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Monday, July 29, 2013

Jim Cramer Charitable Trust Performance

Jim Cramer's "Action Alerts Plus" Charitable Trust Portfolio Performance

The July 2013 issue of Mark Hulbert's "Long Term Performance Ratings" shows the performance for over 500 newsletter portfolios. He updates this report twice a year. I show a snapshot of it here.

2013 YTD:  On page 8, Hulbert shows "Jim Cramer's Actions Alerts PLUS" portfolio  gained 9.8% during the first half of this year.  That sounds good until you compare it to the Wilshire 5000 (Total Market) index which gained 14.0% with dividends reinvested.  You can buy the total market index with a low exchange traded fund (ETF) from Vanguard like VTI.
Performance Since Inception:  On page 8, Hulbert also shows "Jim Cramer's Actions Alerts PLUS" portfolio has ONLY gained 12.4% per year since 12/31/08 while the Wilshire 5000 (Total Market) index gained 16.8% over the same period with dividends reinvested. 

  • This means over the last 4.5 years, Cramer's stock portfolio underperformed the simple Wilshire 5000 exchange traded fund (ETF) from Vanguard (VTI) by 4.4% per year!
Jim Cramer Charitable Trust Returns & APR
Portfolio Performance
Year Jim Cramer's Action Alerts Plus Kirk's Newsletter Aggressive Core Portfolio 
Kirk's Newsletter Explore Portfolio
More Data
2009 +28.5% +26.2% +33.5%
2010 +14.2% +14.3% +20.4%
2011
-9.5% -0.9% -3.9%
2012
+15.9% +13.6% +7.1%
2013 - 1H
+9.8% +10.2% +9.1%
Total Years 4.5 4.5 4.5
Total Return
69.0% 78.9% 80.4%

Good
Better
BEST!
4.5-year
Annualized Return
12.4% 13.8% 14.0%
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Compare my simple, easy to follow strategy to all the buys and sells for Jim Cramer's portfolio before you decide which strategy you wish to follow! 

Kirk's Newsletter Aggressive Core Portfolio  is made up of 80% in equity index funds (or ETFs) from Vanguard plus about 20% in fixed income that can vary from cash to bonds, depending on my outlook for interest rate risk.  It is very simple and easy to follow with only one portfolio change made in the last year.
Kirk's Newsletter Explore Portfolio is made up of individual stocks, cash, bonds and ETFs.  The portfolio, like Warren Buffet's Berkshire Hathaway, usually has about 30% in cash (or very liquid fixed income) to take advantage of buying opportunities.  I make, on average, one trade a month.  I list buy and sell prices in my monthly newsletter for the portfolio so you can set "limit orders" ahead of time at your broker.


Compare my simple, easy to follow strategy to all the buys and sells for one of Cramer's portfolios before you decide which strategy you wish to follow! 

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Kirk Lindstrom's Investment Letter Performance

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