Since 2008, this portfolio has returned 674.4%, outperforming the market by 334.2% using its optimal monthly rebalancing period and 10 stock portfolio size.
This strategy looks for companies returning cash to shareholders via dividends, buybacks and debt paydown.
Year | Portfolio | S&P 500 |
2009 | 58.0% | 23.5% |
2010 | 20.7% | 12.8% |
2011 | 9.5% | -0.0% |
2012 | 26.3% | 13.4% |
2013 | 38.5% | 29.6% |
2014 | 11.8% | 11.4% |
Year | Portfolio | S&P 500 |
2015 | -17.1% | -0.7% |
2016 | 22.3% | 9.5% |
2017 | 9.2% | 19.4% |
2018 | -17.2% | -6.2% |
2019 | 17.2% | 28.9% |
2020 | 23.2% | 16.3% |
2021 YTD | 36.9% | 2.3% |
The Shareholder Yield Investor portfolio is based on the published writings of Meb Faber
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