Model Portfolio Annualized Returns

Rolling Three-Year Returns Show Consistent Outperformance in Real-Time

The AlphaProfit model portfolios have consistently outperformed the Dow Jones Wilshire 5000 benchmark in real-time.

Real-Time Annualized Gains for Rolling Three Year Periods

Since the start of the Newsletter on September 30, 2003, there are 22 three-year time periods with the first one ending on September 30, 2006 and the last one ending on June 30, 2008. The Focus and Core model portfolios have both outperformed the Dow Jones Wilshire 5000 benchmark in all 22 periods. This translates to a success ratio of 100% for both model portfolios.

The Focus model portfolio has on average gained at an annual rate of 19.1% during these 22 three-year periods. Likewise, the Core model portfolio has gained at an annual rate of 14.8%. In comparison, the DJW 5000 has gained at an annual rate of 10.9%.

In other words, the Focus model portfolio on average has outperformed the DJW 5000 by 8.2% per year while the Core model portfolio on average has outperformed by 3.9% per year.

Subscribers tracking the model portfolios for three years have consistently earned returns exceeding the DJW 5000's advance, regardless of the starting point.

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