At the urging of David Ikenberry, the econ professor who inspired the 2 for 1 Stock Split Newsletter, results for the 2 for 1 portfolio were compared with the results of 3950 U.S. stock mutual funds tracked by Morningstar for the ten years between 12/31/2002 through 12/31/2012. Of those 3950 funds, only nine had a […]
2 for 1 crushes 99.8% of Morningstar rated stock mutual funds Read More »
The end of 2012 posted a +14.1% return for the 2 for 1 model portfolio, a real IRA account in the editor’s name at E*Trade Securities. This was better than our 10.1% annualized return over the last 16 years, but only just about even with the overall market for the year. No complaints, but we
2012 Results Are In Read More »
December’s 2 for 1 is coming out on Friday afternoon. There were four splits announced in November. From those choices, this month’s recommendation will be added to the 2 for 1 portfolio when the market opens on Monday. The portfolio is hanging on to a slim lead over the market; up 15.1% year-to-date with the
December Issue Coming Out on Friday Read More »
The 2 for 1 portfolio beat the market in October even though both were in the red. 2 for 1 is now at +13.8% for the year to date and +17.2% for the trailing 12 months. That compares to +12.3% for the market, depending on which index you use, for both the YTD and the
October Results Are In Read More »