Value

Our Value Strategy seeks to achieve exceptional returns by investing in stocks with highly attractive valuations that are exhibiting earnings acceleration.

This strategy produces up to 3 companies and we recommend re-balancing the strategy once per week, every Monday* morning, for optimal performance. When you re-balance, you will simply buy any new recommendations that appear on our list and sell any recommendations that no longer appear on our list. Accordingly, you should only maintain ownership of the stocks listed each week under our "Current Holdings".

Our website is fully updated by 7am US-EST every Monday* morning. Our 'Weekly Alert' email (delivered every Monday* morning by 8am US-EST) will reiterate the current holdings and detail any suggested portfolio changes from the previous week.

We recommend placing all trades as market orders (within the first 30 minutes of trading). We realize this can be a challenge for some Members based upon their personal schedules as well as their geographic location. Currently, more than 30% of our Members reside outside the United States. If trading within the first 30 minutes is not possible for you, then we simply suggest you place your trades as close to Monday's* opening as possible.

We currently do not recommend using a trailing stop loss when implementing this strategy. This recommendation is based upon our own in-house testing and is simply intended to provide you with helpful guidance on how best to achieve optimal returns when executing this strategy. This guidance can change at any given time and this page will be updated accordingly when any change is suggested. It is important to note that not all Members implement this guidance and when doing so, their individual results can vary quite widely.

If any trailing stop was triggered during any given week, you will see an asterisk (*) next to the respective Symbol within the transaction history. The "Portfolio %" column is simply the blended average performance of all the stocks within that given weekly period.


*In cases where Monday is a Holiday and markets are closed, re-balancing should be conducted on Tuesday morning. Accordingly, our website will be fully updated by 7am US-EST that morning and our 'Weekly Alert' email will also be delivered by 8am US-EST that morning.

THE ALGORITHM

In this algorithm, we employ the following criteria using specific values for each item:

Current Holdings

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Performance Statistics

Learn how we calculate our performance statistics Find out more

2024 YTD

12-29-2023 through 05-17-2024
Strategy S&P 500 Index
Annualized Return 104.5% 34.4%
Compounded Return 28.1% 12.0%
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2023

12-30-2022 through 12-29-2023
Strategy S&P 500 Index
Annualized Return 109.8% 27.4%
Compounded Return 106.1% 26.2%
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2022

12-31-2021 through 12-30-2022
Strategy S&P 500 Index
Annualized Return 54.9% -16.0%
Compounded Return 50.6% -18.2%
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2021

12-25-2020 through 12-31-2021
Strategy S&P 500 Index
Annualized Return 158.3% 30.8%
Compounded Return 141.8% 30.8%
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2020

12-27-2019 through 12-25-2020
Strategy S&P 500 Index
Annualized Return 199.9% 22.4%
Compounded Return 134.9% 16.8%
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2019

12-28-2018 through 12-27-2019
Strategy S&P 500 Index
Annualized Return 60.4% 33.7%
Compounded Return 57.7% 32.6%
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2018

12-29-2017 through 12-28-2018
Strategy S&P 500 Index
Annualized Return 10.9% -3.7%
Compounded Return 6.8% -5.0%
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2017

12-30-2016 through 12-29-2017
Strategy S&P 500 Index
Annualized Return 32.1% 22.0%
Compounded Return 27.0% 21.9%
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2016

01-01-2016 through 12-30-2016
Strategy S&P 500 Index
Annualized Return 146.6% 12.8%
Compounded Return 129.4% 12.0%
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2015

01-02-2015 through 01-01-2016
Strategy S&P 500 Index
Annualized Return 19.4% 2.3%
Compounded Return 16.0% 1.3%
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2014

01-03-2014 through 01-02-2015
Strategy S&P 500 Index
Annualized Return 36.9% 15.4%
Compounded Return 33.8% 14.5%
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2013

12-28-2012 through 01-03-2014
Strategy S&P 500 Index
Annualized Return 101.1% 33.3%
Compounded Return 96.8% 33.1%
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2012

12-30-2011 through 12-28-2012
Strategy S&P 500 Index
Annualized Return 90.9% 14.7%
Compounded Return 84.5% 13.8%
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