| Portfolios
chosen with Conscious Investor strongly outperform the market.
Here are some examples of the backtesting results.
Trinity College Test
Results
An independent study by Ed Kelly
at Trinity College, Ireland showed that a standard application
of Conscious Investor arrived at a portfolio that averaged
17.13% per year for the past 10 years. This compares with
10.22% per year for the S&P 500 over the same period.
This portfolio took less than 90 seconds to obtain using
Conscious Investor. Once purchased, the study assumed that
no more transactions were carried out for the next 10 years.
For more details of this study, click
here Short Term Outperformance
Even if you were not looking for a ten
year portfolio, by aiming at the long-term studies show that
you still outperform in the short term. For example, in an
Australian study conducted this year, portfolios constructed
with Conscious Investor achieved a one year return of 36.82%
and a three year return of 54.98%, compared to 15.90% and
17.42% on the All Ordinaries Accumulation Index respectively.
USA Results
Outperformance by rolling
over each year
Since
1996, updating a portfolio using Conscious Investor just
once a year and holding it for the next twelve months would
have delivered gains of 133.0%. This means that $10,000
would have grown to $23,300, not including taxes.
Using the roll-back feature of Conscious Investor,
each year we selected a portfolio using Conscious Investor.
The companies in this portfolio were held for the next twelve
months. This process was repeated for the next five years.
It was assumed that dividends were reinvested.
The total return over last five years was
133.0%
In contrast, over the same period, the All
Ordinaries Index grew by 30.8% and the All Ordinaries Accumulation
Index (this assumes that dividends were reinvested) grew
by 65.8%.
Professor Price's Audited Investment
Record
Professor Price's average investment return
from June 1997 until the end of November 2003 has been 19.45
per cent compared to 2.82 per cent for the S&P 500 index.
Click
here for the original report.
Conscious Investor Model Portfolios
Two Model Portfolios
were started in March 2003, one for the USA and one for
Australia. An investment of $10,000 in the USA portfolio
would now have a value
of $16,940 as of August, 2005. The same investment in the
Australian portfolio would have a value
of $15,991.
Conscious Investor subscribers
gain access to our regularly updated results and the names
of our chosen stocks. Click
here to find out more!
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