|
Yearly Performance Statistics late 1999 through 2014
(Starting in 2012 we switched to a Longer Term Strategy based on
Signals from our Mutual Fund Panic Index and Breadth Thrusts)
2014
Performance versus the S&P 500
Amateur Investors:
11.8%
S&P 500: 11.3%
2013
Performance versus the S&P 500
Amateur Investors:
34.8%
S&P 500: 29.6%
2012
Performance versus the S&P 500
Amateur Investors:
13.4%
S&P 500: 13.4%
2011 Long
Trades
# of Hypothetical Positions (Long): 9
# of Winning or Breakeven Positions: 9 (100%)
# of Stop Loss Positions: 0
Net Gain: +8.3%
Short Trades
# of Hypothetical Positions (Short): 18
# of Winning or Breakeven Positions: 18 (100%)
# of Stop Loss Positions: 0
Net Gain: +11.5%
| Performance
vs the Major Averages 2011 |
%
Return |
| ETF Daily Strategy |
19.8% |
| 401K/TSP Strategy |
0.0% |
| End of Month Strategy |
17.7% |
| |
|
| Dow |
5.5% |
| Nasdaq |
-1.8% |
| S&P 500 |
0.0% |
2010
Long Term Strategy
# of Hypothetical Positions (Long): 7
# of Winning or Breakeven Positions: (86%)
# of Stop Loss Positions: 1 (14%)
Net Gain: +51.6%
Short Term Strategy
# of Hypothetical Positions (Long): 5
# of Winning or Breakeven Positions: 4 (80%)
# of Stop Loss Positions: 1 (17.4%)
Net Gain: +23.4%
| Performance vs the
Major Averages 2010 |
%
Return |
| Amateur
Investors (Long Term Strategy) |
+51.6% |
| Amateur
Investors (Short Term Strategy) |
+17.4% |
| ETF
Daily Strategy |
+27.0% |
| 401K/TSP
Strategy |
+12.8% |
| End
of Month Strategy |
+14.0% |
|
|
| Dow |
+11.0% |
| Nasdaq |
+16.9% |
| S&P
500 |
+12.8% |
2009
Long Term Strategy
# of Hypothetical Positions (Long): 7
# of Winning or Breakeven Positions: 7 (100%)
# of Stop Loss Positions: 0 (0%)
Net Gain: +46.6%
Short Term Strategy
# of Hypothetical Positions (Long): 7
# of Winning or Breakeven Positions: 7 (100%)
# of Stop Loss Positions: 0 (0%)
Net Gain: +23.4%
Click here
for a complete list of every stock listed in the AII Portfolio in 2007
| Performance vs the
Major Averages 2009 |
%
Return |
| Amateur
Investors (Long Term Strategy) |
+46.6% |
| Amateur
Investors (Short Term Strategy) |
+23.4% |
| ETF
Daily Strategy |
+44.0% |
| 401K/TSP
Strategy |
NA |
| End
of Month Strategy |
+8.7% |
|
|
| Dow |
+18.8% |
| Nasdaq |
+43.8% |
| S&P
500 |
+23.4% |
2008
Long Term Strategy
# of Hypothetical Positions (Long): 4
# of Winning or Breakeven Positions: 4 (100%)
# of Stop Loss Positions: 0 (0%)
Net Gain: +0.0%
Short Term Strategy
# of Hypothetical Positions (Long): 4
# of Winning or Breakeven Positions: 4 (100%)
# of Stop Loss Positions: 0 (0%)
Net Gain: +3.0%
|
Performance vs the Major Averages 2008 |
% Return |
| Amateur
Investors (Long Term Strategy) |
+0.0% |
| Amateur
Investors (Short Term Strategy) |
+3.3% |
| ETF Daily
Strategy |
+33.0% |
| 401K/TSP
Strategy |
+17.3% |
| End of
Month Strategy |
+35.7% |
|
|
| Dow |
-33.8% |
| Nasdaq |
-40.6% |
| S&P
500 |
-38.5% |
2007
Long Term Strategy
# of Hypothetical Positions (Long): 38
# of Winning or Breakeven Positions: 24 (63%)
# of Stop Loss Positions: 14 (37%)
Net Gain: +22%
Short Term Strategy
# of Hypothetical Positions (Long): 32
# of Winning or Breakeven Positions: 25 (78%)
# of Stop Loss Positions: 7 (22%)
Net Gain: +16%
Click here for a complete list of every stock listed in the
AII Portfolio in 2007
ETF Daily Strategy
DIA:
+25%
QQQQ: +38%
SPY: +27%
OIH: +61%
Performance vs Major Averages
(1/1/07-12/31/07)
|
Amateur Investors (Long Term)
+22%
|
|
|
Amateur Investors (Short Term)
+16% |
|
|
ETF Daily Strategy (Average Return)
+35% |
|
|
Dow
+6.4%
|
|
|
Nasdaq
+9.8% |
|
|
S&P
500
+3.5% |
|
2006
Long Term Strategy
# of Hypothetical Positions (Long): 74
# of Winning or Breakeven Positions: 50 (68%)
# of Stop Loss Positions: 24 (33%)
Net Gain: +30%
Short Term Strategy
# of Hypothetical Positions (Long): 61
# of Winning or Breakeven Positions: 44 (72%)
# of Stop Loss Positions: 17 (28%)
Net Gain: +33%
Click here for a complete list of every stock listed in the
AII Portfolio in 2006
ETF Daily Strategy
DIA:
+40%
QQQQ: +49%
SPY: +52%
Performance vs Major Averages
(1/1/06-12/31/06)
|
Amateur Investors (Long Term)
+30%
|
|
|
Amateur Investors (Short Term)
+33% |
|
|
ETF Daily Strategy (Average Return) +47% |
|
|
Dow
+16.3%
|
|
|
Nasdaq
+9.5% |
|
|
S&P
500
+13.6% |
|
2005
Long Term Strategy
# of Hypothetical Positions (Long): 119
# of Winning or Breakeven Positions: 69 (58%)
# of Stop Loss Positions: 50 (38%)
Net Gain: 22.8%
# of Hypothetical Positions (Short):
26
# of Winning or Breakeven Positions: 22 (85%)
# of Stop Loss Positions: 3 (15%)
Net Gain: 8.4%
Short Term Strategy
# of Hypothetical Positions (Long): 100
# of Winning or Breakeven Positions: 84 (84%)
# of Stop Loss Positions: 16 (15%)
Net Gain: 63.9%
Click here for a complete list of every stock listed in the
AII Portfolio in 2005
Performance vs Major Averages
(1/1/05-12/31/05)
|
Amateur Investors (Long Term) +31.2%
|
|
|
Amateur Investors (Short Term) +63.9% |
|
|
Dow
-0.6%
|
|
|
Nasdaq
+1.4% |
|
|
S&P
500
+3.0% |
|
2004
# of Hypothetical Positions (Long): 144
# of Winning or Breakeven Positions: 93 (65%)
# of Stop Loss Positions: 51 (35%)
Net Gain: 43.8%
# of Hypothetical Positions (Short):
67
# of Winning or Breakeven Positions: 47 (70%)
# of Stop Loss Positions: 20 (30%)
Net Gain: 25.0%
Click here for a complete list of every stock listed in the
AII Portfolio in 2004
Performance vs Major Averages
(1/1/04-12/31/04)
|
Amateur Investors
+68.8%
|
|
| Dow
+3.1% |
|
| Nasdaq
+8.6% |
|
|
S&P 500
+9.0% |
|
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