We are done processing more than 700 13F filings and just emailed the list of our new stock picks to our premium members. Premium members can also download our new quarterly update from their “My Subscriptions” page.
Our flagship small-cap strategy outperformed its benchmarks during the last 3 months. Our picks returned 12.1% since November 15th, vs. a gain of 7.7% for the S&P 500 ETF (SPY) and a gain of 7.6% for the Russell 2000 ETF (IWM).
The second strategy we share in our quarterly newsletter is the best performing hedge funds’ picks. This strategy invests equal dollar amounts in each of the 30 small and smid-cap stocks (between $1 billion and $10 billion in market cap) among the 100 best performing hedge funds in the previous quarter. Since its inception 33 months ago, this strategy outperformed the SPY by 18.4 percentage points. Last quarter’s stock picks returned 9% vs. a 6.6% gain for the SPY.
The third strategy we share in our quarterly newsletter is the billionaire hedge fund dividend strategy. This strategy uses equal weights following each quarterly update (invest equal dollar amounts in each of our stock picks). We also assume that dividends will be reinvested. The investment horizon of this strategy is 3-5 years and we believe it will outperform the 10-year Treasury bonds during this period. We use iShares 7-10 Year Treasury Bond ETF (IEF) as our benchmark.
The dividend strategy’s picks from the previous quarter returned 3.5% vs. a loss of 1.3% for the IEF. Our strategy has also returned 8.8% since its inception in November 2015, vs. a gain of 1% for the IEF during the same period.
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