Jim Cramer's Action Alerts Plus Performance Jim Cramer's Charitable Trust Performance from 2002 through Jan 1, 2016 |
Kirk Windsurfing on the San Francisco Bay |
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March 13, 2016:
The January 2016 issue of Mark Hulbert's Financial Digest (HFD) "Long
Term Performance Ratings" (LTPR) tabulates the performance for over 500
newsletter portfolios. Hulbert
updates this report twice a year. For 2015,
Hulbert says Cramer's Action Alerts Plus" portfolio had a total return
of NEGATIVE 1.5% with a compound annual return over the past five years of 5.3%. Below in Chart 1, I show Cramer's portfolio returns by year
since inception.
Chart 2 below, I show excerpts from the recent HFD issue with Jim Cramer's Action Alerts Plus returns compared to benchmarks. Following Cramer's complex buying and selling seems like a lot of noise and trouble to under perform simple indexes since inception. Chart 3 checks Hulbert's math for Cramer's 5-year return. |
Chart 1: Jim Cramer's Action Alerts Plus Charitable Trust Performance by Year For comparison, I also show the performance of my very easy to follow newsletter portfolios over the same periods. My Core portfolios are mostly index funds at Vanguard with Fidelity and ETF alternatives.
In the table below, 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. Notes:
To verify my results, read these articles:
Chart 2: Mark Hulbert's LTPR for Jim Cramer's "Action Alerts Plus" Charitable Trust Portfolio
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