Jim Cramer's Action Alerts Plus Performance Jim Cramer's Action Alerts Plus Charitable Trust Performance Table of returns by year |
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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.
Jim Cramer Charitable Trust Returns by Year plus APR
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! |
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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. ![]() 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! Note 1. Data from the July 2013 and January 2013, 2012, 2011 and 2010 issues of Mark Hulbert's "Long Term Performance Ratings" |
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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. |