Forecasts Lists Outperform

Year
Focus
List
(%)
Buy
List
(%)
LT Buy
List
(%)
S&P
500
Index
(%)
2014†
22.9
20.5
18.9
8.0
2013
36.0
42.8
42.7
29.6
2012
14.2
16.0
15.8
13.4
2011
(4.8)
(9.1)
(4.2)
0.0
2010
19.5
12.7
10.3
12.8
2009
40.0
37.6
30.6
23.5
2008
(48.8)
(46.3)
(36.5)
(38.5)
2007
22.8
19.2
10.8
3.5
2006
12.9
16.9
9.7
13.6
2005
8.1
13.2
4.1
3.0
2004
17.5
22.4
9.0
9.0
2003
20.2
29.2
24.6
26.4
Performance
† Through August 28. Notes: Returns are fully invested and exclude dividends and transaction costs. Buy List and Long-Term Buy List returns reflect target weightings for individual stocks.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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