Monthly Archives: February 2013

Improving on Buy and Hold: Updated Model Description

The IBH stock market model was updated several times since its original publication in August 2010. Some of the updates were published in Advisor Perspective, and others were published in the weekly newsletter. The IBH model incorporating the latest updates produced a compound average annual return of over 13% from 1966 to 2013 (excluding dividends).

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With reference to Section 202(a)(11)(D) of the Investment Advisers Act: We are Engineers and not Investment Advisers, read more ...
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