Motley Fool Performance – March 2016

Motley Fool Performance – March 2016
5 (100%) 3 votes
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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.

If you like these posts, share with a friend, and rate the content by clicking on the stars above. You can sign up via email (in the right sidebar) to get instant notifications when my monthly performance stats are updated. You can follow me on Twitter too at @motleyfoolrview.

And of course, leave a comment below and let me know what you think.

Check the Performance category to see all my performance posts.

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Motley Fool Performance – February 2016

Motley Fool Performance – February 2016
4.43 (88.57%) 7 votes
MF Performance Stats - 2016-02Feb

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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.

If you like these posts, share with a friend, and rate the content by clicking on the stars above. You can sign up via email (in the right sidebar) to get instant notifications when my monthly performance stats are updated. You can follow me on Twitter too at @motleyfoolrview.

And of course, leave a comment below and let me know what you think.

Check the Performance category to see all my performance posts.

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Motley Fool Performance – January 2016

Motley Fool Performance – January 2016
3.44 (68.89%) 9 votes
Motley Fool Performance

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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.

If you like these posts, share with a friend, and rate the content by clicking on the stars above. You can sign up via email (in the right sidebar) to get instant notifications when my monthly performance stats are updated. You can follow me on Twitter too at @motleyfoolrview.

And of course, leave a comment below and let me know what you think.

Check the Performance category to see all my performance posts.

 

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.

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Motley Fool Performance – December 2015

Motley Fool Performance – December 2015
3.2 (64%) 15 votes
MF Performance Stats - 2015-12Dec

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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.

If you like these posts, share with a friend, and rate the content by clicking on the stars above. You can sign up via email (in the right sidebar) to get instant notifications when my monthly performance stats are updated. You can follow me on Twitter too at @motleyfoolrview.

And of course, leave a comment below and let me know what you think.

Check the Performance category to see all my performance posts.

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Motley Fool Performance – November 2015

Motley Fool Performance – November 2015
4.14 (82.86%) 7 votes

MF Performance Stats - 2015-11Nov

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.

If you like these posts, share with a friend, and rate the content by clicking on the stars above. You can sign up via email (in the right sidebar) to get instant notifications when my monthly performance stats are updated. You can follow me on Twitter too at @motleyfoolrview.

And of course, leave a comment below and let me know what you think.

Check the Performance category to see all my performance posts.

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Motley Fool Performance – October 2015

Motley Fool Performance – October 2015
3.5 (70%) 2 votes

MF Performance Stats - 2015-10Oct

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.

If you like these posts, share with a friend, and rate the content by clicking on the stars above. You can sign up via email (in the right sidebar) to get instant notifications when my monthly performance stats are updated. You can follow me on Twitter too at @motleyfoolrview.

And of course, leave a comment below and let me know what you think.

Check the Performance category to see all my performance posts.

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The Best Stories From Around the Web in September
5 (100%) 1 vote

Each Thursday I send an email to my community in which I share the 7 best stories I come across each week. Most are focused on business, investing, and technology, but I try to mix it up a little. Whatever the topic, I try to make sure their provocative, fascinating, educational, enlightening, amusing – or all of the above! It’s the perfect list for some weekend reading.

Here’s the list of my most popular stories last month. If you haven’t read them yet, it’s never too late. And if you want to get these types of stories in your inbox each week, just join my growing community by subscribing to my site in the sidebar on the right. There are other benefits too, like a guide to picking the best Motley Fool Newsletter for your investing style.

In order of popularity, here you go:

  1. Investing: Keep it Simple Stupid
  2. If anyone has a child starting high school or college this fall, you might want to show them this as they think about what they want to major in, and their future career choices: US College Majors and their Median Income.
  3. Reiterating again that even the best-performing stocks spend a lot of their life looking like unsalvageable wrecks, this post asks the question are you the type of investor with enough patience and fortitude to hang on to them long enough to reap the gains that eventually come.
  4. 7 Retirement Blindspots
  5. A long but very interesting read on investing in Oil stocks.
  6. Continuing my tirade on commercial air travel, here is a neat POV video of what happens to your checked luggage. I have trouble reconciling this intricate logistics flow with the TSA’s inability to differentiate between my bottle of Fiji water and a container of explosive liquids.
  7. This post by Josh Brown got a lot of attention earlier in the week, and for very good reason. Read it: Computers Are The New Dumb Money.
  8. Do you think you are a good stock-picker? Are you sure? Investing is not easy, above average results are uncommon. Something Most Investors Can’t Accept.

