Motley Fool Performance – June 2016

Motley Fool Performance Stats

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Here are the latest performance stats for all the Motley Fool services, since their inception. Returns are calculated using the official methodology of each service, per the Motley Fool site.

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{ 4 comments… add one }
  • Doug July 9, 2016, 8:02 pm

    Wonder why MF doesn’t shut down MDP Deep Value and Special Ops. I’m not a subscriber to these services.. Maybe they’ve recently changed managers. I would think any “well managed” mutual fund might close’m and create new funds…. I do appreciate MF’s commitment and decision not to take the easy path.
    Kevin, thanks for publishing!

    • Kevin July 9, 2016, 9:10 pm

      Thanks Doug, I agree, I think it’s well overdue to shut them both down. They did make a change at Special Ops about 18 months ago. but I just don’t think this type of investing is in their wheelhouse, as I touch upon in that post. What you call commitment to not taking the easy path, I call kicking a dead horse. 🙂

  • Alan Weiss July 31, 2016, 2:35 pm

    I am interested in the MF options newsletter but the website only offers percentage of positive trades not percentage of gain or loss. Obviously lots of trades closed for very small gains would improve a statistic like percentage of winning trades but offer no information regarding whether it is a worthwhile service to subscribe to for an investor. Can you tell me the average annualized gain in the MF options portfolio?

    • Kevin July 31, 2016, 8:31 pm

      Alan – unfortunately, that information would be extremely difficult to calculate due to the nature of options and the manner in which they employe different strategies for any given position. For example they may start with covered calls on a stock, which would include purchasing stock, and maybe be in a losing position on that trade, but then continue the position by rolling those calls and/or introducing a second strategy on that same stock, and becoming profitable again. Then throw in the complications of levered vs. unlevered results, calculating cost basis on a strangle, which then gets partially closed, etc. etc. Obviously the calculation could be done with enough time and the right tools, but not something I’m willing to tackle. 😉

      If you are interested in MF Options, I would suggest a 30 day trial membership which would allow you to see all the individual position data and how they fared.


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