Resources
Investment Strategies
This page shows the performance of investment strategies
I recommend in my books and The Kelly Letter.
Stock Market Investing
Double The Dow and Maximum Midcap, the permanent portfolios from The Neatest Little Guide
to Stock Market Investing, are proven winners. Look how much better they've done than the Dow itself
and the top-performing Dow Dividend Strategy, the Dow One.
Please buy the book (at left) or subscribe to The Kelly Letter
to see how the portfolios work.
Value of $10,000 invested December 31, 2002.
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The Dow
(DIA)
Page 108
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The
Dow One
Page
115
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Double
The Dow
Page
116
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Maximum
Midcap
Page
120
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10-3-08
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$12,264
 22.1% YTD
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$4,134
63.8% YTD
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$12,301
41.7% YTD
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$15,772
44.7% YTD
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12-31-07
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$15,752
 6% in 2007
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$11,432
17% in 2007
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$21,097
7% in 2007
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$28,495
6% in 2007
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12-29-06
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$14,805
17% in 2006
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$13,779
11% in 2006
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$19,642
29% in 2006
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$26,961
10% in 2006
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12-30-05
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$12,710
1% in 2005
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$12,412
13% in 2005
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$15,265
4% in 2005
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$24,418
19% in 2005
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12-31-04
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$12,776
3% in 2004
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$14,312
1% in 2004
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$15,906
5% in 2004
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$20,604
29% in 2004
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12-31-03
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$12,427
24% in 2003
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$14,479
45% in 2003
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$15,094
51% in 2003
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$16,035
60% in 2003
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12-31-02
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$10,000
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$10,000
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$10,000
|
$10,000
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At the bottom of page 158, I conclude the ten-year IBM Value Line example
with this: "How about a real-life test? Decide now whether you would have held your
position or sold it. Then, check IBM's current price to see how you would have done.
To help with your calculations, write down that IBM was $99 and the S&P 500 was 1,448
on February 2, 2007. Since then, which performed better?" Find out
here.
Investments From The Kelly Letter
These investments are from The Kelly Letter.
Articles from the letter are reprinted on the home page of
this site, however the names of investments are shown to subscribers
only. When I completely exit a position, I then reveal what it was
so that anybody can track my performance. For example, until it was
sold, Sun Microsystems was called just "Computer" with no ticker symbol.
To put this performance to work for you, please try the letter (at left).
To read my latest thoughts, please sign up for my free email
newsletter at the top or bottom of any page and visit the home page
frequently.
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ACTION
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OPENED
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CLOSED
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RESULT
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Buy E-commerce
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5/22/2006, $29.00
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Open
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Buy Online Media
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3/17/2006, $30.00
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Open
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Buy Semicon Equip
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3/8/2006, $18.00
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Open
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Buy Student Loans
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2/10/2006, $36.75
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Open
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Buy Debt Collector
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2/10/2006, $18.45
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Open
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Buy Computer Security
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11/28/2005, $28.00
1/27/2006, $22.50
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Open
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Buy Semicon Maker
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11/16/2005, $25.00
1/31/2006, $21.50
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Open
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Buy Computer Maker
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11/9/2005, $29.00
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Open
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Buy Mitsubishi UFJ Bank (MTU)
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11/3/2005, $13.90
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3/8/2006, $14.60
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5%
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Buy CBOT Holdings (BOT)
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10/21/2005, $108
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10/31/2005, $109
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1%
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Buy UTStarcom (UTSI)
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10/5/2005, $7.75
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10/10/2005, $5.50
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29%
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Buy Decker's Outdoor (DECK)
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10/5/2005, $23.00
10/28/2005, $17.00
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12/22/2005, $28.00
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40%
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Buy Japan
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10/4/2005, $47.20
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Sold half of position
2/16/2006, $64.55
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Buy Maxtor (MXO)
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9/23/2005, $4.25
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12/28/2005, $6.80
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60%
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Buy Electronics Retail
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9/19/2005, $25.00
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Open
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Buy Brewing
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9/16/2005, $45.00
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Open
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Buy PXRE Group (PXT)
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9/14/2005, $19.00
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9/22/2005, $16.91
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11%
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Buy Ariba ARBA
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9/14/2005, $6.00
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2/21/2006, $9.60
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60%
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Buy XLB June $30 puts (XLBRD)
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4/5/2005, $1.10
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4/14/2005, $1.40
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27%
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Buy Sun (SUNW)
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2/17/2005, $4.20
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3/9/2005, $4.41
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5%
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Buy ProFunds Ultra Semicon (SMPIX)
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11/11/2004, $18.09
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8/12/2005, $20.33
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12%
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Buy UTStarcom (UTSI)
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11/8/2004, $16.59
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2/11/2005, $15.10
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9%
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Buy Maxtor (MXO)
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10/21/2004, $3.25
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3/29/2005, $5.35
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65%
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Short Time Warner (TWX)
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9/20/2004, $16.85
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10/18/2004, $16.33
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3%
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Buy Sun (SUNW)
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8/9/2004, $3.60
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8/22/2004, $3.70
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3%
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Buy Sun (SUNW)
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10/8/2003, $3.40
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2/15/2004, $5.64
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66%
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Buy Media
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3/11/2003, $15.00
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Open
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Buy Level Three (LVLT)
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3/10/2003, $4.50
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7/11/2003, $6.00
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33%
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Buy Pharmaceutical
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2/25/2003, $28
9/23/2005, $25
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Open
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Buy Fleming (FLM)
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2/25/2003, $1.85
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3/18/2003, $1.40
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24%
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Buy Sun (SUNW)
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11/12/2002, $2.90
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7/11/2003, $5.00
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72%
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Buy Intel (INTC)
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9/21/2002, $14.90
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7/14/2003, $24.48
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64%
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Buy Software
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8/2/2002, $22.50
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Open
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