Gr8 OUTPERFORMANCE versus S&P 500 (broad US-Stock Market)
BACKTEST Jan. 1995 - Sep. 2018
No negative year in 24 years (timespan: 1995 - Sep. 2018)!
The low-Volatility portfolio (BUY&HOLD) started with 9 stocks and a Cash-ratio of ca. 24% (red line-Portfolio). The USD 10,000 were...
...therefore split in USD 7,600 among 9 USD-denominated stocks and USD 2,400 CASH. Eventually this investment-sum managed a FACTOR 30 (reaching > USD 299,009) by the end of September 2018. A dedicated stocks-portfolio (USD 10,000 fully invested in stocks as per Jan. 1995, BLUE LINE) would have reached a final balance of USD 719k by the end of Sep. 2018 (a factor of nearly 72) !
Investing is easy, but not simple
(Quote by W. Buffet)