Performance of my book "Best stocks to buy for 2021 2nd Edition
Both my book "Best stocks to buy for 2021 2nd Edition" and this book "100 Best stocks to buy in 2020" received 4.5 rating.
The biggest difference is this book and the previous book both did not beat S&P 500, the market to most, and my last two books beat S&P 500 by a good margin.
They sold over 250,000 copies and my books in the series sold a small fraction of that amount. It must be marketing.
The following is the detail of my performances.
Past Performances
Management Summary
|
Book |
Beat SPY by (see Methodology) |
|
Best Book for 2021 2nd Edition |
404% |
|
Best Book for 2021 |
83% |
|
Best Book to Buy from August, 2020”. |
29% |
This new edition of “Best Book for 2021 2nd Edition” (i.e. this book) has a new list of recommended stocks. The performance is from the publish date to 3/1/2021.
SPY is an ETF simulating the S&P500 index.
Performance of the first edition of my book “Best Stocks for 2021”
Besides the primary list of recommended stocks, we have several lists.
The date range is from 12/10/2020 (the publish date) to today, 02/06/2021 (almost two months later). It is close to the publish date of this edition. See Methodology for details.
|
List (#of stocks) |
Return |
Annualized |
Beat SPY1 |
|
Primary list (4) |
10% |
67% |
83% |
|
Primary list without GLD (3)3 |
14% |
92% |
152% |
|
Secondary list (6) |
29% |
185% |
406%2 |
|
Year-End list (5 ) |
8% |
49% |
34% |
|
Secondary list for Year-End (5) |
10% |
65% |
78% |
|
Secondary list without foreign countries (2) |
34% |
215% |
486%2 |
1 “Beat SPY by” = (Return – SPY Return) / SPY Return. Again, dividends & fees are not considered.
2 Not a typo.
3 Gold is optional and it is used for safety.
SPY, an ETF simulating S&P500 index, is used as a yardstick. The numbers below have been rounded up for easier to read. Interestingly, the secondary lists performed better. All lists have positive returns and beat SPY by good margins. It seems this time the research work with the current market conditions; it may not in future conditions. I am not responsible for any errors; I did double check the figures.
Why this edition of this book
The original book is about 2 months old, and now we have a new edition. I include a new list of recommended stocks in this edition plus a bonus list for short-term buy. Buy this book as a subscription service as I expect a lot of repeated buyers; if it continues to work, the price of this book is trivial.
The primary reason of the short duration from the initial publish date is the incredible performances of the recommended stocks. All the lists of the recommended stocks beat SPY (an ETF simulating the market) by good margins. The performances are REAL based on my book. A similar book does not even stated their previous performance as it did not beat the market for at least the last two years in a row. Some said their recommended stocks appreciate many times, but they did not say how many of the recommended stocks losing most of their values.
Important notice. Past performance have nothing to do with future performances. Consult your financial advisor before taking any action.
Performance of my last book “Best Stocks to buy from August, 2020”
The performance is the returns from 07/28/2020 to 12/07/2020. The average of the 14 recommended stocks beats SPY (an ETF simulating S&P500 stocks) by 29%. The 29% is unbelievable as SPY has been weighted heavily by a lot of tech stocks such as Apple, Tesla and Microsoft, and they have been increased in value substantially during this period. If you believe they will continue this trend, SPY or any ETF weighted on tech stocks would be beneficial. However, I believe they are peaking and the fall seems inevitable – it is my personal opinion.
There are 13 winners and 1 loser. Again, dividends and fees have not been included. CMCSA and FDX are big winners profiting from the pandemic.
|
Symbol |
Name |
Sector |
True EY |
Return |
Ann. Return |
|
ABBV |
AbbVie |
Drug |
7% |
10% |
27% |
|
ABT |
Abbott |
Drug |
3% |
8% |
21% |
|
CHE |
Chemed |
Diversified |
4% |
4% |
12% |
|
CMCSA |
Comcast |
Media |
11% |
19% |
52% |
|
FDX |
FedEx |
Transport |
8% |
76% |
211% |
|
GTS |
Triple-S |
Health |
N/A |
26% |
72% |
|
JNJ |
Jonson & J |
Drug |
6% |
2% |
4% |
|
MCK |
McKesson |
Drug |
8% |
16% |
45% |
|
MSFT |
Microsoft |
Software |
4% |
6% |
18% |
|
SCHN |
Schnitzer |
Metal |
10% |
46% |
127% |
|
SMCI |
Super Micro |
Computer |
11% |
9% |
24% |
|
UFPI |
Universal |
Building |
10% |
-6% |
-17% |
|
UNH |
United Health |
Health |
9% |
15% |
43% |
|
ZBRA |
Zebra Tech |
Computer |
5% |
39% |
107% |
|
|
|
|
|
|
|
|
Avg. |
|
|
|
19% |
53% |
|
|
|
|
SPY |
15% |
41% |
|
|
Beat SPY by |
|
|
|
29% |
Methodology
· ‘Beat SPY by “= (Return – SPY’s return) / (SPY’s return) with adjustments to negative numbers.
· Dividends and fees are not included. Hence, the ratio usually looks better than it actually is.
· Past performances have nothing to do with future performances.
So far, the last two books perform well with the market conditions.
The performances are for reference only. These incredible performances are not sustainable.
· Start date and end date could be one or two days off. I need to prepare performance calculations at least one day before the publish date, so I can enter the updated info for the recommended stocks.
· Start date usually is the publish date; sometimes it is one day off.
· End date usually is within a few days of the publish date of the next book in the series. However, if available, it could be one year after the publish date of the last book, or today’s date for long-term recommendation (usually the primary list). It could be one, two or up to 3 months for the short-term lists (year-end losers, momentum and short stocks).
· True EY is the earnings yield considering debts and cash. Compare it to one-year Treasuries and CD which are basically risk free. It is the reciprocal of “EV/EBITDA”. It is obtained from Yahoo!Finance (under Statistics).
· Most figures are rounded up for easy reading, but not in the calculation in “Beat SPY by”.
· In the future edition, I may add the performances of older books in this series.
I should have sold a lot of books in this series, if readers buy this kind of book based on past performances. I have not so far. Recommend this book to your friends if you want this series to be continued and/or at this low price. Again, you should consult your financial advisor before taking any actions. I am not liable for any of your trades. For my stock recommendations before the next book, you can be my Patreon and search for Tony Pow. https://www.patreon.com
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