Here are the latest performance stats for all the Motley Fool services, since their inception. Not all of these are available on their public site.
The calculations follow the official methodology used by each of the services.
Check the Performance category posts on the right to see if more recent stats exist.
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Winter is Coming
I’m not a huge Game of Thrones fan, but I’ve seen enough shows to know of their oft-repeated quote “Winter is coming” which is used by the characters as a harbinger of bad things to come. And despite the unseasonably mild weather here in the Northeast, as we wrapped up a September in which the Russell 2000 was down 6.1% and the S&P was down 1.53%, I can’t seem to shake that quote from my mind. I’ve been fairly optimistic up until now thinking the market correction that pundits have been predicting for the last 18 months (at least) might not come until at least next year, and even though I maintain my belief that we are in the midst of a long-term bull cycle that will last for many years, I am starting to wonder if that correction might hit us before the end of 2014.
How does that impact my investing? I’m being a lot more selective and focusing on “value” stocks. So I’ve been looking very closely at Inside Value’s recent recommendations. I’m also accumulating some more cash in hopes of taking advantage of the drop I think is coming. Some of that cash has come from selling a couple positions that I think are fully valued for the moment, and per my strategy post on when to sell a stock, I’ve taken the rest of that cash and put it towards my short-term savings goals.
Speaking of Inside Value, it is the only service that actually gained slightly in September, and is basically flat across the last 12 months. But that is what you might expect from a value-oriented service. Interestingly, Rule Breakers, which is the opposite type of service with a focus on growth stocks, has actually held up pretty well over the last 12 months, down only 3% in that timeframe, but up nicely from its low back in April.
And One More Thing…
I have just launched a new premium product – Performance Insights. For those of you who have wanted more detailed performance metrics for the Motley Fool services, you’ll really want to check this out. I’ve compiled Success Rates, CAGR’s and Annualized returns for all of the stock recommendations services, including median performance, and performance by number of years held. And I’ve broken it out by year and even sector! For full details, and a sample of the Performance Insights, look here.
And for the first 25 loyal readers this month who want to purchase the Stock Advisor pack which breaks out the performance of both the Tom and David Gardner recommendations, click through here to receive 20% off! But again, that’s only for the first 25 people, so please don’t wait too long!
Thanks for all your support!