Quant Value Newsletter
Track Record
Last updated: 31 December 2023
The newsletter's 13.5 year track record (Started in July 2010)
This is the performance of all the ideas in the Quant Value newsletter since we recommended the first company 13.5 years ago in July 2010.
- Loss of 86.1% occurred in before the Stop Loss system was implemented
- Returns are calculated as price change plus dividends in the currency of the company's main listing.
- Includes returns of Crash portfolios
Total Investment Ideas: The total number of ideas recommended is 546. This includes both current and previously sold ideas. This is a substantial number of ideas, giving you a large well diversified portfolio.
Average Return: The average return on all ideas is 21.8%. This is a strong performance that significantly exceeds historical average stock market returns.
Median Return: The median return is 11.4%. The median is the middle value when all returns are lined up from the smallest to the largest. A median of 11.4% indicates that half of the investment ideas yielded returns that are less than 11.4%, and half yielded returns that are higher. The fact that the median is almost half of the average means returns have a positive skew, with high-returns pulling the average up.
Performance by country
This is where companies were recommended and how they performed:
Where ideas were recommended and average return
How far the winners beat the losers - Over 3 to 1
3.3 times more winners over 20% than losers
The distribution shows the newsletter follows a solid investment strategy with 42% of ideas returning more than 20%.
The high-percentage returns (over 50% and 100%) furthermore shows that the newsletter has generated a significant number of high return investments.
The losses over 20%, shows you the strategy is not without risk. What investment strategy is not. However, the proportion of losses is small compared to the successful investments.
The extreme values in both gains (more than 300%) and losses (more than 50%) are minimal. This shows you that while the newsletter recommends high-growth opportunities, it seldom has severe losses.
Dividend income
Even though we do not look at dividend yield when choosing ideas, an attractive dividend is an added bonus when you buy undervalued companies.
You thus get paid to wait as stock prices increase.
Average divided return of all ideas
Distribution of returns
This is the most important chart!
You know investing works best when you cut your losses fast and let your winners run. To do this the newsletter follows a STRICT 20% trailing stop loss system.
The following two charts show you how successful the newsletter has been at doing this.
Over 13 years 63%, just under two third of all ideas, would have given you a positive return, with the highest return of 315.5% (the second highest was +269.2%).
Click image to enlarge
Distribution of newsletter returns – Percent of all ideas
The stop-loss system works!
And the stop loss system works.
Since March 2015, when it was implemented, only 11 of the 546 (2.1%) ideas lost more than 40%.
This happened because of large sudden price drops, for example, after a profit warning, legal action, stock suspension or fraud announcement.
The stop loss system lets you avoid the left-hand side returns (losses in the chart above).
This is very important because:
- Firstly, you feel comfortable investing in companies you do not know. It is easier to get in if you know you can get out.
- Secondly, you avoid the emotional pain of a large losses. This helps you stick to the investment strategy.
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