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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.
UPSIDE HOTLINE
February 3, 2012
AMERCO’s ($102; UHAL) property and casualty insurance unit incurred an after-tax charge...
INDUSTRY GROUP STUDIES
You'll get recommendations and information on well-performing sectors, and the top stocks within those sectors.
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 298.5% since its May 1999 inception. Over the same period, Upside's Buy List has gained 311.1% the Russell 2000 Index has gained 68.9%, and the S&P 500 Index has declined 3.4%.
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 (%) |
|
2011 * |
(8.8) |
(9.8) |
(5.5) |
0.0 |
2010 |
21.5 |
24.0 |
25.3 |
12.8 |
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 Dec. 30 † May 28, 1999 to Dec. 31, 1999 |
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Upside's Performance
It all boils down to the bottom line.
Upside's Best Buy List and Buy List have beaten the market consistently — and is top-ranked with Hulbert Financial Digest, an independent watchdog of financial newsletters.
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.
