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Q & A


What's the minimum amount of money I need to start investing. And should I get an adviser or invest on my own?



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Tools & Resources

Forecasts Lists Performance

Year
Focus
List
(%)
Buy
List
(%)
LT Buy
List
(%)
S&P
500
Index
(%)
         
Since 2003 †
264.7
303.5
218.8
201.3
         
2018 †
(9.0)
(11.9)
(12.8)
(0.9)
2017
28.6
26.1
24.6
19.4
2016
(2.2)
(1.8)
0.7
9.5
2015
(2.7)
(1.6)
(1.4)
(0.7)
2014
22.1
20.2
18.7
11.4
         
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

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.

† Through December 13.

 

Fund Performance

-- Growth --
Conservative
Port-
folio
(%)
Bench-
mark
(%)
Port-
folio
(%)
Bench-
mark
(%)
2018†
(1.5)
0.6
(0.9)
0.2
2017
20.5
20.1
18.6
17.9
2016
9.5
10.8
8.8
8.2
2015
(0.3)
0.3
(0.4)
0.6
2014
6.6
7.1
6.5
5.9
2013
29.4
28.1
25.9
19.7
2012
15.3
16.2
14.1
13.3
2011
(3.0)
(2.1)
(0.8)
(0.2)
2010
18.2
13.6
16.0
11.3
2009
32.8
27.5
25.3
22.0
2008
(39.9)
(35.8)
(30.9)
(25.6)
2007
11.3
7.6
9.9
7.8
2006
14.9
17.3
12.4
14.5
2005
11.5
7.6
8.8
6.6
2004
16.7
13.6
13.7
11.5
2003
39.4
31.0
30.6
24.4

Note: Returns reflect target weightings and total returns for individual funds.

† Through December 3.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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