Since 2008, this portfolio has returned 746.4%, outperforming the market by 306.7% using its optimal monthly rebalancing period and 10 stock portfolio size.
This strategy looks for companies with upward revisions in analyst earnings estimates.
Year | Portfolio | S&P 500 |
2009 | 44.8% | 23.5% |
2010 | 22.7% | 12.8% |
2011 | -19.2% | -0.0% |
2012 | 35.7% | 13.4% |
2013 | 48.8% | 29.6% |
2014 | 8.0% | 11.4% |
Year | Portfolio | S&P 500 |
2015 | -2.2% | -0.7% |
2016 | 36.4% | 9.5% |
2017 | 26.3% | 19.4% |
2018 | -21.3% | -6.2% |
2019 | 10.9% | 28.9% |
2020 | 30.5% | 16.3% |
2021 YTD | 36.0% | 25.4% |
The Earnings Revision Investor portfolio is based on the published writings of Wayne Thorp
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