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Motley Fool Performance – September 2015

Motley Fool Performance – September 2015
4.33 (86.67%) 3 votes
Click to Enlarge

Click to Enlarge

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.

If you like these posts, share with a friend, and rate the content by clicking on the stars above. You can sign up via email (in the right sidebar) to get instant notifications when my monthly performance stats are updated. You can follow me on Twitter too at @motleyfoolrview.

And of course, leave a comment below and let me know what you think.

Check the Performance category to see all my performance posts.

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Motley Fool Performance – August 2015

Motley Fool Performance – August 2015
4.67 (93.33%) 9 votes
MF Performance Stats - 2015-08Aug

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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.

If you like these posts, share with a friend, and rate the content by clicking on the stars above. You can sign up via email (in the right sidebar) to get instant notifications when my monthly performance stats are updated. You can follow me on Twitter too at @motleyfoolrview.

And of course, leave a comment below and let me know what you think.

Check the Performance category to see all my performance posts.

A Drop and a Rebound

The market hit some turbulence this month. The S&P 500 was down -6.5% this month, but that includes a quick bounce off it’s low on the 25th (at which point it was down -11.7% for the month). The Russell 2000 was down -7% in August and experienced a similar bounce as well. This was the correction people had been predicting for quite a while. But the worst of it was over pretty quickly.

I’ve been curious to see how the Motley Fool services would react during a correction, and now I have that opportunity. So I calculated the month over month changes of the Absolute Returns for each of the services as you can see in the chart below. Every single service experienced a drop in March greater than the S&P500.

MoM Changes 2015-08Aug

Now you could call David Gardner’s side of Stock Advisor and Inside Value a draw, as they are within half a percent, but I was surprised that not even a service like Motley Fool Pro did better than the benchmark.

Speaking of Pro, for a service whose whole reason for existence is its hedging and allocation strategies, it fared on par with Hidden Gems which specializes in small cap stocks which are generally the most volatile stocks. Similarly as alarming, Supernova Phoenix which is a portfolio geared toward retirees, experienced a double digit drop of -11.8%. It’s overall performance vs. the S&P is the best of all the Motley Fool portfolio services, yet that performance is coming at the expense of a lot of volatility. Those of you looking to Phoenix for portfolio protection should pay particular attention to that.

So which service experienced the worst drop? Well look at that: Special Ops. What a shock, right? Those of you have read my previous posts on the horrible underperformance of Special Ops will recognize my sarcasm here. Part of Special Ops strategy is in theory to provide returns that are uncorrelated to the typical benchmarks like the S&P 500. And it seems to be achieving that goal: massive under performance vs. the index during the worst stretches, with absolutely no participation in the upside of the market. Uncorrelated, indeed.

The typical response would be that these services are meant to be for the long term, and that you shouldn’t judge performance over the course of one month. And I agree with that. And I will point out that both MDP and Everlasting Portfolio took advantage of the correction to issue opportune buy orders, so they should get credit for that. But for those of us who invest alongside the Motley Fool, it’s important to understand the volatility you will experience investing in even their most conservative portfolios. Many of their services provide great returns, but as noted with Phoenix, realize that their portfolios are not protecting you against the corrections that inevitably come.

 

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The 7 Best Stories From Around The Web in August

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Each Thursday I send an email to my community in which I share the 7 best stories I come across each week. Most are focused on business, investing, and technology, but I try to mix it up a little. Whatever the topic, I try to make sure their provocative, fascinating, educational, enlightening, amusing – or all of the above! It’s the perfect list for some weekend reading.

Here’s the list of my most popular stories from July. If you haven’t read them yet, it’s never too late. And if you want to get these types of stories in your inbox each week, just join my growing community by subscribing to my site in the sidebar on the right. There are other benefits too, like a guide to picking the best Motley Fool Newsletter for your investing style.

In order of popularity, here you go:

  1. Disney will be a big winner as consumers cut the cord.
  2. Elon Musk’s third company, Solar City, is the transformational one.
  3. 5 Advantages You Hold Over Professional Investors
  4. A good lesson about not changing investing horses mid-stream: “Avoiding Process Drift”
  5. “WHEN a decision is made is more important than WHAT decision is made.”:A former Google Exec on how to make tough decisions quickly.
  6. I’d never heard of this method for investing a lump sum, but it’s a great alternative for those of you in that situation: value averaging.
  7. Warren Buffett’s wealth through the ages: few us will be billionaires but the real take away is the effects of compounding in the last part of the graph.

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