Performance Through April 30, 2009
HEDGEfolios year-to-date stock performance for 2009 (through 04/30/09 close) was up 42.06%.
Over the same time period, the S&P 500 index was down -03.34%.
At the end of April, the HEDGEfolios universe consisted of 3,209 stocks.
Commentary: While the S&P 500 advanced 9.39% in April, HEDGEfolios increased 19.6%. This is the best HEDGEfolios has ever done over a single month. The outperformance was primarily due to the large gains that were found in many stocks covered by HEDGEfolios that were not members of the S&P 500.
I am patiently waiting for a change to a downward direction.
Good luck with your investing.
Prior Years’ Performance:
- 2008, HEDGEfolios performance was +30.51% vs. -38.47% for the S&P 500 index
- 2007, HEDGEfolios performance was +21.78% vs. + 3.55% for the S&P 500 index
- 2006, HEDGEfolios performance was +25.54% vs. +13.62% for the S&P 500 index
- 2005, HEDGEfolios performance was +19.99% vs. + 3.00% for the S&P 500 index
- 2004, HEDGEfolios performance was +31.19% vs. + 9.00% for the S&P 500 index
Disclaimer: Nothing in my performance quoting is intended as an advertisement or in any other way meant to encourage anyone to subscribe to HEDGEfolios. These performance figures have not been audited or verified by an outside party and are NOT in compliance with the CFA’s AIMR Performance Presentation Standards. They don’t net out any transaction costs such as commissions or management fees and are not a total return calculation as I do not include dividend yields or any compounding factor. These performance figures cover a hypothetical portfolio of the entire HEDGEfolios stock universe with an equal weighting of each security. The calculation is simply the cumulative total of all gains and losses from the signals during the period in question.

RSS Feed