2 for 1 crushes 99.8% of Morningstar rated stock mutual funds

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 better showing than the 13.08% annualized return of the 2 for 1 portfolio. The average for all 3950 funds was 7.67%. Click here to see a list of the Morningstar rankings.

2012 Results Are In

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 look forward to beating the market again next year, as has been the norm since the newsletter was started in 1996.

December Issue Coming Out on Friday

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 Vanguard 500 Index Fund up 14.8% for the same period.

October Results Are In

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 trailing 12 months.