Article Portfolio Performance: An Unbiased View

For a long time I’ve been thinking about the matter of accountability. As an investment writer, I believe my work is only worthwhile when I add value to my readers and followers. The main problem is that the tools available for performance evaluation are clearly flawed. Tipranks, for instance, has been classifying some neutral articles as long ones or even missing some articles, among other inconsistencies. Even, actually, the best tool I’ve found is However, I started my stockviews account just 3 months ago, which means that my portfolio is not yet correctly synchronized with my articles. Therefore, I decided to write an article destined exclusively to sum up the performance of my long articles.

Table 1 – Article Performance by company since 1st long article was published vs the S&P500 (Reference date: 18-09-2014)

table 1

As you can see, my overall performance is 15.8% above the S&P500. The portfolio is being highly penalized by a bad timing on my 1st Peugeot article, but even so I think Peugeot will deliver and, in the long term, the portfolio will improve significantly. At the same time, this portfolio is really young. All of the stock picks have less than a year. If we add the fact that these companies are well regarded companies with strong brands, I think we have a huge potential in our portfolio. More than a value or growth portfolio, I think this is a quality portfolio. Let us now look at each stock:

Santander Bank SAN

Santander is the company that I have covered more extensively during the last few years. I have written about this stock way before starting writing for SA. My opinion is that Santander will consistently release value throughout the next few years. Therefore, I clearly rate it as a long term hold. You can read more:herehere and here.

Graph 1 – SAN stock performance since 1st long article vs the S&P 500


 Bank of America BAC

Bank of America is a clear bet on the American economy. This bank has a huge customer base and a very strong brand that is already revealing its strength through a visible improvement in profits. The fact that there still is some uncertainty about ongoing lawsuits regarding mortgage loans has been a major drag in the stock market performance. However, it is my view that the perception about these problems will fade away and the stock price will improve significantly. You can read more about BAChere.

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