Better Than 99.998% of Mutual Funds

I wrote on Nov. 27 that my Maximum Midcap strategy had declined 20% since its October high, and that its five-year price history suggested it was ripe for a recovery.

Since then, the strategy has gained 13% and is now up 14% for the year. My Double The Dow strategy is up 10% since then and 15% for the year. These are excellent performances in absolute terms, but also in relative terms compared to the Dow (+9%) and the S&P; Midcap 400 (+10%).

Since Dec. 31, 2002, here’s what $10k in each strategy and the Dow has grown to become as of Friday’s close:

$30,732 Maximum Midcap
$22,553 Double The Dow
$16,209 The Dow Jones Industrial Average via the DIA ETF

That gives Maximum Midcap an annualized return for the past 5 years of 26%, which is better than 99.998% of all mutual funds. Of the 0.002% of funds that did better, most focused on Latin America and India.

Kelly Letter subscribers invest more in Maximum Midcap at the end of each month, a simple technique that boosts performance even beyond that shown above by automatically buying more cheap shares than expensive ones.

That’s just dollar-cost averaging at work, but the technique is particularly well suited to volatile investments that rise over time. These leveraged strategies are precisely such vehicles, combining extreme volatility with assured recovery.

As the market dashes hither, thither, and yon, it’s good to have a winning strategy that keeps cooking along no matter what the pundits say about impending recession, credit crunches, and other fears of the moment. I’ve dismissed all those fears, and that boldness has paid off.

Why don’t you join us for a month and see if this calm approach to superior performance over time can help your portfolio?

Warm regards,
Jason Kelly

This entry was posted in Uncategorized. Bookmark the permalink. Both comments and trackbacks are currently closed.
  • The Kelly Letter
    A Complete Investment Management System
    The Kelly Letter  every Sunday morning by email.
    Like no other. Many subscribers say this is the best read of their week, astonishing in its ability to distill seven days of noise into one succinct overview of the very few items that might matter. Start your Sundays right!
    A one-page Quick Start Guide
    with page number references to full information in The 3% Signal. You'll receive access to this right away so you can begin transforming your portfolio into a performance machine immediately.
    The 3Sig Calculator.
    A thing of beauty! You'll use it to generate your own personal signals every quarter including exact share amounts to buy and sell based on your account balances. It emails you the results to make later quarters easy by keeping last quarter's numbers at your fingertips. Some subscribers say this tool alone justifies their subscription price.
    The subscriber-only section of this website
    where likeminded investors are commenting on notes and discussing in forums. Jason joins these interactions every day. They're a treasure trove of investing tips and wisdom.
    The archive of Kelly Letter notes.
    It’s a research center, searchable and smartly tagged to make gathering time-stamped material on covered subjects easy.
    The subscriber podcast.
    Jason reads every letter word-for-word. This feature was requested by subscribers who prefer audio learning. They listen on their Monday morning commute, during a workout, or while reading along at their computer.

    Save 17%

    Pay as you go
    Or sign up to receive free email and learn more about the system.
Bestselling Financial Author