Since 2008, this portfolio has returned 176.1%, underperforming the market by 97.2% using its optimal monthly rebalancing period and 10 stock portfolio size.
This deep value model looks for inexpensive stocks that could be potential takeover targets.
Year | Portfolio | S&P 500 |
2009 | 153.9% | 23.5% |
2010 | 35.6% | 12.8% |
2011 | -33.6% | -0.0% |
2012 | 4.1% | 13.4% |
2013 | 58.0% | 29.6% |
2014 | 5.9% | 11.4% |
Year | Portfolio | S&P 500 |
2015 | -31.9% | -0.7% |
2016 | 35.6% | 9.5% |
2017 | 37.7% | 19.4% |
2018 | -35.5% | -6.2% |
2019 | -8.3% | 28.9% |
2020 YTD | -11.6% | 0.9% |
The Acquirer's Multiple Investor portfolio is based on the published writings of Tobias Carlisle
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