Track Record


The Intrinsic Value Wealth Report’s award-winning, proprietary, stock-picking model, The Cassandra Stock Selection Model, was established in 1994. The Cassandra Stock Selection Model ™ picked the winning stock in the Wall Street Journal’s 1999 Experts vs. Darts Stock-Picking Contest (January 12 – June 30, 1999).

This Hypothetical Performance Study is intended to show the nature and potential of the Intrinsic Value Style of Investment Management.  The Intrinsic Value Style of Investment Management is a long-term approach to investment, and therefore investment gains are expected to be realized over a 3 to 5 year time horizon.

Please also see the article entitled, A Primer On The Intrinsic Value Style of Investment Management, which describes the Intrinsic Value Style of Investment Management in detail.

The results in this study are based on actual research reports that were written by Paul M. Wendee over the period 1996 through the ending date of this hypothetical performance study, August 31, 2000.  While the oldest reports were still under our optimal 5 year holding period, the High Price Gain column in the study, which has an average return of 89.51%, demonstrates the appreciation potential of picking stocks at or below their estimated intrinsic values and holding them over the long-term. Click the Track Record Study hyperlink below to view the results of this study.

Track Record Study

This data table, A Tale of Two Companies, uses two case studies, Apple, Inc. and General Electric Company, to illustrate how the Multi-Factor Score generated by the Cassandra Stock Selection Model selects, ranks, and monitors companies. Based on the MFS scoring system, we put Apple, Inc. into our Focus List portfolio on February 16, 2016 at $96.64; and we never considered an investment in General Electric Company. As of November 17, 2017, Apple, Inc. was trading at a price of $170.15 for a gain of 76% during that period. General Electric lost 36% from January 15, 2016 to November 17, 2017 ($28.49 to $18.21).

PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS. Please see the Important Disclaimers regarding performance and other important notices and disclaimers.

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