Sunday, June 3, 2007

One-year performance -- not too shabby





It's now been a year since I started investing using the Magic Formula method, and the results are pretty encouraging (1-year performance on top, with 6- and 3-month below).

Bear in mind this does not include the fees I pay for using FolioFN, but those are quite reasonable ($200/yr for 200 free "window trades" per month), and don't have a significant impact on my results.

More about how these results are calculated from the FolioFN site.

Looking at other time periods (6-month and 3-month are the bottom two), what I see is performance that tracks the overall market, with a gradual increase in overall value fitting with the LBTBTM contention that these stocks are undervalued, and that the market will realize that and increase their price over time.

1 Comments:

At June 5, 2007 2:00 PM , Blogger Keith Fahlgren said...

So, how do I invest in AVS Mutual Funds?

 

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