22 Years ago, almost to the day (7/31/1996), I took $50K from my IRA account and created the 2 for 1 model portfolio. No money has been added or withdrawn from that Roth IRA since that date. Today the portfolio crossed the half-million dollar mark for the first time. That’s an 11%+ annualized return. The […]
The 2 for 1 portfolio is outperforming the broad market by a wide margin so far this year. I use the Vanguard 500 Index fund as a benchmark because of its great popularity as the core holding for so many main street investors. As of 6/30 it’s VG +2.1%, 2 for 1 +7.9%
Up 7.9% so far for 2018 Read More »
Mark Hulbert, the guy who knows more about investment newsletters than anyone on the planet, has written another complementary article about the 2 for 1 strategy.
Another Nice Article from Mark Hulbert Read More »
I came across this chart on LinkedIn and wondered if this could be accurate. The actual numbers are S&P 500 12/31/1999 – 1469.25 / S&P 500 12/31/2017 – 2673.61. This is a gain of 81.97%, or 3.38% annualized. Add in dividends and you’re up to 5.40% (see ^SP500TR at finance.yahoo.com) The 2 for 1 Index® has
A 3-month trial subscription to the 2 for 1 Newsletter is now available on Amazon.com. Go to https://www.amazon.com/dp/B0794FFB9N
2 for 1 Now on Amazon Read More »