Best10 Portfolio Management System

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The Best10 system has since 1999 provided a high average annual return of about 30%. Best10 selects the 10 highest ranked stocks from the S&P 500 pool of companies according to a ranking system. Stocks are sold from the portfolio once their rank falls below 97 and are replaced by the highest ranked S&P 500 stocks at that time.

For a full description of the system and hypothetical simulated performance from Jan-2-1999 see iM-Best10: A Portfolio Management System for High Returns. We used the platform of Portfolio Simulations to develop this model.

All transactions, for the Best10 model, from January 1999 to May 2013 can be downloaded here.

The Best10+ system is an improvement of the Best10 system. By removing poor performing stocks from the S&P 500 pool and adding high performing stocks resulted in a pool of 429 stocks and applying the trading system the performance can be improved to provide an even higher average annual return of about 50%.  This is described in Best10+: A Portfolio Management System for Very High Returns

 


Weekly Update

The inception date for the weekly reported performance of this model is January 2, 2009 with an initial investment of $100,000.00

 

Please Register and/or log in to read the weekly Best10 updates.

 

Disclaimer: The opinions in this document are for informational and educational purposes only and should not be construed as a recommendation to buy or sell the stocks mentioned. Past performance of the companies may not continue and the companies’ stock values may decline. The information in this document is believed to be accurate, but under no circumstances should a person act upon the information contained within. We do not recommend that anyone act upon any investment information without first consulting an investment advisor as to the suitability of such investments for his specific situation. Also see our Terms of Use/Disclaimer.

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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 ...
By the mere act of reading this page and navigating this site you acknowledge, agree to, and abide by the Terms of Use / Disclaimer