Chronicles of 2025

[cubanpete_the_swiss]

Dividend strategy since 2014, momentum since 2020. I did compare the returns to the indices here:

Mechanical investment strategies

Hi. Both are mechanical stock only strategies. XIRR is the eXtended Internal Rate of Return per 12 months over the whole period in USD as calculated by the XIRR function in google calc. I use the S&P500, Dow, Nasdaq-100 and Russell2000 for the same period as Benchmark. Some things to consider: Indices are without dividends and of course the dividends strategy is about cashflow and therefor dividends. At first I was surprised by the bad performance of the Russell2000. Since 2012 the XIRR was o…

Of course the numbers did change after last Thursday, but are still OK for me.

Both strategies had about 10 years backtest and 5 years forward test before I started to put in real money.