Lately I’ve gotten the same question over and over and I’m guessing more readers are wondering about it as well so I’m going to share it and the answer with you here.
Question: What are the track records for your publications?
Answer: I’ve responded below by individual newsletter. You’ll note that some of our newsletters offer specific portfolio and advice and other don’t, and in the case of those that don’t, performance depends on how subscribers act on the advice.
Cabot Market Letter, ranked fifth for 2007 among all newsletters tracked by Hulbert Financial Digest, provides specific portfolio allocation advice. Since the start of 2007, Cabot Market Letter has gained 22% while the Nasdaq has dropped 28% and the S&P 500 has plummeted 31%. During the five years ended September 5, the portfolio is up 4.4% annually, while the S&P 500 and Nasdaq are down 2.9%. Over the past three years, Cabot Market Letter is up 5.9%, while the Dow and Nasdaq are both down 7.2%.
Cabot Benjamin Graham Value Letter provides two portfolios to its readers, the Classic Benjamin Graham Value Model and the Wise Owl Model. Since its inception in 2002, the Classic Model delivered a 16.3% compound annual return, while the Dow brought just 3.9%. And its Wise Owl Model, running since 1995, delivered 15.2% while the S&P 500 returned 5.5%.
Hulbert Financial Digest ranked Cabot China & Emerging Markets Report the top performer of all its newsletters in both 2006 and 2007 with returns of 78.6% and 74.1% respectively. For the 12 months ended August 31, Cabot China & Emerging Markets Report retained Hulbert’s top spot, with a return of 25.3%.
Cabot Top Ten Report presents 10 top performing stocks every week and performance depends on how subscribers act on the advice. However, since January 2007, its weekly stock recommendations have outperformed the Nasdaq by more than 40%.
Cabot Stock of the Month Report recommends one stock each month from other Cabot publications, so it contains value stocks, growth stocks, Green stocks, emerging markets stocks and momentum stocks, depending on what appears to be the most promising stock for the current market conditions. As of its September issue, it had seven stocks recommended at buy or hold, and the performance of these stocks ranged from a low of -22% for a value stock recommendation and +397% for a growth stock recommendation. But we remind you that this value stock is still a fine investment, as they take more time to mature than growth stocks.
Cabot Green Investor was launched in January of this year. It has been a tough eight months for Green investments after seeing a strong rally in 2007. Year to date, the major Green funds are seeing awful results: the Guinness Atkinson Alternative Energy mutual fund is down 24%, return for the Wilderhill Clean Energy ETF is down 29%, the Market Vectors Alternative Energy ETF is down 12% and the Green Century Equity Fund is down 13%. By comparison, for the year, Cabot Green Investor is down 2% as of September 2, largely on the basis of current holdings that we’re still bullish on.
Cabot Small Cap Confidential‘s focus is on finding undervalued and little-known small-cap companies that are poised to break out in a big way. Since its launch in October 2007, Cabot Small-Cap Confidential has recommended one stock each month as a long-term investment. Subscribers choose the stocks that make sense for their specific portfolio, and so performance depends on how subscribers act on the advice. Currently, the performance of the individual stocks recommended in the newsletter over the past 11 months ranges from -57% to +62%. But as with value stocks, we remind subscribers that it takes more time for small-cap stocks to mature.
For more information about our publications, please go to our Cabot Web site.