Our historical returns

61.8% for 2019!

Below is the progress of our model portfolio during the last nine years.

YEAR PORTFOLIO INDEX (Incl. dividends) Relative return
2011 -10.3 -11.6 +1.3
2012 +21.2 +17.5 +3.7
2013 +34.2 +25.4 +8.8
2014 +21.8 +13.9 +7.9
2015 +38.5 +2.2 +36.3
2016 +22.6 +9.4 +13.2
2017 +9.7 +7.7 +2.0
2018 +2.7 -7.0 +9.7
2019 +61.8 +30.7 +31.1
2020 +26.8 +7.4 +19.4
2021 +24.6 +29.7 -5.1

GENERAL STRATEGY IN THE MODEL PORTFOLIO

  • Almost always 100% invested.
  • Holds around 10 different shares, funds or ETFs (Exchanged Traded Funds)
  • Sell call options 10-12 times a year in order to reduce the risk (Covered calls). Both against Index and specified stocks.
  • Never short selling of futures, but a few times short selling stocks but always with a stop loss.

Here is a snapshot of the portfolio development for the full year of 2019:

Return 2019