For the most recently completed week, the Long-trading portfolio gained in value by more than 500 basis points, out ahead of the market's return of 4.6% over the same time period. The gains were had predominantly on the increased prices in the coal stocks along with a gain in the short 20+ year Treasury fund (ticker TBF). The following graph shows the Long-term Value Portfolio (blue line) versus the S&P 500 (green) and the NASDAQ (brown).
Year-to-date, the long-trading portfolio underperformed the market by 10 basis points, but still gained 2.7%. Since inception, the portfolio performance remains far above the markets and has gained 16.3% on an absolute basis or 14.6% relative to the price performance of the S&P 500.
Year-to-date, the long-trading portfolio underperformed the market by 10 basis points, but still gained 2.7%. Since inception, the portfolio performance remains far above the markets and has gained 16.3% on an absolute basis or 14.6% relative to the price performance of the S&P 500.
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