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 indices | DJIA | EuroStoxx 50 | SMI |
|---|---|---|---|
| 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% |