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FAQ: How Is Your Best Ideas Portfolio Doing This Year?

publication date: Dec 5, 2012
author/source: Valuentum Editorial Staff

At Valuentum, we task ourselves with a tall order. While most investment newsletters compare themselves to a market benchmark, we go one step further. We want to deliver positive returns to you, our subscriber, year after year, in addition to outperforming the market benchmark. Below, we outline a table that shows the outperformance we provided to our members since the time they joined

So, for example, if you joined as a member on April 13, 2012 our Best Ideas portfolio has offered 3.8 percentage points of outperformance. Or, if you joined on July 13, 2011, our Best Ideas portfolio has offered 22 percentage points of outperformance.

Importantly, did you know that, according to Advisor One, only 13% of hedge funds are beating the S&P 500 this year, and roughly 20% have lost money during 2012. Through mid-November, we're well into the black, and our Best Ideas portfolio has generated roughly 10 percentage points of outperformance!

We're doing great, and we know you're following our every move! Thank you for your continued membership.

Month Outperformance
Jul-11 22.0%
Aug-11 16.7%
Sep-11 7.9%
Oct-11 7.5%
Nov-11 12.4%
Dec-11 10.7%
Jan-12 9.9%
Feb-12 4.4%
Mar-12 5.0%
Apr-12 3.8%
May-12 4.5%
Jun-12 2.5%
Jul-12 1.0%
Aug-12 0.3%
Sep-12 1.4%
Oct-12 1.6%

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The High Yield Dividend Newsletter, Best Ideas Newsletter, Dividend Growth Newsletter, Nelson Exclusive publication, and any reports and content found on this website are for information purposes only and should not be considered a solicitation to buy or sell any security. Valuentum is not responsible for any errors or omissions or for results obtained from the use of its newsletters, reports, commentary, or publications and accepts no liability for how readers may choose to utilize the content. Valuentum is not a money manager, is not a registered investment advisor, and does not offer brokerage or investment banking services. The sources of the data used on this website and reports are believed by Valuentum to be reliable, but the data’s accuracy, completeness or interpretation cannot be guaranteed. Valuentum, its employees, independent contractors and affiliates may have long, short or derivative positions in the securities mentioned on this website. The High Yield Dividend Newsletter portfolio, Best Ideas Newsletter portfolio and Dividend Growth Newsletter portfolio are not real money portfolios. Performance, including that in the Nelson Exclusive publication, is hypothetical and does not represent actual trading. Actual results may differ from simulated information, results, or performance being presented. For more information about Valuentum and the products and services it offers, please contact us at