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Quadrix - Access our proprietary stock rating system with rankings on roughly 4,100 U.S. stocks and prescreened reports, giving you recommendations in specific categories we think are timely, and the details behind our ratings.
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 255.9% since its May 1999 inception. Over the same period, Upside's Buy List has gained 272.6 the Russell 2000 Index has gained 48.7%, and the S&P 500 Index has declined 13.8%.
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 (%) |
|
| 2010* | (4.7) | (1.6) | 0.8 | (1.1) |
| 2009 | 27.5 | 32.7 | 25.2 | 23.5 |
| 2008 | (44.7) | (47.5) | (34.8) | (38.5) |
| 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 February 25. † May 28, 1999 to Dec. 31, 1999 |
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NEW STOCK RECOMMENDATIONS
We're on a constant search for new ideas, and our Quadrix system helps us find them among roughly 4,100 U.S. stocks.
