Motley Fool Performance – January 2015

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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A New Year brings with it New Hope, and Some Changes

It’s the first month of 2015, and with it, the Motley Fool services look a little different. They made some significant changes in two of their worst performing services, and expanded Supernova late last year with the Phoenix 2 portfolio. I’m most excited about their changes at Million Dollar Portfolio, and will be keeping a closer eye on that service as it tries to turn the ship around.

I still think Special Ops is too much of a niche strategy to be a stand alone service, and my suggestion would be to combine it with MDP Deep Value, and turn it into an educational service that focuses on teaching the nitty-gritty of valuation and investing, using a case study model that would take subscribers from initial screen to final investment decision. I envision live webinars and even project assignments for the subscribers, kind of like a masters-level investing class. I think there is a market out there among their existing subscriber base that would be interested in something like that.

But I digress…

Performance-wise the markets in January were off to a shaky start with the S&P down -3.1% and the Russell 2000 down -3.3%. Almost all the Motley Fool services did better than that however, and are off to a positive start. It’s a big year ahead for the services. Besides the changes mentioned above, Supernova Odyssey and Phoenix will hit their 3 year anniversary in March, and 3 years is a standard yard stick for measuring the performance of a long-term investing focused service. Everlasting Portfolio hits that milestone in May. All 3 have done fairly well so far and I have no reason to think the wheels will come off the track in the next few months, but the services are maturing and we will see how they progress as the number of positions they have grows, and growth becomes harder to come by.

Understand Before You Invest

For those of you who are looking for a deeper dive into the performance of the Recommendation Services, I have recently launched a premium product called Performance Insights.  I’ve calculated Success Rates, CAGR’s and Annualized returns for all of the stock recommendations services. If you ever wanted to look into the historical trends of their performance, or performance by industry, or performance by number of years held, you should check these out.  My Motley Fool Performance Insights page has further details and a sample of what you get.

MF Performance Stats - 2015-01Jan

{ 2 comments… add one }
  • Gary February 15, 2015, 6:19 pm

    Thanks for all the hard work. Not a Fool subscriber/investor myself, but like to know how hyped services actually perform.

    Stock Advisor (David) was up 195% against the S&P Feb 2014. As of end Jan 2015, up 173%. If I’m interpreting the monthly data correctly, that would amount to a *loss* against the S&P for the last 12 months, right?

    Reply
    • Kevin February 15, 2015, 6:45 pm

      Thanks Gary. You’re reading that right – the service has lost ground vs. the S&P in the last year.

      Reply

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