ValueExpectations.com Rated As Top Performing Investment Website

Print ArticleEmail Article

The Applied Finance Group (AFG) has partnered with investment professionals since 1995, helping them make better investment decisions through our proprietary Economic Margin framework and valuation model. Our consistent performance speaks for itself:

AFG50 – This actively managed list of 50 stocks selected within the S&P 500 Index has outperformed its benchmark 5 out of 6 years with cumulative performance reaching over 1,500 bps, and with less than 20% turnover. The AFG 50 is designed to remain sector-neutral.

AFG Focus List – This monthly list of buy and sell recommendations has delivered about 20% spread between the long and short ideas on an annual basis, with the buys outperforming the market by more than 10% annually, and the sells underperforming the market by approximately 10% annually.

ValueExpectations.com – When we compare our recommendations channeled daily through our investment website against traditional benchmarks like the S&P 500 and Russell indexes, we outperform around 58% of the time with an average outperformance of around 15% for the average portfolio.

To stay updated on companies AFG believes are attractive investment opportunities register for ValueExpectations.com It's Fast and Free!

AFG’s superior recommendations were recently recognized by www.LikeAssets.com, a website that prides itself in more accurate benchmarking and tracking the picks of top investment publications as a top performing investment website. Of all investment sites tracked by www.LikeAssets.com that have at least 100 portfolios on record, ValueExpectations.com is rated as the top performer of 2009-2010, with an average outperformance of “LikeAssets.com” benchmarks by 15% over 105 portfolios.

Summary of Performance of ValueExpectations.com Picks:

• Nearly 3 times as many picks achieved positive returns than picks that achieved negative returns.

• 330 of the 453 VE picks from 2009-2010 achieved positive returns.

• When compared against LikeAssets.com benchmarks all VE’s 453 picks averaged +15% outperformance.

• Outliers? Even if you remove VE’s top 10 picks the LikeAssets.com score still shows +6% outperformance.

Below is the summary of the performance of top investment publications for 2009-2010 from www.LikeAssets.com:

Publisher and Author Results for 2009-2010 – Highlights, Surprises

As a LikeAssets user you can track the performance of your own investments and ideas, but you are also provided with a valuable service – the ability to track the most famous investing websites, magazines and blogs. Investing ideas from these sources always sound good when you read them, but which ones actually work over time? Are there any investment sites that consistently outperform the market?

When examining the picks from 2009-2010, there are some surprising results.

The top four performing publishers contain only one of the largest financial media sites – Barron’s. However, it is the picks from the print version that are beating the LikeAssets Benchmark by 13%, while those from Barron’s website are up only 4%. The other three top publishers are Stockerblog (24%), Ockham Research (20%) and Value Expectations (+15%).

Another interesting note is the performance of the most prolific authors that work for these publishers. In this case I looked at authors that have published over 100 articles with investment recommendations since January 2009. Efficient markets theory caused me to assume that the performance of many investment picks would closely track the market return.

However, there are three authors that are outperforming the market by more than 10%! With this knowledge, maybe investors could follow these investment pickers with more confidence.

These three are:

(1) Value Expectations blog with 105 portfolios and a score of +15%,

(2) Jack Hough from Smart Money with 153 portfolios and a score of +14,

(3) and Rich Duprey of Motley Fool with 118 portfolios and a score of +11%.

These performance numbers get my interest. I am now more inclined to follow these authors and will check out their new portfolios whenever they are added to LikeAssets.

Click Here to see this article on LikeAssets.com

Why investors need a better benchmark?

Click Here to learn more about AFG’s research and suite of investment tools that can help you in your stock selection process.

Click Here to sign up for a free trial to LikeAssets.com to view the top authors, publishers and portfolios that are available to the investment community.