KirkLindstrom.comArticles - 2014 - Jim Cramer's "Action Alerts Plus" Charitable Trust Portfolio Performance
Kirk Lindstrom on Cover of Timer Digest Jim Cramer's Action Alerts Plus Performance
Jim Cramer's Charitable Trust Performance 2002 through Jan 1, 2014
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January 18, 2014:  The January 2014 issue of Mark Hulbert's "Long Term Performance Ratings" (LTPR) shows the performance for over 500 newsletter portfolios.  Hulbert updates this report twice a year.  I show a snapshot of the most recent issue with Jim Cramer's Action Alerts Plus results for 2013 here.
 
Chart 1: Jim Cramer's Action Alerts Plus Charitable Trust Performance by Year 

Jim Cramer's Action Alerts Plus Performance & Returns

Notes:
  1. Timer Digest Features Kirk Lindstrom's Investment Letter on its Cover
  2.  I show how applying the reported return for each year of following Jim Cramer's Action Alert Plus portfolio would do if you compound the returns, much as if you used your own money. 
  3. There is a lot of trading in Cramer's portfolio so if your portfolio is not as large as his, then your drag to commissions could be much, much higher. 
  4. Jim Cramer says he gives the profits to charity so his actual compounding is less.   
  5. If you want to know exactly how this works, send an email to Cramer before you subscribe and ask for a complete accounting of returns by year back to 2002 BEFORE YOU SEND MONEY! 
  6. Finally, ask Jim Cramer why he doesn't report his results up front like I do for my returns.
Click for FREE sample of Kirk Lindstrom's                      Investment Letter

To verify my results:
  1. Timer Digest Features Kirk Lindstrom's Investment Letter on its Cover then
  2. read "Timer Digest Market Timer of the Year Awards" then
  3. You can privately contact some of my subscribers in my in my Facebook page then
  4. join my "Investing for the Long Term" group at Facebook to see what they have to say.


 
Chart 2:  Mark Hulbert's LTPR for Jim Cramer's "Action Alerts Plus" Charitable Trust Portfolio
(click for full size image)
(click for full size image)
Source of Jim Cramer's Return Data:
  • 2009 to 2013: "The Hulbert Financial Digest: Long Term Performance Ratings"
  • 2002 to 2009:  Various email exchanges and web pages that come and go.
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