Since 2006, this portfolio has returned 42.1%, outperforming the market by 33.3%.
Get the Top Ten Rated Stocks Using This Model
Get StartedYear | Portfolio | MSCI (EAFE) |
2007 | 37.6% | 10.0% |
2008 | -40.2% | -42.1% |
2009 | 94.9% | 27.0% |
2010 | 22.8% | 5.3% |
2011 | -31.4% | -14.9% |
2012 | 11.0% | 14.8% |
Year | Portfolio | MSCI (EAFE) |
2013 | -21.0% | 18.0% |
2014 | -1.5% | -9.3% |
2015 | -26.6% | -3.5% |
2016 | 49.9% | -1.7% |
2017 | 59.4% | 21.8% |
2018 | -29.8% | -16.4% |
Year | Portfolio | MSCI (EAFE) |
2019 | 30.7% | 18.1% |
2020 | -24.0% | 5.1% |
2021 YTD | -0.4% | 2.0% |
Ticker | Date Added | Return |
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