Private Equity Investor Strategy Explanation Video
Since 2008, this portfolio has returned 687.9%, outperforming the market by 284.3% using its optimal monthly rebalancing period and 20 stock portfolio size.
This leveraged small-cap value model seeks firms that have the characteristics of successful private equity investments.
Year | Portfolio | S&P 500 |
2009 | 78.3% | 23.5% |
2010 | 37.2% | 12.8% |
2011 | -6.0% | -0.0% |
2012 | 29.4% | 13.4% |
2013 | 54.6% | 29.6% |
2014 | 0.4% | 11.4% |
Year | Portfolio | S&P 500 |
2015 | -19.3% | -0.7% |
2016 | 33.4% | 9.5% |
2017 | 12.4% | 19.4% |
2018 | -15.8% | -6.2% |
2019 | -0.6% | 28.9% |
2020 | 10.6% | 16.3% |
2021 YTD | 46.2% | 17.0% |
The Private Equity Investor portfolio is based on the research paper Leveraged Small Value Equities