Investing Tools for Investors Looking to Excel
10/21/02  

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Our Results

We believe our approach and techniques can produce sustainable levels of out-performance without leverage obtained through either options or other synthetics. We also believe that it is the appropriate thing to publish the results and leave them on the site for review. We wish Wall Street permitted this level of scrutiny. I specifically wish the "sell side" would publish all their results, and that the "buy side" would allow contemporaneous accounting of results. I suspect we can all guess at the answer why results are not published. 

Cummulative % by Which Portfolios Beat the S&P 500- 353.78%

Average % by Which Portfolios Beat the S&P 500- 7.08%

92% of our Portfolios have beaten the S&P 500 since the first publish date in October 1999. 

(See below for the details.)

  UOutPerform.com    

(Results are for the time period and are not annualized. Does not include open portfolios.)
         
New Money- Big Cap 10/19/99-1/31/00 2/1/00- 7/3/00 6/1/ to 6/30 7/3/00-8/11/00
Performance 24.07% -0.26% 13.70% 6.45%
SPX Performance 9.33% 4.30% -1.50% 1.30%
Better/(Worse) than SPX 14.74% -4.56% 15.20% 5.15%
         
  New Money "continued" 8/14/00 to 9/1/00 9/5 to 9/30/00 10/9 to 10/31/00  11/1 to 12/1/00
Performance 9.30% 1.98% 7.16%  -7.68%
SPX Performance 7.20% -6.20% 0.80%  -8.2%
Better/(Worse) than SPX 2.10% 8.18% 6.36%  0.448%
  New Money "continued" 12/1 to 12/22 12/22 to 1/26/01 1/29/01 to 3/3/01 3/5 to 4/13
Performance +6.0% +10.25% -7.2% -0.47%
SPX Performance -1.4% +3.0% -10.1% -4.4%
Better/(Worse) than SPX +7.4% +7.25 +2.9% +3.93%
  New Money "continued" 4/13 to 5/25
Performance +14.9%
SPX Performance +8.3%
Better/(Worse) than SPX +6.6%
 

 

      
Cutting Edge/ Small Cap 11/11/99-2/9/00 2/1/00-6/30 7/1 to 7/30/00  
Performance 99.50% 22.60% 6.80%  
SPX Performance 3.60% 3.43% -2.10%  
Better/(Worse) than SPX 95.90% 19.17% 8.90%  
         
New Money Momentum 10/19/99- 1/31/00 6/1/00-6/30/00 7/1/00-8/11/00 8/14 to 9/1/00
Performance 20.86% -2.70% 4.10% 9.40%
SPX Performance 1.60% -1.80% 1.50% 6.20%
Better/(Worse) than SPX 19.26% -0.90% +2.60% +3.20%
         
New Mon Mo "continued" 9/5 to 9/30 10/9 to 10/31  11/1 to 12/1  12/1 to 12/22/00
Performance -0.52% 7.51%  -2.3%  +8.4%
SPX Performance -6.20% 0.80%  -8.2%  -1.4%
Better/(Worse) than SPX +6.72% +6.71%  +5.9%  +9.8%
         
New Money Mo "Continued"

12/22/00 to 1/26/01

 1/29/01 to 3/3/01 3/5 to 4/13 4/13 to 5/25
Performanc +7.98% -8.3% -2.4% +24.2%
SPX Performance +3% -10.1% -4.4% +8.3%
Better (Worse) than SPX +4.98% +1.8% +2.0% +15.9%
New Money GARP 1/11/00 to 7/3/00 6/1 to 6/30/00 7/1 to 8/14/00 8/14 to 9/30/00
Performance -1.19% -1.00% 2.80% -0.50%
SPX Performance 0.82% -1.00% 1.00% -3.20%
Better/(Worse) than SPX -2.01% 0.00% 1.80% 2.70%
         
New Money GARP 10/9 to 10/31/00  11/1 to 12/1/00  12/1 to 12/22/00 12/22 to 1/26/01 
Performance 1.44%  5.75%  +6.9%  +21.1%
SPX Performance 0.80%  8.2%  -1.4%  +3.0%
Better/(Worse) than SPX 0.64%  2.45%  +8.3%  +18.1%
New Money GARP 1/29/01 to 3/3/01 3/5 to 4/13 4/13 to 5/25
Performance -5.9% -1.4% +16.25
SPX Performance -10.1% -4.4% +8.3%
Better/(Worse) than SPX +4.2% +3.0% +7.95%
         
New Money Value/Turn. 11/16/99- 1/31/00 2/1 to 7/3 7/1/00- 8/14/00 8/16 to 9/30
Performance 1.75% -2.16% 7.40% 1.43%
SPX Performance -1.83% 5.83% 1.00% -3.20%
Better/(Worse) than SPX +3.58% -7.99% +6.40% +4.46%
         
New Money Value/Turn. 10/9 to 10/31  11/1 to 12/1  12/1 to 12/22  12/22 to 1/26/01
Performance 3.60%  -2.34% + 7.34% +16.3% 
SPX Performance 0.80% - 8.2%  -1.4%  +3.0%
Better/(Worse) than SPX +2.80%  +5.86% +8.74%   +13.3%
New Money Value/ Turn. 1/29/01 to 3/3/01 3/5 to 4/13 4/13 to 5/25
Performance -1.5% -0.71% +15.12%
SPX Performance -10.1% -4.4% +8.3%
Better/(Worse) than SPX +8.6% +3.69% +6.82%
         
Number of Portfolios 50      
Number Beating the SPX 46      
% That Beat the SPX 92%      
         

Cummulative % by Which Portfolios Beat the S&P 500- 353.87%

Average % by Which Portfolios Beat the S&P 500- 7.08%

 

Constructing Portfolios- New Money
Big Cap
GARP
Value/Turnaround
Momentum
Portfolio Results

Trading/ Technical Analysis Center
What is Technical Analysis?
Breakouts and Breakdowns
Trendlines and Moving Averages
Trend Reversals
Detrending Oscillators
Chart Patterns
Great Patterns to Buy
Great Patterns to Short
Trending vs. Trading Stocks
Swing Rule
Trading Relative Strength
Industry Sectors

Past Trading Results

 

 

 

 

Disclaimer

The information presented in this site is for your informational, educational and entertainment purposes. Investing involves a great deal of risk, including the loss of all or a portion of your investment, as well as emotional distress. Nothing contained herein should be construed as a warranty of investment results. All risks, losses, and costs associated with investing, including total loss of principal, are your responsibility. Any advice or information contained in this site which you act on should be screened through your personal financial representative or broker. It is possible that any member of our staff will have a position in the stocks discussed within this site.

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