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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The market recovered in February, with the 10% drop that pundits have been predicting for about a year now, still yet to happen. The last time the S&P dropped 10% was a 19% drop in October 2011, and historically they occur once a year, so by that trend, we are overdue. But if you sit on the sidelines waiting for that drop, you miss out on all the gains in between.
After a year of publishing these performance posts, the month to month story tends to remain the same. The winning growth-oriented services keep winning, the “too clever by half” losing services tend to keep losing, and the conservative value-oriented services eek out solid consistent returns.
The biggest winners across the last 12 months have been the 2 Supernova portfolios as well as the Everlasting portfolio.They were outperforming the S&P by low single digits, and now outperforming by 28 points for Phoenix and the Everlasting portfolios, and 38 points for Odyssey. These are the youngest services at Motley Fool and shows the value of the long term, buy and hold approach.
MDP Deep Value and Special Ops are digging themselves deeper and deeper holes throughout a great bull run. I personally am putting Special Ops on a death watch list, and won’t be surprised to see the plug get pulled on this poor performer.