Since 2009, this portfolio has returned 1,317.2%, outperforming the market by 881.6% using its optimal quarterly 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 | 66.3% | 34.0% |
2010 | 22.5% | 12.8% |
2011 | -2.7% | -0.0% |
2012 | 26.1% | 13.4% |
2013 | 44.4% | 29.6% |
2014 | 0.8% | 11.4% |
Year | Portfolio | S&P 500 |
2015 | -19.9% | -0.7% |
2016 | 30.7% | 9.5% |
2017 | 18.2% | 19.4% |
2018 | -8.5% | -6.2% |
2019 | 16.7% | 28.9% |
2020 | 20.2% | 16.3% |
2021 YTD | 145.3% | 18.6% |
The Shareholder Yield Investor portfolio is based on the published writings of Meb Faber
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