Developed by Peter Way, our approach and data has been used successfully by large corporations for over 25 years.
Applied to ETF's since their inception, we have been making recommendations and tracking results through Forbes.com since 2005.
- 3-year Monte Carlo simulation (through October 2008) shows an average 23% annualized return with 12% standard deviation and 3.0 Sharpe ratio.
- Trailing twelve-month's scorecard (see Homepage) remains compelling and uncorrelated to the market.
- Returns will vary based on the selection criteria each individual subscriber uses to make decisions.
The current financial crisis has further proven the integrity of our data and approach, as our results remain positive and uncorrelated to the broad market indices.
- The market making community has maintained predictive accuracy even during this the most devastating financial dislocation in several decades.
- Inverse ETFs can add to your overall returns in a falling market or hedge long biased strategies; our recommendations can provide opportunities for both.
Past results are not indicative of future returns. The results above are based on recommendations published twice monthly through Forbes.com. Investing in stocks and ETF's involves risk, including the risk of financial loss.