The Charts Below Show Our average performance for each rating category, year
by year. You can clearly see that on average, our Strong Buys, our Buys, and the
Editor's personal portfolio, have all easily beaten the TSX Market Index
For each year we use the same scale from minus 50% to plus 50% so that each
year can be easily compared to other years.
we beat the market for the 11th time in thirteen years
we beat the market for the 10th time in twelve years.
In 2010 we
about tied the market. (click for full details by individual
stock) Our 1 and only Strong Buy however did not perform. And the two stocks we
rated Sell actually rose substantially in price. Still, our Buys on average
about tied the market.
In 2009 we
again beat the market. (click for full details by individual
In 2008 we beat the market but it was an
ugly year. (click for full details by individual stock)
2007 (click for full
details by individual stock) was not a very good year for us, but it was not
too bad and we can't expect every year to be a good one.
2006 (click for full details by individual
stock) was a good year as we outperformed the TSX index for the
seventh straight year. Note that the Sells unexpectedly rose that year, but this
was based on only two stocks. We no longer feature many sell-rated stocks since
we pre-screen for buys rather than sells.
2005 (click for full details by
individual stock) was a very strong year for us, as we handily beat the TSX, which itself
had a good year
2004 (click for full details by individual
stock) was a Strong year for us
2003 (click for full details by individual
stock) was a Spectacular year for us, and the TSX itself did well also.
Note, our Strong Buys were literally "off the chart".
2002 (click for full details by individual
stock) was a tough year - we beat the TSX but our returns were low.
Here the sells went down by an amount that was "off the chart". In
2001 and 2002 we were very glad to avoid the big losses that most investors
In 2001 (click for full details by
individual stock) we had a good year, even as the TSX fell.
It was easy to find Sells in 2001.
2000 (click for full details by individual
stock) our first full calendar year, was a Strong year for us.
The following graph shows our compounded average annual gain since the start
of 2000. (updated for 2012) This was an excellent performance, particularly when you consider that
it includes the market-crash years of the early 2000's and of late 2008, early
Be sure to scroll down to the
below which vividly illustrate the remarkable consistency with which our
rated stocks have moved up in price.
The fact that you are viewing this material tells me that you are
someone who has an interest in taking charge of your investment
decisions and learning how to accumulate significant wealth. If so, I believe that our
stock rating service and educational articles can help you to accumulate
significant wealth. Possibly you can reach a point where your investments are
making more each year than the average person makes by working all year.
Our success comes from
our detailed analysis of financial data for each company and does not depend on
luck or on trying to
predict commodity prices.
The Graphs below show a very good consistency
winning stocks most years
There can be no guarantee that future returns
will be as good as the historical returns shown.
Click For Full Details By Year:
2003 2004 2005
2010 2011 2012
Have you ever noticed that most stock picking services do not display their
performance record clearly and that virtually none of them show you the track
record of the author's own personal investments?
Well, this Site is different. Our superior track record is honestly presented
We show you the good picks and (unlike most others) we show you our bad calls as
FUTURE RETURNS MAY NOT BE SIMILAR TO PAST RETURNS.
The overall performance record of the stock picks on this site has proven to be outstanding (even after accounting for any and all bad calls). This performance is attributable to the consistent use of a
rational, diligent, mathematical method that tends to identify bargain priced
This method is based on our close studies of the methods used by the world's greatest investors
including Warren Buffett and the late Benjamin Graham.
Past performance does not guarantee future performance, but if you believe
that it makes sense to go with a consistently winning track record, from an
honest and credible source, then consider
Subscribing to our Stock Research.
The Graphs below illustrate an exceptionally consistent ability to
predict winners and losers. (Though 2008 was an exception as was, to a lesser
extent 2002 but we did beat the market both of those years)
If you have any questions about the exceptional track record demonstrated
here, please do not hesitate to email us at
have extensive records to back up all of our performance figures.
If you agree that the Performance figures above are impressive and are from a
trustworthy source then, if you are
not already a subscriber to our stock ratings, why delay? Take action to benefit
from these stock ratings by subscribing now.
Here is the graph for 2012. It was an
excellent year for us. We batted 88% correct.
Here is the graph for 2011. Although we beat the market it was not a great
year and only 40% of our stock picks rose in price. Counting one Sell which did
fall in price we batted 43% correct overall.
Here is the graph for 2010 which was a good
year and 81% of our Buys rose in price. Counting the two Sells which rose in
price we batted 74% overall.
Here is the graph for 2009 which was a great
year and 82% of our stocks rose in price.
Here is the graph for 2008: (We were badly
hurt by the market crash in 2008, Only 8% of our Picks rose in price.)
Graph for 2007, (here we batted only 42%
correct, a weak year for us, although the higher-rated stocks generally
did well, it was lower rated buys that did badly)
Graph for 2006 (Here we batted 83% correct
on the Buys and 76% correct Overall)
Graph for 2005 (Here we batted 83% correct on the Buys and 71%
(Click the link to see the names of all the individual stocks)
Graph for 2004 (we batted 92% correct on the buys and 86% correct overall)
Graph for 2003 (we batted 86% correct on the buys and 82% correct overall)
Graph for "2002" (we batted 45% correct on the buys and 50% correct overall)
Graph for year "2001" (we batted 69% correct on the buys and 73%
Graph for "Year 2000" (we batted 75% correct on the buys and 71%
Past performance is no guarantee of
future performance nor is it necessarily in any way indicative of future
Measuring performance is somewhat difficult given that a stock originally
rated a Strong Buy may later change to a weak buy or even occasionally to a
We have attempted to show performance in the most honest and transparent
Year 2000 performance includes only all those stocks that had an active rating as of
January 1, 2000. Year 2000 performance shows the changes in price from the rating that was made closest to
but not later than January 1, 2000 through to the rating made closest to but prior
to December 31, 2000. (Stocks which were no longer covered were priced through
to December 31, 2000. It is fair to use the
stock price on the day it was rated rather than using the exact calendar year. So, year
2000 performance is not exactly calendar 2000 but it is reasonably close.
The same process was followed for 2001, the beginning price for 2001 is the
ending price used for 2000. Again, for 2002, the beginning price is the
ending price from 2001. Beginning in 2002 there are a few
U.S. currency stock picks. The performance figures generally exclude the impact of currency (U.S. dollar exchange
rate changes) except in the
editor's personal portfolio currency impact is embedded in the results.
For 2003 we reviewed all the Stock Picks at December 31, 2002 to insure that the
ratings were still valid and updated any that were not. This insured that for
2003, our analysis year coincides exactly with the calendar year, which was not
the case in previous years, as explained above. Similarly for 2004 and each year
Shawn Allen, CFA, CMA, MBA, P. Eng