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Performance Update
Excluding dividends and transaction costs and assuming the portfolio is fully invested and rebalanced when changes are made, Upside's Best Buy List has gained 174.3% since its May 1999 inception. Over the same period, Upside's Buy List has gained 168.8%, the Russell 2000 Index has gained 8.7%, and the S&P 500 Index has declined 33.0%.
Buy Lists Versus Russell 2000 Index
Overall Record
By Calendar Year
| Upside Best Buy List (%) |
Upside Buy List (%) |
Russell 2000 Index (%) |
S&P 500 Index (%) |
|
| 2008 * | (47.1) | (50.2) | (37.5) | (39.7) |
| 2007 | 0.5 | 4.5 | (2.8) | 3.5 |
| 2006 | 18.6 | 18.2 | 17.0 | 13.6 |
| 2005 | 5.4 | 9.1 | 3.3 | 3.0 |
| 2004 | 38.3 | 46.8 | 17.0 | 9.0 |
| 2003 | 90.0 | 76.0 | 45.4 | 26.4 |
| 2002 | (6.7) | (0.5) | (21.5) | (23.4) |
| 2001 | 1.2 | (0.8) | 1.0 | (13.0) |
| 2000 | 14.1 | 27.1 | (4.2) | (10.1) |
| 1999 † | 43.4 | 20.8 | 15.1 | 12.9 |
| *
Through December 18. † May 28, 1999 to Dec. 31, 1999 |
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