| 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.
Professor Price's Audited
Investment Record
Professor Price's average
investment return from January 2000 until the end
of December 2006 has been 18.01 per cent compared
to -0.50 per cent for the S&P 500 index. In dollar
terms, $10,000 invested with Professor Price would
grow to $31,874.23 while the same amount following
the S&P500 index would have decreased to $9,653.22.
Click
here for the original report. |
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Conscious Investor®
Beat the S&P500 by 155.96% over 7 years
Spend 2 minutes once
a year and use Conscious Investor to choose a portfiolio.
The results over 6 years from the start of 2001 to
the end of 2006 were that the Conscious Investor portfolio
achieved a return of 162.72% comprared to 6.76% for
the S&P500.
In dollar terms, $10,000 invested using Conscious
Investor would grow to $26,271.71 while the same amount
following the S&P500 index would have only grown
to $10,676.16.
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Conscious Investor®
Beat the All Ords Index by 190.16% over 7 years
Spend 2 minutes once
a year and use Conscious Investor to choose a portfiolio.
The results over 6 years from the start of 2001 to
the end of 2006 were that the Conscious Investor portfolio
achieved a return of 260.63% compared to 70.47% for
the Australian All Ordinaries Index.
In dollar terms, $10,000 invested using Conscious
Investor would grow to$36,063.13301 while the same
amount following the All Ords index would have only
grown to $17,046.92 .
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Conscious Investor®
Beat the Russell 3000® by 585.15% over 4 years
In only 5 minutes and
23 seconds we constructed a portfolio that beat the
Russell 3000 by 585.15% over 4 years.
A recent back test for the US market showed that
over 4 years, $10,000 invested in the S&P500 would
have lost -$343.48, in the Russell 3000 it would have
gained $790.40, and in a Conscious Investor portfolio
it would have gained $4,625.03 ...
[ more
] |
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Short Term Outperformance
Even if you were not looking for a ten year
portfolio, by aiming at the long-term, studies show that
you still outperform in the short term. These studies were
performed by using the roll-back feature with Conscious
Investor to select portfolios a certain number of years
in the past using historical data within the Conscious Investor
database.
| USA Study
A portfolio of 20 stocks constructed
with Conscious Investor achieved a one year return of
19.55% compared to 10.26% for the S&P500 index over
the same period. |
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| Australian
Study (One Year) A Portfolio
constructed with Conscious Investor achieved a one year
return of 36.82% compared to a return of 15.90% for
All Ordinaries Accumulation Index over the same period.
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| Australian
Study (Three Years) A Buy
and Hold Portfolio constructed with Conscious Investor
achieved a total three year return of 54.98% compared
to a return of 19.13% over the same period for the All
Ordinaries Accumulation Index respectively. |
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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 |
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Outperformance by Rolling Over
Each Year
Since 1996, updating a portfolio
using Conscious Investor just once a year and holding it
for the next twelve months would have delivered gains of
133.0% or 18.43% per year. This means that $10,000 would
have grown to $23,300, not including taxes.
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Using the roll-back feature of Conscious
Investor, each year we selected a portfolio using
Conscious Investor. The companies in this portfolio
were held for the next twelve months. This process
was repeated for the next five years. It was assumed
that dividends were reinvested.
In contrast, over the same period, the
All Ordinaries Index grew by 30.8% and the All Ordinaries
Accumulation Index (this assumes that dividends were
reinvested) grew by 65.8% or 10.64% per year. |
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Conscious Investor Model Portfolios
Two Model
Portfolios were started in March 2003, one for the USA
and one for Australia. An investment of $10,000 in the USA
portfolio would now have a value
of $18,029.50 as of July, 2007. The same investment in the
Australian portfolio would have a value
of $$33,007.72 .
Conscious Investor subscribers
gain access to our regularly updated results and the names
of our chosen stocks. Click
here to find out more! |
