Two Newsletter Portfolios Still Beating the Market

Two Newsletter Portfolios Still Beating the Market

Oct. 21, 2024

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As longtime Newsletter readers know, I don’t love buy-and-hold.

You’re saying I get 50% drawdowns, 8% returns, and the potential to not make money for over a decade? Where can I NOT sign up??

Now, if we’re using Dollar Cost Averaging, that’s a different discussion.

And if we’re getting paid nice money to buy-and-hold, that’s a totally different discussion.

Nonetheless, buy-and-hold is mostly garbage.

But if we’re committed to garbage, we might as well beat the market.

Back in March of this year (on the 11th and 15th), we talked about a couple of portfolios that historically beat the market by an impressive margin.

Have they held up?

Is it possibly true that stock pickers can win?

Let’s see.

The first portfolio we mentioned back in March was a simple concoction of tech ETFs and the financial ETFs.

Tech should always beat the market (right?) and financials will do better than the market when we aren’t in a major crisis. That was the thesis–and it was better than the market through March of 2024.

Here’s that small portfolio and each one’s price at the time of the Newsletter. For comparison, SPY is at the bottom of the list:

And here’s how it’s done since then:

It’s still beating the market, but not by much. More money is more money, though.

The other portfolio we talked about was a crazy one using leveraged ETFs.

How dare we?

Here’s that portfolio again:

It’s got leveraged tech and leveraged S&P 500…plus Big Macs. And it’s destroyed the market historically.

What about now?

It’s still killing SPY, almost doubling the S&P 500’s return in the past several months.

Will these portfolios continue to outperform?

Of course, we can’t know for sure.

But I’ll be watching.

Talk to you soon.

 

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Disclaimer:
It should not be assumed that the methods, techniques, or indicators presented in these products will be profitable or that they will not result in losses. Past results are not necessarily indicative of future results. Examples presented on these sites are for educational purposes only. These set-ups are not solicitations of any order to buy or sell. The authors, the publisher, and all affiliates assume no responsibility for your trading results. There is a high degree of risk in trading.

HYPOTHETICAL OR SIMULATED PERFORMANCE RESULTS HAVE CERTAIN INHERENT LIMITATIONS. UNLIKE AN ACTUAL PERFORMANCE RECORD, SIMULATED RESULTS DO NOT REPRESENT ACTUAL TRADING. ALSO, SINCE THE TRADES HAVE NOT ACTUALLY BEEN EXECUTED, THE RESULTS MAY HAVE UNDER- OR OVER-COMPENSATED FOR THE IMPACT, IF ANY, OF CERTAIN MARKET FACTORS, SUCH AS LACK OF LIQUIDITY. SIMULATED TRADING PROGRAMS IN GENERAL ARE ALSO SUBJECT TO THE FACT THAT THEY ARE DESIGNED WITH THE BENEFIT OF HINDSIGHT. NO REPRESENTATION IS BEING MADE THAT ANY ACCOUNT WILL OR IS LIKELY TO ACHIEVE PROFITS OR LOSSES SIMILAR TO THOSE SHOWN.