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Here are the latest performance stats for all the Motley Fool services, since their inception. The returns are calculated using the official methodology of each of the services, per the Motley Fool site.
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2016 Stumbles Out the Door and a New Supernova Portfolio
The Market has not been pretty so far this year with the S&P down -5% through January, and not surprisingly the Motley Fool services almost all stumbled as well. Income Investor and Pro were the only services that actually improved (technically Special Ops did as well, but at -100% performance since inception, I’ve written it off as dead). Good to see Pro’s hedges and diversified investment strategies providing some protection against the down turn.
Supernova Phoenix is notable for the -38% month over month drop, not because it was the service with the biggest drop (Supernova Odyssey grabs that prize at -46% month over month) but because it’s been billed as a portfolio for retirees and those near retirement age. That’s not the kind of volatility I’d want to see if I were in that demographic, so if you are, beware.
Finally, you’ll notice the addition of the Odyssey 2 portfolio, which is the next generation of the Odyssey portfolio concept meant for those who are investing on a regular basis. It just started in January and is underperforming the S&P already, but it’s early days for the portfolio so we’ll see how it looks a year from now. My concern is that they are spreading their analysts too thin in Supernova, and instead use some of their members as official advisors. They did this with the original Odyssey and Phoenix (and Phoenix 2) portfolios, and while the original portfolios have had success, and there are some extremely bright investors among their membership, I think there is a limit to how far they can take that strategy.