Objective research to aid investing decisions

Value Investing Strategy (Strategy Overview)

Allocations for April 2024 (Final)
Cash TLT LQD SPY

Momentum Investing Strategy (Strategy Overview)

Allocations for April 2024 (Final)
1st ETF 2nd ETF 3rd ETF

Test of Some Motley Fool Public Stock Picks

March 1, 2024 • Posted in Individual Gurus, Investing Expertise

A reader asked: “I am wondering how come you have not rated Motley Fool guys. Any insight?” To augment the test of Motley Fool public stock picks in “‘Buy These Stocks for 2019’ Forward Test”, we look at three more lists of stock picks:

  1. “10 Top Stocks That Will Make You Richer in 2021” published 1/5/2021: Alphabet (GOOG), Amazon (AMZN), Costco Wholesale (COST), Cresco Labs (CRLBF), Kirkland Lake Gold (KL), NextEra Energy (NEE), salesforce.com (CRM), Teladoc Health (TDOC), UnitedHealth Group (UNH) and Visa (V).
  2. “7 Stocks That Could Make You Richer in 2022” published 1/5/2022: Devon Energy (DVN), Innovative Industrial Properties (IIPR), Mastercard (MA), PayPal (PYPL), Sea Limited (SE), Teladoc Health (TDOC) and Vertex Pharmaceuticals (VRTX).
  3. “Got $1,000? 5 Sensational Stocks to Buy to Start 2023 With a Bang” published 12/26/22: AstraZeneca (AZN), Broadcom (AVGO), Innovative Industrial Properties (IIPR), NextEra Energy (NEE) and Novavax (NVAX).

We calculate total (dividend-reinvested) returns for the first list during 1/5/2021 through 12/31/2021, for the second list during 1/5/2022 through 12/30/2022 and for the third list during 12/30/22 through 12/29/23. We compare average returns of these lists to returns for SPDR S&P 500 ETF Trust (SPY) over matched sample periods. Using dividend-adjusted closing prices for SPY and each of the stocks in the three lists on the specified dates from Yahoo!Finance, except for Kirkland Lake Gold, for which prices are fromĀ Barchart.com, we find that:

(more…)

Please or subscribe to continue reading...
Gain access to hundreds of premium articles, our momentum strategy, full RSS feeds, and more!  Learn more

Daily Email Updates
Login
Questions?