Updated year to date return on investment of the Bloodhound model strategies as at November 1, with the SP500 index.
Highlights:
……. a more difficult month, only one strategy gained this month, the average of the portfolios was down 9.6%
……. the average gain of the 12 model investment strategies this year is still 59.1%
……. every one still has a higher % gain than its loss in 2008; 4 have gained in value since Jan 1 2008 (because a 30% loss in 2008 requires a 43% gain in 2009 to recover)
…… 3 have gained over 75% year to date
…… the minimum return on investment is 36.1% compared to the SP500 gain of 11.2% (the much higher gains often quoted for the SP are measured from March 9th, from January 1 it is 11.2%!)
…… 11 out of 12 are one year buy and hold strategies
The table shows the model strategy name with its average investment performance over 23 years since our data began in 1987; the number of those years in which the strategy had a positive return; the value today of a single $100,000 investment in 1987 inclusive of trading costs, but exclusive of the subscription and taxes; 2009 return year to date; and the change in the last month. We also show the return in 2003, which was the last time that the market recovered from a 50% decline in the SP500 index.
The figures are for portfolios of 20 stocks and were based on an investment of $100,000. Bloodhound lets you test changes in these parameters; for example a portfolio of 10 stocks invested in Lion has averaged 57% over the 23 years compared to 44%; a $10,000 investment in Lion with a portfolio of 10 stocks has averaged 55.5% compared to 57%.
All of the strategies shown, with the exception of “Website” are 12 month buy and hold. Users usually make a single investment each year until Bloodhound issues the annual portfolio revision. No market timing, no stock picking; you let the strategy run and Bloodhound tells you if and what to trade.
Bloodhound provides you with the ability to build, find and test strategies that have high gain, low volatility, or to pursue other goals. The model strategies, with consistent high gain, few years in which they lost, and a buy and hold investment model provide an opportunity to put a modest amount of money away for accumulation over a period with little maintenance.
The blog “How can I try Bloodhound” shows you how, in just three steps, you can set up a real or tracking portfolio based on these strategies in just 4 keystrokes.