Past Results

*You may hover over any year to see monthly breakdowns.

Regular Portfolio


1998 81.2% gain
1999
  • Jan: 10.5%
  • Feb: -1.5%
  • Mar: 5.1%
  • Apr: 5.2%
  • May: 0.0%
  • Jun: 10.7%
  • Jul: 7.5%
  • Aug: 11.3%
  • Sep: 8.9%
  • Oct: 7.6%
  • Nov: 5.2%
  • Dec: 7.9%
78.4% gain
2000
  • Jan: 12.7%
  • Feb: 8.7%
  • Mar: 9.8%
  • Apr: 1.4%
  • May: 16.3%
  • Jun: 24.0%
  • Jul: 20.0%
  • Aug: 5.0%
  • Sep: -8.7%
  • Oct: 21.0%
  • Nov: 8.3%
  • Dec: 14.2%
132.7% gain
2001
  • Jan: 14.4%
  • Feb: 3.0%
  • Mar: -35.4%
  • Apr: 3.8%
  • May: 13.6%
  • Jun: 12.0%
  • Jul: 10.3%
  • Aug: 9.4%
  • Sep: -6.9%
  • Oct: 21.6%
  • Nov: 11.6%
  • Dec: 6.0%
63.4% gain
2002
  • Jan: 14.3%
  • Feb: 5.6%
  • Mar: 10.8%
  • Apr: -7.9%
  • May: 12.0%
  • Jun: 10.3%
  • Jul: -7.8%
  • Aug: 12.8%
  • Sep: 12.4%
  • Oct: 10.3%
  • Nov: 14.0%
  • Dec: 11.8%
98.6% gain
2003
  • Jan: 11.4%
  • Feb: 10.1%
  • Mar: -3.6%
  • Apr: 9.9%
  • May: 14%
  • Jun: 9.9%
  • Jul: -3.6%
  • Aug: 11.1%
  • Sep: 1.4%
  • Oct: 0.7%
  • Nov: 9.6%
  • Dec: 15.4%
86.3% gain
2004
  • Jan: 19.7%
  • Feb: 3.10%
  • Mar: -5.7%
  • Apr: 8.8%
  • May: 0.8%
  • Jun: 6.3%
  • Jul: 10.7%
  • Aug: -2.3%
  • Sep: 11.9%
  • Oct: -8.3%
  • Nov: 11.1%
  • Dec: 10.3%
66.3% gain
2005
  • Jan: 0.0%
  • Feb: 1.4%
  • Mar: 0.0%
  • Apr: 10.3%
  • May: 0%
  • Jun: 16.1%
  • Jul: 10.0%
  • Aug: 18.3%
  • Sep: 0.5%
  • Oct: 1.1%
  • Nov: 11.9%
  • Dec: 20.0%
89.6% gain
2006
  • Jan: 15.0%
  • Feb: 3.7%
  • Mar: 0.3%
  • Apr: 10.0%
  • May: 1.4%
  • Jun: 2.5%
  • Jul: 13.1%
  • Aug: 1.7%
  • Sep: 10.3%
  • Oct: 2.5%
  • Nov: 20.4%
  • Dec: 8.9%
89.8% gain
2007
  • Jan: 14.5%
  • Feb: 5.2%
  • Mar: 12.1%
  • Apr: 3.4%
  • May: -0.1%
  • Jun: 9.3%
  • Jul: 2.0%
  • Aug: 0.4%
  • Sep: 5.4%
  • Oct: 6.6%
  • Nov: 0.6%
  • Dec: 14.2%
73.6% gain
2008
  • Jan: 2.2%
  • Feb: 20.9%
  • Mar: -9.5%
  • Apr: 11.0%
  • May: 15.0%
  • Jun: 6.0%
  • Jul: 3.8%
  • Aug: 5.8%
  • Sep: -4.8%
  • Oct: 7.0%
  • Nov: 6.5%
  • Dec: 18.5%
82.4% gain
2009
  • Jan: 3.4%
  • Feb: 4.7%
  • Mar: 2.3%
  • Apr: 8.3%
  • May: 0.4%
  • Jun: 5.1%
  • Jul: 2.7%
  • Aug: 7.6%
  • Sep: 0.1%
  • Oct: 1.5%
  • Nov: 6.6%
  • Dec: 7.4%
50.1% gain
2010
  • Jan: 0.8%
  • Feb: 7.0%
  • Mar: 6.7%
  • Apr: -2.1%
  • May: 9.6%
  • Jun: -3.9%
  • Jul: 9.9%
  • Aug: 15.7%
  • Sep: 1.6%
  • Oct: 0.0%
  • Nov: 10.0%
  • Dec: 10.6%
65.9% gain
2011
  • Jan: 3.1%
  • Feb: 6.0%
  • Mar: 2.5%
  • Apr: 8.6%
  • May: 0.1%
  • Jun: 1.9%
  • Jul: 4.8%
  • Aug: 3.9%
  • Sep: 0.0%
  • Oct: 6.6%
  • Nov: 9.7%
  • Dec: 4.3%
51.5% gain
2012
  • Jan: 7.7%
  • Feb: 4.8%
  • Mar: 1.6%
  • Apr: 2.5%
  • May: -0.4%
  • Jun: 0.6%
  • Jul: 2.0%
  • Aug: 3.5%
  • Sep: 5.0%
  • Oct: 4.4%
  • Nov: 4.2%
  • Dec: 5.2%
41.1% gain
2013
  • Jan: 0.0%
  • Feb: 0.0%
  • Mar: 4.0%
  • Apr: 6.7%
  • May: 10.5%
  • Jun: 18.0%
  • Jul: 2.1%
  • Aug: 4.7%
  • Sep: 3.0%
  • Oct: 9.0%
  • Nov: 8.0%
  • Dec: 3.4%
69.4% gain
2014
  • Jan: 2.2%
  • Feb: -1.0%
  • Mar: 3.3%
  • Apr: 10.1%
  • May: 9.0%
  • Jun: 10.0%
  • Jul: 12.0%
  • Aug: 8.8%
  • Sep: 6.8%
  • Oct: 8.0%
  • Nov: 0.0%
  • Dec: 0.3%
69.5% gain
2015
  • Jan: 3.2%
  • Feb: 9.6%
  • Mar: 3.3%
  • Apr: 0.0%
  • May: 7.9%
  • Jun: 0.0%
  • Jul: 3.5%
  • Aug: 5.0%
  • Sep: -2.5%
  • Oct: 5.7%
  • Nov: 15.0%
  • Dec: 2.2%
52.9% gain
2016
  • Jan: 2.4%
  • Feb: -2.0%
  • Mar: 10.0%
  • Apr: 1.3%
  • May: 6.0%
  • Jun: 0.0%
  • Jul: 5.0%
  • Aug: 0.0%
  • Sep: 0.0%
  • Oct: 4.3%
  • Nov: -0.4%
  • Dec: 0.0%
26.6% gain YTD
How is profit/loss calculated?

Stock Alerts


1998 88 of 112 profitable
1999 87 of 121 profitable
2000 83 of 117 profitable
2001 93 of 134 profitable
2002 114 of 120 profitable
2003 105 of 106 profitable
2004 93 of 96 profitable
2005 60 of 64 profitable
2006 50 of 53 profitable
2007 62 of 62 profitable
2008 60 of 67 profitable
2009 82 of 87 profitable
2010 66 of 66 profitable
2011 84 of 87 profitable
2012 67 of 68 profitable
2013 61 of 61 profitable
2014 59 of 67 profitable
2015 59 of 71 profitable
2016 51 of 56 profitable
Why No Percentage Return For Alerts?