Resources
Investment Strategies
This page shows the performance of investment strategies
I recommend in my books and The Kelly Letter.
Stock Market Investing
Value Averaging, Double The Dow, and Maximum Midcap, the permanent portfolios from The Neatest Little Guide
to Stock Market Investing, are proven winners. The financial crisis of 2008 set most of the market back dramatically, but these strategies
have a history of staging remarkable recoveries as they did following the dot com bust, and have already begun doing so again after the subprime mortgage collapse.
Please buy the book (at left) or subscribe to The Kelly Letter
to see how the portfolios work.
Growth of $10,000:
|
|
The Dow
(DIA)
Page 114
|
Value
Averaging
Page
110
|
Double
The Dow
Page
122
|
Maximum
Midcap
Page
126
|
|
1-08
2010
|
$12,611
 2.0% YTD
|
$15,119
3.2% YTD
|
$11,240
3.7% YTD
|
$16,247
7.1% YTD
|
|
End
2009
|
$12,368
19% in 2009
|
$14,656
47% in 2009
|
$10,835
37% in 2009
|
$15,173
66% in 2009
|
|
End
2008
|
$10,401
 34% in 2008
|
$10,000
|
$7,905
63% in 2008
|
$9,168
68% in 2008
|
|
End
2007
|
$15,752
6% in 2007
|
NA
|
$21,097
7% in 2007
|
$28,495
6% in 2007
|
|
End
2006
|
$14,805
17% in 2006
|
NA
|
$19,642
29% in 2006
|
$26,961
10% in 2006
|
|
End
2005
|
$12,710
1% in 2005
|
NA
|
$15,265
4% in 2005
|
$24,418
19% in 2005
|
|
End
2004
|
$12,776
3% in 2004
|
NA
|
$15,906
5% in 2004
|
$20,604
29% in 2004
|
|
End
2003
|
$12,427
24% in 2003
|
NA
|
$15,094
51% in 2003
|
$16,035
60% in 2003
|
|
End
2002
|
$10,000
|
NA
|
$10,000
|
$10,000
|
At the top of page 177, I conclude the ten-year IBM Value Line example
with this: "How about a real-life test? Decide now whether you would have held your
position or sold it. Then, check IBM's current price to see how you would have done.
To help with your calculations, write down that IBM was $93 and the S&P 500 was 839
on February 3, 2009. Since then, which performed
better?" Find out
here.
Investments From The Kelly Letter
These investments are from The Kelly Letter.
Articles from the letter are reprinted on the home page of
this site, however the names of investments are shown to subscribers
only. When I completely exit a position, I then reveal what it was
so that anybody can track my performance. For example, until it was
sold, Sun Microsystems was called just "Computer" with no ticker symbol.
To put this performance to work for you, please try the letter (at left).
To read my latest thoughts, please sign up for my free email
newsletter at the top or bottom of any page and visit the home page
frequently.
|
ACTION
|
OPENED
|
CLOSED
|
RESULT
|
|
Buy E-commerce
|
5/22/2006, $29.00
|
Open
|
|
|
Buy Online Media
|
3/17/2006, $30.00
|
Open
|
|
|
Buy Semicon Equip
|
3/8/2006, $18.00
|
Open
|
|
|
Buy Student Loans
|
2/10/2006, $36.75
|
Open
|
|
|
Buy Debt Collector
|
2/10/2006, $18.45
|
Open
|
|
|
Buy Computer Security
|
11/28/2005, $28.00
1/27/2006, $22.50
|
Open
|
|
|
Buy Semicon Maker
|
11/16/2005, $25.00
1/31/2006, $21.50
|
Open
|
|
|
Buy Computer Maker
|
11/9/2005, $29.00
|
Open
|
|
|
Buy Mitsubishi UFJ Bank (MTU)
|
11/3/2005, $13.90
|
3/8/2006, $14.60
|
5%
|
|
Buy CBOT Holdings (BOT)
|
10/21/2005, $108
|
10/31/2005, $109
|
1%
|
|
Buy UTStarcom (UTSI)
|
10/5/2005, $7.75
|
10/10/2005, $5.50
|
29%
|
|
Buy Decker's Outdoor (DECK)
|
10/5/2005, $23.00
10/28/2005, $17.00
|
12/22/2005, $28.00
|
40%
|
|
Buy Japan
|
10/4/2005, $47.20
|
Sold half of position
2/16/2006, $64.55
|
|
|
Buy Maxtor (MXO)
|
9/23/2005, $4.25
|
12/28/2005, $6.80
|
60%
|
|
Buy Electronics Retail
|
9/19/2005, $25.00
|
Open
|
|
|
Buy Brewing
|
9/16/2005, $45.00
|
Open
|
|
|
Buy PXRE Group (PXT)
|
9/14/2005, $19.00
|
9/22/2005, $16.91
|
11%
|
|
Buy Ariba ARBA
|
9/14/2005, $6.00
|
2/21/2006, $9.60
|
60%
|
|
Buy XLB June $30 puts (XLBRD)
|
4/5/2005, $1.10
|
4/14/2005, $1.40
|
27%
|
|
Buy Sun (SUNW)
|
2/17/2005, $4.20
|
3/9/2005, $4.41
|
5%
|
|
Buy ProFunds Ultra Semicon (SMPIX)
|
11/11/2004, $18.09
|
8/12/2005, $20.33
|
12%
|
|
Buy UTStarcom (UTSI)
|
11/8/2004, $16.59
|
2/11/2005, $15.10
|
9%
|
|
Buy Maxtor (MXO)
|
10/21/2004, $3.25
|
3/29/2005, $5.35
|
65%
|
|
Short Time Warner (TWX)
|
9/20/2004, $16.85
|
10/18/2004, $16.33
|
3%
|
|
Buy Sun (SUNW)
|
8/9/2004, $3.60
|
8/22/2004, $3.70
|
3%
|
|
Buy Sun (SUNW)
|
10/8/2003, $3.40
|
2/15/2004, $5.64
|
66%
|
|
Buy Media
|
3/11/2003, $15.00
|
Open
|
|
|
Buy Level Three (LVLT)
|
3/10/2003, $4.50
|
7/11/2003, $6.00
|
33%
|
|
Buy Pharmaceutical
|
2/25/2003, $28
9/23/2005, $25
|
Open
|
|
|
Buy Fleming (FLM)
|
2/25/2003, $1.85
|
3/18/2003, $1.40
|
24%
|
|
Buy Sun (SUNW)
|
11/12/2002, $2.90
|
7/11/2003, $5.00
|
72%
|
|
Buy Intel (INTC)
|
9/21/2002, $14.90
|
7/14/2003, $24.48
|
64%
|
|
Buy Software
|
8/2/2002, $22.50
|
Open
|
|
|
