021)

 
Return 
Risk Rating
Sharpe Ratio

Model Portfolio

19.87

5.77

0.98

Lucky 13

13.94

6.51

0.66

The Timely Ten

25.44

6.28

1.12

Performance Benchmarks:

S&P 500

26.07

4.96

1.40

NASDAQ

33.10

5.40

1.60

Wilshire 5000

26.11

5.16

1.35

 

5 Year Performance (as of 12/31/2021)

 
Return 
Risk Rating
Sharpe Ratio

Model Portfolio

14.03

4.99

0.79

Lucky 13

12.11

5.40

0.65

The Timely Ten

19.81

5.44

1.00

Performance Benchmarks:

S&P 500

18.47

4.40

1.13

NASDAQ

23.79

4.92

1.29

Wilshire 5000

17.72

4.55

1.05

 

10 Year Performance (as of 12/31/2021)

 
Return 
Risk Rating
Sharpe Ratio

Model Portfolio

15.15

4.22

1.00

Lucky 13

13.31

4.39

0.87

The Timely Ten

15.68

4.69

0.95

Performance Benchmarks:

S&P 500

16.54

3.76

1.20

NASDAQ

19.63

4.35

1.23

Wilshire 5000

16.21

3.86

1.15

 

15 Year Performance (as of 12/31/2021)

 
Return 
Risk Rating
Sharpe Ratio

Model Portfolio

10.01

4.94

0.60

Lucky 13

9.29

4.51

0.60

The Timely Ten

11.97

4.64

0.74

Performance Benchmarks:

S&P 500

10.67

4.42

0.69

NASDAQ

13.26

5.06

0.76

Wilshire 5000

10.58

4.54

0.67

 

20 Year Performance (as of 12/31/2021)

 
Return 
Risk Rating
Sharpe Ratio

Model Portfolio

10.79

4.56

0.65

Lucky 13

10.34

4.27

0.66

Performance Benchmarks:

S&P 500

9.56

4.22

0.62

NASDAQ

10.97

5.16

0.61

Wilshire 5000

9.83

4.31

0.63

 

30 Year Performance (as of 12/31/2021)

 
Return 
Risk Rating
Sharpe Ratio

Model Portfolio

10.96

4.02

0.66

 

 

 

 

Performance Benchmarks:

S&P 500

10.66

4.16

0.62

NASDAQ

11.57

6.16

052

Wilshire 5000

10.64

4.25

0.61