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.
If you find these helpful, please take a second to rate the content by clicking on the stars below. You can also leave a comment or sign up via email to follow my blog and receive regular updates. If I get enough feedback that my readers find this sort of information, I will provide updated performance stats on a regular basis. Also, please people, let me know what you want to see more of in the way of stats.
As you’ll see below, I’ve introduced a new format for the performance statistics. In addition to hopefully being a little more visually appealing, the new format highlights the range of performance across the different services and provides a view of historical trends. I’ve only been tracking the performance since March, but going forward I’ll include the prior 12 months.
I’d like to provide these performance updates earlier in the month, but some of the Motley Fool services don’t update their metrics until a week or so after the prior month, so in order to provide a comprehensive view I am forced to wait…
Let me know what you think of the new format in the comments below and I’m happy to hear suggestions as well.
Stock Advisor Milestone!
Congratulations to David Gardner and the Stock Advisor team! They closed out October with an over 200% return since inception. Granted a lot of that performance comes from the stratospheric returns of a handful of their recommendations over the years, but it is still very impressive. It must also be pointed out that Stock Advisor re-recommended some of those picks multiple times even after they had already doubled or tripled. Many investment advisors out there would have closed out their positions at that point and taken their money off the table, but Stock Advisor had the foresight to double down on them, and the fortitude to hold on through roller-coaster rides up and down.
On a related note, one of David Gardeners earliest picks, Amazon (AMZN), recently became a “100-bagger”. That’s an over 10,000% return since 1997, when he first recommended it in his Rule Breakers portfolio (not to be confused with the Rule Breaker service) at a split-adjusted price of $3.20. On October 31st, Amazon closed at $364. Take a look a the stock chart for AMZN in that time and you’ll see what an up and down ride it’s been. Even today, people consider Amazon stock a bubble waiting to burst. It takes conviction to hold a stock for that long, and he deserves a lot of credit for sticking to his.
On the portfolio side of the services, Tom Gardner’s Everlasting Portfolio has over taken the #1 spot in terms of out-performance vs. the S&P, and is tied with Supernova Odyssey on absolute returns. Phoenix made a strong move up on absolute returns, keeping pace with the S&P, and closing the gap vs. Odyssey. All three services are relatively young portfolios, so we will how they weather future markets.
Million Dollar Portfolio continues it’s strong performance, and may warrant more of my attention, and deeper analysis.
On the negative side, Special Ops keeps falling further and further behind. Their strategy will never correlate well with overall market returns, but with a service that is now under-performing the market at almost 60%, and has been lagging badly all year long, that is a lot of missed opportunity cost. They are not employing a lot of shorts and hedges either, so even if the market goes through a correction, they are likely to fare just as badly, if not worse, since investors will be even less interested in the out of favor investments they make.
On the Motley Fool Recommendation Services front, I’ve already addressed David Gardner’s Stock Advisor massive out-performance. At this rate it won’t be long before they are literally off the charts (well, at least my charts). But it’s also worth noting that while the other idea services either stalled or slipped slightly this month, Stock Advisor continues to widen their gain almost each month.
One thing that my new format shows is how consistent the returns of Motley Fool Pro, Inside Value, and Income Investor have been, which should not be underestimated, and will appeal to many types of investors.
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