The accompanying chart shows the index of ShareOwner's stock selections outperforming both the TSX Composite Index and the Standard & Poor's 500 Index.
This selection of approximately 60 stocks includes only those featured in ShareOwner's Top Stock Case Studies publication.
Each stock is selected for the index based on the strength of its company's growth, financial and operating 'fundamentals'. ShareOwner's mentorship teaches investors how to use this
set of seven performance measures to quickly recognize stocks
with the potential for outperforming their index.
Updates to the ShareOwner Index
At the time each issue of Top Stock Case Studies is published, ShareOwner automatically takes two stocks out of its index - those with the longest tenure (typically five years). They are replaced with two stocks featured in the just-published issue.
Why ShareOwner outperforms
ShareOwner's index has outperformed because its research team has identified the companies in the TSX Composite and S&P 500 indexes that have the strongest set of growth, financial and operating fundamentals.
As a result, the ShareOwner Index has not been held back by the relatively weak performance of the many average (or lower ranked) companies included in other indexes.
Acknowledgements
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| George Nicholson Jr. |
The mentorship's fundamentals-based education draws significantly from:
(1) The DuPont Model of profitability analysis formulated by the giant chemical company during the 1920s.
(2) The stock selection methodology pioneered in the 1940s by George Nicholson Jr. for the emerging investment club movement in the U.S.A.
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