KirkLindstrom.com - Articles - 2013 - Jim Cramer's "Action Alerts Plus" Charitable Trust Portfolio Performance - 2013
Kirk Lindstrom on Cover of Timer Digest Jim Cramer's Action Alerts Plus Performance
Jim Cramer's Action Alerts Plus Charitable Trust Performance
 Table of returns by year
Kirk
                Windsurfing at Coyote Point November 2009

Search this site for more recent updates

KirkLindstrom.com:   Favorite Charts & Graphs  - More Articles 
 

 
Click for FREE sample of Kirk Lindstrom's                          Investment Letter

Update 1/19/14:  The Final 2013 results are in.  See:

July 29, 2013: 
The July 2013 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.

Ask yourself, Why doesn't Jim Cramer report his results by year (
Table of returns) on an easy-to-find part of his web site like I publish here

2013 YTD:  On page 8, Hulbert shows "Jim Cramer's Actions Alerts PLUS" portfolio  gained 9.8% during the first half of this year.  That sounds good until you compare it to the Wilshire 5000 (Total Market) index which gained 14.0% with dividends reinvested.  You can buy the total market index with a low
exchange traded fund (ETF) from Vanguard like VTI.

Performance Since Inception:  On page 8, Hulbert also shows "Jim Cramer's Actions Alerts PLUS" portfolio has ONLY gained 12.4% per year since 12/31/08 while the Wilshire 5000 (Total Market) index gained 16.8% over the same period with dividends reinvested. 
  • This means over the last 4.5 years, Cramer's stock portfolio underperformed the simple Wilshire 5000 exchange traded fund (ETF) from Vanguard (VTI) by 4.4% per year!

Jim Cramer Charitable Trust Returns by Year plus APR
Portfolio Performance (note 1)
Year Jim Cramer's Action Alerts Plus
Kirk's Newsletter Aggressive Core Portfolio 
Kirk's Newsletter Explore Portfolio
More Data
2009 +28.5% +26.2%
+33.5%
2010 +14.2% +14.3%
+20.4%
2011
-9.5%
-0.9% -3.9%
2012
+15.9%
+13.6%
+7.1%
2013 - 1H
+9.8%
+10.2%
+9.1%
Total Years
4.5
4.5
4.5
Total Return
69.0% 78.9%
80.4%

Good
Better
BEST!
4.5-year
Annualized Return
12.4%
13.8%
14.0%
Subscribe Now!

Compare my simple, easy to follow strategy to all the buys and sells for Jim Cramer's portfolio before you decide which strategy you wish to follow! 


Kirk's Newsletter Aggressive Core Portfolio  is made up of 80% in equity index funds (or ETFs) from Vanguard plus about 20% in fixed income that can vary from cash to bonds, depending on my outlook for interest rate risk.  It is very simple and easy to follow with only one portfolio change made in the last year.

Kirk's Newsletter Explore Portfolio is made up of individual stocks, cash, bonds and ETFs.  The portfolio, like Warren Buffet's Berkshire Hathaway, usually has about 30% in cash (or very liquid fixed income) to take advantage of buying opportunities.  I make, on average, one trade a month.  I list buy and sell prices in my monthly newsletter for the portfolio so you can set "limit orders" ahead of time at your broker.


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

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.

Compare my simple, easy to follow strategy to all the buys and sells for one of Cramer's portfolios before you decide which strategy you wish to follow!
 
Don't miss out!
Subscribe Now!


Note 1.
  Data from the July 2013 and January 2013, 2012, 2011 and 2010 issues of Mark Hulbert's "Long Term Performance Ratings"



Click for FREE sample of Kirk Lindstrom's                          Investment Letter



TOP of Page
 



KirkLindstrom.com

Home of "CORE & Explore®" investing.

Blog
FREE=> Investment Letter SAMPLE  <== FREE

KirkLindstrom.com

Disclaimer:  The information contained in this web site is not intended to constitute financial advice, and is not a recommendation or solicitation to buy, sell or hold any security. This blog is strictly informational and educational and is not to be construed as any kind of financial advice, investment advice or legal advice. Copyright © 2013 Kirk Lindstrom. Note: "CORE & Explore®" was coined by and is a registered trademark of Charles Schwab & Co., Inc.