The WSBTwenty
The WSB20 vs. The Market
Deep within the secret vaults of the Wall Street Bean, the historical record of BeanScreen recommendations can be found. We are not afraid to dust off the ledger from months past to reveal our winners and losers. Since the inception of the WSB20 on June 1, 2009, our goal has not been to beat the market every month with every stock pick, but to have every pick outpace the market over the years to come.
Below is our trailing 12 month Triple Shot performance ledger, with all percentage gains and losses reflecting the period from the 1st of each month through: July 30, 2010
% Gain/Loss Key: green = positive return > S&P
black = positve return < S&P
red = negative return
Month Stock Pick % Gain/Loss S&P500 %
|
Sept '09 |
JST |
-2.1 |
+7.9 |
|
BKE |
+2.3 |
||
|
SYK |
+12.0 |
||
|
Oct |
EZPW |
+45.7 |
+4.2 |
|
JST |
-23.2 |
||
|
CHL |
+3.8 |
||
|
Nov |
EZPW |
+53.4 |
+6.3 |
|
BKE |
-8.4 |
||
|
SAY |
-6.4 |
||
|
Dec |
TRLG |
+33.3 |
+0.5 |
|
BKE |
+0.4 |
||
|
SNDA |
-19.9 |
||
|
Jan '10 |
TRLG |
+32.9 |
-1.2 |
|
EZPW |
+15.7 |
||
|
NE |
-20.2 |
||
|
Feb |
TRLG |
+27.3 |
+2.6 |
|
EZPW |
+9.6 |
||
|
GRMN |
-11.8 |
||
|
March |
BKE |
-6.0 |
-0.3 |
|
AZN |
+14.3 |
||
|
SNDA |
-11.9 |
||
|
April |
NE |
-22.3 |
-5.8 |
|
ATW |
-21.5 |
||
|
CSKI |
-29.3 | ||
|
May |
DO |
-24.8 |
-7.2 |
|
GOOG |
-7.8 |
||
|
JST |
-29.6 |
||
|
June |
NE |
+11.8 |
+1.1 |
|
SNDA |
-2.7 |
||
|
CSKI |
-12.2 |
||
|
July |
CHL |
+3.1 |
+6.9 |
|
LHCG |
-17.2 |
||
|
TRLG |
+11.4 |
||
Aug
|
BKE | ||
| LHCG |
|||
| GILD |
Below are the quarterly % returns of the WSB20 versus the S&P500, DOW and the NASDAQ.
Last updated: July 30, 2010
Quarter WSB20 S&P DOW NASD
| June-Aug '09 |
+19.3 |
+11.0 |
+11.7 |
+13.2 |
| Sept-Nov |
+9.1 |
+7.4 |
+8.9 |
+6.7 |
| Dec-Feb '10 |
+4.7 |
+0.8 |
-0.2 |
+4.4 |
| Mar-May | -6.8 | -1.4 | -1.8 |
+0.8 |
| June-Aug | ||||
|
Total Return |
+27.7 |
+19.9 |
+23.1 |
+27.1 |
Remember, we track the WSB20 index each quarter just to get a feel for how it
behaves, irrespective of optimal price entry, compared to the broader markets.
