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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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