KirkLindstrom.com - Articles - 2012 - Jim Cramer's "Action Alerts Plus" Charitable Trust Portfolio Performance for 2011
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Jim Cramer's Action Alerts Plus 2011 Performance
Jim Cramer's 2011 Charitable Trust Performance
Kirk
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January 19. 2012:  The January 2012 issue of Mark Hulbert's "Long Term Performance Ratings" shows the performance for over 500 newsletter portfolios.  He updates this report twice a year.  I show a snapshot of it here.

On page 16, Hulbert shows "Jim Cramer's Actions Alerts PLUS" portfolio lost 9.5% last year (2011.)  The Standard and Poor's 500 with dividends reinvested gained 2.1% while the Wilshire 5000 (Total Market) index gained 1.0% with dividends reinvested.

On the same page, Hulbert
"Jim Cramer's Actions Alerts PLUS" portfolio has ONLY gained 9.9% per year since 12/31/08 while the Wilshire 5000 (Total Market) index gained 14.9% over the same period with dividends reinvested.  This means over the last 3 years, Cramer's stock portfolio underperformed the simple Wilshire 5000 exchange traded fund (ETF) from Vanguard (VTI) by 5% per year!

With performance like this, it is no wonder Jim Cramer makes a lot of noise on TV but doesn't show his returns by year anywhere on his many websites that I can find.  If you can find it listed, then let me know and I'll post a retraction.
Portfolio Performance (note 1)
Year Jim Cramer's Action Alerts Plus
Wilshire
 5000
Index
Kirk's Explore
More Data
2011
-9.5%
+1.0% -3.9%
2010
+14.2% +17.2% +20.4%
2009
+28.5% +28.3% +33.5%
Total Return
32.8% 51.9% 54.5%
3- Yr
Annualized Return
9.9%
14.9%
15.6%

===>>>
As of 1/19/12, Kirk's Explore portfolio is up 7.0% YTD!  Subscribe Now!



Note 1.
  The January 2012, 2011 and 2010 issues of Mark Hulbert's "Long Term Performance Ratings"



Jim Cramer's Action Alert's Plus Charitable Trust
                  Performance





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