No. of Recommendations: 3
I don’t believe Value Line’s results for the last decade put them in the stellular category. The last AAII article from Mark Hulbert was in Aug 2018 and the table I believe you are referencing is for long term results from 1980 till 2016:
“This small group of newsletters were in publication when Hulbert began tracking performance in 1980 and remained in constant publication as of January 2016 when the Hulbert Financial Digest ceased to be offered by
MarketWatch.”
The Prudent Speculator 14.7 9.20 0.134
NoLoad FundX 12.0 4.51 0.152
The Value Line Investment Survey 11.9 4.32 0.155
Current Hulbert Ratings since inception still have The Prudent Speculator and NoLoad FundX
near the top of for their results since inception and
at the top of the best 30 year returns but Value Line isn't in the top 25 listed.
https://hulbertratings.com/30-year-scoreboard/More than 20 years ago I had a little money in NoLoadFundX and went to a seminar where Janet Brown talked about using a simple momentum method for investing. At the time I had a complex strategy that was doing better but only worked for a few years. Could have stayed with FundX and done almost as well as I’ve done and saved myself several thousand hours of effort.
