During the final 52 weeks of the live test, the model portfolio returns were up +20.1%. According to an investor service where I subscribe, that would place the Strategic Growth Model portfolio third among nearly 200 investment newsletters, based on performance.
During the same period, 83% of investment newsletters were down, while the dividend-reinvested Wilshire 5000 Total Stock Market Index also dropped by -18.4%.
The past 52 weeks have been a tenuous time of market turmoil, yet the model portfolio has managed to not only survive the chaos but thrive on it.
Given the severity of the stress test that the market has thrown at our investing system, I am as confident as ever that it will continue to deliver market-beating performance in the years ahead.