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.
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:
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
S&P 500
28.71
3.05
2.46
NASDAQ
21.39
3.29
1.77
Wilshire 5000
26.70
2.90
2.42
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
S&P 500
26.07
4.96
1.40
NASDAQ
33.10
5.40
1.60
Wilshire 5000
26.11
5.16
1.35
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
S&P 500
18.47
4.40
1.13
NASDAQ
23.79
4.92
1.29
Wilshire 5000
17.72
4.55
1.05
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
S&P 500
16.54
3.76
1.20
NASDAQ
19.63
4.35
1.23
Wilshire 5000
16.21
3.86
1.15
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
S&P 500
10.67
4.42
0.69
NASDAQ
13.26
5.06
0.76
Wilshire 5000
10.58
4.54
0.67
Model Portfolio
10.79
4.56
0.65
Lucky 13
10.34
4.27
0.66
S&P 500
9.56
4.22
0.62
NASDAQ
10.97
5.16
0.61
Wilshire 5000
9.83
4.31
0.63
Model Portfolio
10.96
4.02
0.66
S&P 500
10.66
4.16
0.62
NASDAQ
11.57
6.16
052
Wilshire 5000
10.64
4.25
0.61