StratValue LLC's Reference Portfolios Out-Performance

The following table shows ten, five and three rolling years out-performance and covers USD, EUR and CHF portfolio composites compared to the DJIA, EuroStoxx50 and SMI indices. The active-passive strategy includes equal or half weighting for stock positions and up to one third of index funds. Its bottom-up diversified selection of large caps with high alpha potential is not concerned with tracking error considerations. The selection is based on the previous year's 4th quarter StratValue Scoring results,  and positions do not change during the calendar year

These data do not constitute an advice or solicitation regarding the selection of or transactions in financial instruments. Please bear in mind that past performance is no guarantee for future results and that StratValue LLC itself does not engage in asset management, neither for private nor for institutional clients. StratValue LLC, however, offers expert supervision of the services of Wealth Management providers on behalf of their clients 

Out-performance versus these indicesDJIAEuroStoxx 50SMI
2003 - 2012
2004 - 2013
2005 - 2014
2006 - 2015
2007 - 2016
2008 - 2017
2009 - 2018
2010 - 2019
2011 - 2020
2012 - 2021
2013 - 2022
2014 - 2023
48.33%
69.64%
79.00%
81.21%
75.84%
82.54%
161.53%
186.01%
212.52%
289.21%
195.16%
219.78%
58.90%
75.50%
57.02%
46.51%
36.13%
40.41%
94.44%
113.28%
145.83%
177.55%
62.23%
59.23%
82.17%
88.28%
112.42%
82.09%
63.77%
65.58%
89.42%
85.33%
83.93%
102.60%
38.00%
38.84%
2008 - 2012
2009 - 2013
2010 - 2014
2011 - 2015
2012 - 2016
2013 - 2017
2014 - 2018
2015 - 2019
2016 - 2020
2017 - 2021
2018 - 2022
2019 - 2023
20.06%
63.40%
43.22%
42.00%
49.94%
37.61%
28.60%
54.56%
72.07%
93.24%
63.96%
102.13%
18.96%
60.68%
36.14%
40.16%
39.22%
19.27%
19.12%
49.42%
65.01%
69.69%
27.17%
26.30%
28.54%
65.46%
44.76%
27.79%
31.26%
24.19%
10.37%
17.82%
30.47%
31.60%
6.40%
22.23%
2010 - 2012
2011 - 2013
2012 - 2014
2013 - 2015
2014 - 2016
2015 - 2017
2016 - 2018
2017 - 2019
2018 - 2020
2019 - 2021
2020 - 2022
2021 - 2023
16.93%
27.27%
31.54%
23.22%
10.31%
13.98%
16.04%
35.51%
47.20%
56.29%
22.85%
36.45%
29.17%
31.58%
21.42%
11.05%
7.30%
14.96%
13.31%
32.30%
52.72%
52.75%
0.28%
-20,17%
29.16%
17.48%
17.64%
8.96%
12.65%
14.06%
3.90%
6.23%
15.70%
34.89%
4.16%
-2.92%
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
10.89%
11.83%
1.00%
6.24%
1.30%
1.19%
9.12%
15.34%
12.78%
9.60%
-0.97%
24.09%
16.71%
4.81%
-3.05%
8.20%
2.18%
3.09%
7.63%
18.16%
20.71%
-2.37%
-14.17%
2.69%
8.90%
1.31%
2.75%
3.13%
5.95%
3.83%
-4.80%
9.01%
12.27%
2.65%
-7.65%
4.89%