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Jack R.'s avatar

I took a look at the performance of stocks on the lists for 2005-2011 to see how the strategy performed in a decade that saw annualized returns of -0.95% for the S&P 500.

Key results as follows:

Holding Time, Avg Performance, Delta (vs S&P 500)

1 -Year, 13.29%, 9.21%

3-Year, 25.00%, 11.41%

5-Year, 53.89%, 16.46%

Till Date*, 488.62%, 187.28%

*Till date is Jan 10 2022

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Walter U.'s avatar

Great article! Thanks for putting it together for us.

Question: shouldn't the 1-year delta have been 6% and not 9% for the 1st chart?

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