Scorecard
The scorecard below is based on the Three-Year Study and is current as of the end of October 2008. Recommendations are published and verifiable through Forbes.com. In order to ensure statistical relevance for the since inception data, a Monte Carlo simulation was run on over 25,000 model portfolios with results as listed.
- Sharpe ratios above 1 are considered desirable, and above 3, exceptional.
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 ETFs involves risk, including the risk of financial loss. Our service is intended for experienced investors.