Making Money From Investing

Making money from investing is the goal of all successful investors. On that, I think every agrees. Investors that enjoy the most success obsess over all the details; what to buy, how much to buy, when to buy it, when to sell it.

They're also relentlessly trying to improve performance. Remember those investing principles?

There are two, in particular, that are covered by measuring your performance:

6th Principle of Investing Safely
Continually measure the performance of your plan or system; there is always something that can be improved.

9th Principle of Investing Safely
Improving your returns requires improving your system; tools alone will not improve your profits

It's with those two principles in mind that I review the annual performance of the weekly stock market outlook. Here are the past performance reviews:

2015 Performance - Stock Market Outlook

2016 Performance - Stock Market Outlook

2017 Performance - Stock Market Outlook


2015-2017 Total Return

Here are the total returns from January 1, 2015 through December 31, 2017 for the market indexes and the Stock Market Outlook, based on the purchase of 100 shares.

Symbol Type Buy / Hold Market Outlook Delta
S&P500 ^SPX Index 30.1% 29.0% -1.2%
S&P500 SPY ETF 30.6% 28.8% -1.8%
S&P500 FXSIX Mutual Fund 30.5% 30.7% 0.3%
S&P500 VOO ETF 30.9% 29.0% -1.9%
S&P500 VFINX Mutual Fund 32.3% 33.0% 0.7%
Nasdaq QQQ ETF 51.8% 49.5% -2.3%
Russell 2000 IWM ETF 28.8% 18.9% -9.9%

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