Sound Advice

Since the beginning of 2000, the Sound Advice model portfolio has produced an average investment return of 11.1 percent annually, as compared to 2.2 percent annually from the S&P 500 over the same period, for an annual percentage return in excess of 5 times greater than the S&P 500. These figures are in close agreement with those published by the Hulbert Financial Digest, an independent monitor of approximately 500 newsletters owned by MarketWatch/Dow Jones. According to the Hulbert Financial Digest, the Sound Advice model portfolio performed better than the S&P 500 in 12 of the last 14 years through 2014.