Just wanted to make a quick note that our first year of tracking this portfolio online is coming to a close at the end of this month. The performance has been just as good online as when StoneFox Capital tracked internally for the previous 1.5 years. With just a few days left, the Net Payout Yield Portfolio has outperformed the SP500 by roughly 6.5% points. It has solidly beaten this index in 2007, 2008, and so far in 2009.
| RETURNS | | Last Week | 3.99% | | Last Month | 8.29% | | Last 3 Months | 20.65% | | Last 6 Months | 21.11% | | Last 12 Months | N/A | | Last 2 Years | N/A | | Last 3 Years | N/A | | Last 5 Years | N/A | | Since Inception | -14.44% | | (Annualized) | -14.59% | |
|
| | S&P500 RETURNS | | Last Week | 3.29% | | Last Month | 7.02% | | Last 3 Months | 15.52% | | Last 6 Months | 13.86% | | Last 12 Months | N/A | | Last 2 Years | N/A | | Last 3 Years | N/A | | Last 5 Years | N/A | | Since Inception | -19.96% | | (Annualized) | -20.16% | |
| | | RETURNS VS S&P500 | | Last Week | 0.70% | | Last Month | 1.27% | | Last 3 Months | 5.13% | | Last 6 Months | 7.25% | | Last 12 Months | N/A | | Last 2 Years | N/A | | Last 3 Years | N/A | | Last 5 Years | N/A | | Since Inception | 5.52% | | (Annualized) | 5.57% | | |
Comments