Portfolio Performance

graphPortfolio tracking is temporarily suspended as of NFTRH 285 (4.6.14) due to our need to trade this market and keep heavy cash levels, as opposed to hold positions. We hope to resume portfolio tracking when markets pivot and trends are established putting an intermediate or long-term trading regimen back in favor.  Actionable analysis continues to be provided by which subscribers can effectively trade personal accounts.

Note (10.5.16):  The long-term trend in the stock market has remained intact.  That trend is up.  I see no reason to implement a model portfolio on a mature bull market in broad stocks.  We may add a new model portfolio for a coming inflationary phase however, as the current view for such a cycle develops.  But with NFTRH now averaging 40+ page of analysis, that remains the overwhelming priority.

Performance from original NFTRH baseline (9.28.08) as of 4.6.14: +152%

Using the disciplined analysis presented each week in NFTRH, we out performed the S&P 500 and the HUI Gold Bugs Index benchmarks as follows.

Snapshot: September 28, 2008 (NFTRH Launch) to July 28, 2013 total return:

  • NFTRH Speculation Portfolio +149% (32.5% Average Annual Return)
  • S&P 500 +39.5%
  • HUI Gold Bugs Index -22%