Performance Update For Q4 2018

In all, the performance tracking continues to validate the core message here: that the best way to win in the stock market is to stick to growing companies with reliable revenues and strong competitive advantages and hold them for long periods of time. That's it.

Here are the full performance metrics from last quarter. You can see the full cumulative performance on the tracking portfolios page.

Spells Tracking Performance

Spell Q4 Change Q4 vs S&P Cumulative Cumu. vs S&P

Magic Recipe -14.19% -7.59% 30.06% -8.55%

Deep Value -15.68% -9.08% 13.52% -25.09%

Quality Growth -23.91% -17.31% 86.78% 48.17%

Green Team -12.41% -5.81% 37.05% 25.47%

Ratings Average Per Stock

Rating Q4 Change Q4 vs. S&P Cumulative Cumu. vs S&P

Red -10.96% -4.68% 1.57% -9.63%
Yellow -17.83% -11.56% 32.77% 21.90%
Green -15.28% -9.71% 41.39% 28.62%

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Disclosure: Steve owns no stocks referenced here.

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Kurt Benson 1 year ago Member's comment

Good stuff. Have anything more current?