To ensure totally unbiased results reporting, The Turnaround Letter relies primarily on Hulbert Financial Digest to report on our performance results.
What is Hulbert Financial Digest? It is Mark Hulbert's online, interactive tool for researching and rating the performance of over 200 investment newsletters and advisors. Established in 1988, it is a completely independent, impartial, and authoritative rating service that arms subscribers with the facts about stock and mutual fund investment newsletter performance ... "the bible on who gives the best investment newsletter advice." These tables reflect figures through March 2013.
The Hulbert Financial Digest compares The Turnaround Letter investment results against the Wilshire 5000.
|
% Gain/Loss |
1 Year |
3 Years |
5 Years |
10 Years |
15 Years |
|
The Turnaround Letter |
23.00% |
13.91% |
8.98% |
14.05% |
9.77% |
|
Wilshire 5000 |
14.15% |
12.82% |
6.27% |
9.32% |
4.72% |
The Turnaround Letter ranking compared to the over 200 investment newsletters tracked by The Hulbert Financial Digest
|
Period |
Ranking |
Annualized Return |
|
20 years |
4th |
10.9% |
|
15 Years |
3rd |
9.8% |
|
10 Years |
12th |
14.1% |
| 5 Years | 16th | 9.0% |
|
3 Years |
21st |
13.9% |
| 1 Year | 8th | 23.0% |
Year by year look at The Turnaround Letter returns compared to the Wilshire 5000
|
Year |
The Turnaround Letter Returns |
Wilshire 5000 Returns |
|
1999 |
34.21% |
23.56% |
|
2000 |
-6.96% |
-10.89% |
|
2001 |
15.58% |
-10.97% |
|
2002 |
3.54% |
-20.86% |
|
2003 |
59.44% |
31.64% |
|
2004 |
28.58% |
12.48% |
|
2005 |
9.39% |
6.38% |
|
2006 |
26.25% |
15.77% |
|
2007 |
-2.21% |
5.62% |
|
2008 |
-55.38% |
-37.23% |
|
2009 |
75.62% |
28.33% |
|
2010 |
30.41% |
17.16% |
|
2011 |
-10.32% |
.98% |
| 2012 | 27.48% | 16.06% |
Turnaround Letter returns compared to the S&P 500
| % Gain/Loss | 1 Year | 3 Years | 5 Years | 10 Years | 15 Years | 20 Years |
| The Turnaround Letter | 23.00% | 13.91% | 8.98% | 14.05% | 10.00% | 11.30% |
| S & P 500 | 11.82% | 11.42% | 3.52% | 6.09% | 2.46% | 6.38% |
I don’t normally comment on individual stocks in this particular blog, but the MGIC situation represents a basic investment principle that is worthy of discussion here.
Read More.Price-to-Earnings ratios are probably the most widely used tool for comparing the relative values of different stocks.
Read More.This question comes up frequently when the market takes a dip.
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