Since 2009, this portfolio has returned 640.5%, outperforming the market by 263.0% using its optimal quarterly rebalancing period and 20 stock portfolio size.
This strategy looks for companies with upward revisions in analyst earnings estimates.
Year | Portfolio | S&P 500 |
2009 | 31.7% | 34.0% |
2010 | 23.0% | 12.8% |
2011 | -0.4% | -0.0% |
2012 | 10.4% | 13.4% |
2013 | 52.6% | 29.6% |
2014 | 21.7% | 11.4% |
2015 | -6.5% | -0.7% |
Year | Portfolio | S&P 500 |
2016 | 30.7% | 9.5% |
2017 | 33.9% | 19.4% |
2018 | -27.8% | -6.2% |
2019 | 29.0% | 28.9% |
2020 | 14.3% | 16.3% |
2021 | 46.5% | 26.9% |
2022 | -13.2% | -19.4% |
2023 YTD | 1.1% | 3.5% |
The Earnings Revision Investor portfolio is based on the published writings of Wayne Thorp
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