Valueline Portfolios

N

neovo1

Is anybody tracking the performence of the Valueline-modelportfolios ( I-III) on a monthly basis ?

Valueline itself does not. Portfolio II should be okay for a conservative investor, if I see the performancereport from Valueline, but I need it on a monthly basis to figure out
max. drawdown, max consecutive loss a.s.o.


Who can help me ?

Thanks.
 
VL does not publish drawdown. You have to do it on your own. If you are a subscriber it is fairly simple to do it on a weekly basis. Just extract it from the on-line version and dump it into a spreadsheet.

Attached are the results for the past 5 years versus the Dow, the S&P500, the NASDAQ, and VL's Arithmetic Index. No taxes or commissions.


Jack
 

Attachments

Hello neovo1
I am fairly certain Mark Hulbert Financial Digest has tracked Value Line for quite some time but its been several years since I read any of Hulberts reports. Tracking many other newsletters was the prime thing Hulbert did for a long time.
Sorry I don't have a link. Try Google... agpilot
 
Quote from eagle488:

So it would have just been best to buy the S&P 500 ETF or place your cash into the Vanguard 500.
More...


I think you have to look at the time frames involved. The Vanguard 500 existed 5 years ago but if memory serves there were no ETFs. I haven't looked at ETFs vs. the index they track but they should underperform over the longer term due to the management fees. VL ignores commissions and taxes so there is probably some adjustment necessary for a true comparison.

Take a look at CSSGX, a fund set up to more or less follow the VL 1's. It has been running for just about a year. If you do look, ensure that you plot it against an index like the S&P for the entire year.

All this stuff is for investors of course, not traders.


Jack
 
Anyone have an opion of Zacks research and ranking system vs Valuline's??

Any other sites that are fundamentally oriented that one would reccomend??

TIA

Tao
 
Anyone have an opinion of Zacks research and ranking system vs Valuline's??

Any other sites that are fundamentally oriented that one would reccomend??

TIA

Tao
 
Is anyone familiar with any other companies who produce proprietary indicators the way ValueLine has Timeliness and Safety rankings?

I am familiar with GorillaTrades alerts Jim Cramer's alerts, and also the IBD 100 list.

But are there other popular ones?

Thanks,

Ed
 
You must log in or register to reply here.
Back
Top