Category: Monthly Income Reports
Grant’s Monthly Stock Gain & Loss Report – 2017 April
Welcome to my April 2017 Stock Gain & Loss Report!
Every month I will update my stock gain and loss performance from using the
BTMA Stock Analyzer.
These are time-weighted return results of my two real accounts that I have used the BTMA stock-picking method with, over the course of multiple years. (click charts to enlarge them)
Note: The orange line represents the S&P 500’s performance, which is considered a standard benchmark for measuring performance in the US Stock Market. If you are not beating the market (S&P 500), don’t be so disappointed. It is actually very rare to beat the S&P 500 in the long run.
In fact, according to Financial Times 2016 report, 99% of actively managed US equity funds do not beat the S&P 500. This means that if you are using a fund manager to handle your money or if you have money in mutual funds, you have almost zero chance of beating the S&P 500 in the long run.
On the other hand, if you are beating the S&P 500 (especially in consecutive years), then you are accomplishing something quite extraordinary.
Absolute Return
(from January 2013 till end of April 2017)
BTMA 1 BTMA 2 S&P 500
71.9% 182.1% 63%
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Why do I post this information online?
I do it for these main reasons:
1. To be transparent.
I like to be up-front and show you that I’m a real person, who actually invests in the stock market.
2. It’s nice to brag about good months and get positive feedback during those not-so-good months.
3. I don’t like being told that I can’t do something and stock investing is just another area where people have initially told me: “You couldn’t possibly do well. What do you know about stocks?” etc.
4. I want to prove that everyday people like myself can take control of their own finances, start investing with a common-sense approach, and produce better than average results.
If you’d like to receive instant email notifications of every stock that I buy and sell, CLICK HERE…
Thanks for checking out this month’s report!
-Grant