14-Year Audited Track Record of Beating the Stock Market
In early 2002, Marketocracy.com invited me to manage an investment fund to build an audited investment track record and to eventually manage actual funds. It's very expensive to build an audited track record, so I jumped at the chance.
In the early years, the trades were simulated (in later years, actual funds were invested; currently, anyone can invest money into my funds). I mostly employed my spin-off strategy, but had to also invest in some non-spin-off stocks in order to meet the strict diversification requirements of a mutual fund. During the simulation years, some of the spin-off stocks that I wanted to invest in were not yet available in the simulation due to their ticker symbols being brand new. So my fund did miss out on some very successful spin-off stocks that I had recommended for my Primary Stock Portfolio, which you long-term subscribers will remember.
During the first 12 years of running the fund, my spin-off strategy was very successful and beat the S&P 500 handily. In 2014 and 2015, Wall Street finally caught on to my spin-off strategy and the strategy stopped outperforming. In 2016, I stopped employing the spin-off strategy for the investment fund, instead opting for more conservative strategies recommended on my site, BeatTheStockMarket.com. Without the now-too-popular spin-off strategy, my investment fund is once again beating the S&P 500.
To view the audited track record and/or to invest in the investment funds I manage, you can follow this link.
-Rex M. Jacobsen
Sr. Editor
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