Conscious Investing: An Investment Revolution

Conscious Investor Continues to Deliver Outstanding Performance

Conscious Investor is founded on strong and durable investing principles. Nevertheless, we are continually carrying out various forms of testing to make sure that Conscious Investor always delivers optimal performance.

This page contains examples of these tests showing that portfolios chosen using Conscious Investor strongly outperform the market.

Rollover a Portfolio Each Year

The most important study is a portfolio that has been tracked since January 2001. Each calendar year on the first trading day a portfolio was formed using the filters in Conscious Investor. The size of the portfolio was in the range of 15 to 25 stocks. This portfolio was held until the first trading day for the next calendar year.

On that day a new portfolio was formed using Conscious Investor. The results from an investment of $10,000 on January 2001 until January 2011 are shown in the chart on the left. An investment of $10,000 grows to over $35,000 before tax assuming that dividends have been reinvested.

Australian Portfolio

This portfolio is selected in the same way as the previous one except that Australian companies are used instead of US companies.

The results from an investment of $10,000 on January 2001 until January 2011 are shown in the chart on the left. An investment of $10,000 grows to almost $50,000 before tax assuming that dividends have been reinvested.

Trinity College Test Results

An independent study by Ed Kelly at Trinity College, Ireland showed that a standard application of Conscious Investor arrived at a portfolio that averaged 17.13% per year for the past 10 years. This compares with 10.22% per year for the S&P 500 over the same period. This portfolio took less than 90 seconds to obtain using Conscious Investor. Once purchased, the study assumed that no more transactions were carried out for the next 10 years.

For more details of this study, click here