Quant Value Newsletter

Track Record

 

Last updated: 31 December 2018

 

European portfolio

Up 152% over eight years; index only 33% (4.5 times better) 

If you invested in all of the European investment ideas since July 2010 - when the newsletter was started - you would have a return of 152%. If you exclude the cash in the portfolio and look only at the return of the investment ideas you would have done even better at +358%

If you invested in the European STOXX 600 Index, your return would have been only 33%. 

This is nearly 4.5 times better than the index.

Here is the long term performance of the portfolio:

European portfolio total performance

European portfolio yearly performance

Return of €1000 invested in the European portfolio vs Index

 

No cash return

No cash returns show you the performance on ONLY the investment ideas excluding the cash in the portfolio which earns nothing and decreases performance.

The following table shows the performance of all the ideas recommended in the European portfolio:

 

 

North American portfolio

North America has lagged the index

The North American portfolio has not done nearly as well as in Europe.

But as you can see (look at the No Cash returns) this is largely due to the high amounts of cash the portfolio had. If you look at the performance of only the companies it was a lot better but still below the S&P 500 index.

Here is more information on the portfolio's performance:

North American portfolio total performance

North American portfolio yearly performance

In spite of lagging the index the ideas have been very good.

Since October 2011 the newsletter has recommended 106 North American investment ideas, all of which would have given you an average return of +18% - you can also see this in the no cash performance numbers performed a lot better. 

Change the strategy? 

Although the North American investment ideas have lagged behind the S&P 500 index, I am not planning to change the model I use to select investment ideas. 

As you know, regardless of how well they have performed in the past, even the best investment strategies can underperform the market as Joel Greenblatt mentioned in his excellent book The Little Book that Still Beats the Market before they catch up and start to outperform again. 

Why bad performance is good

In his book, Joel also says that periods of underperformance are a good thing for a good investment strategy, because without such periods, the strategy would be used by so many investors that it would stop working. 

We have to be patient 

As I have told you in the past - we just have to be patient. It is simply a matter of time before the North American strategy starts outperforming the market.

 

 

Asia portfolio

The Asia portfolio was only started relatively recently - when it became very hard to find investment ideas in North America and in Europe - I have thus only included one chart:

 

 

Not a subscriber yet? – The only thing left for you to do

As you can see the investment ideas of all three portfolios have performed very well.

Not everywhere, but as you know in investing, you cannot win them all.

To get these market beating ideas working in your portfolio take a few minutes and sign up right now.

It costs less than an inexpensive lunch for two and if you do not like it you get all your money back – no questions asked.

 

Wishing you profitable investing

 

PS Why not sign up right now while it’s still fresh in your mind.

 

I’m interested, sign me up!

 

All the investment that have been sold

The following three documents show you detailed returns of all the investments that have been sold: