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Honor Roll – From Mark Hulbert and Hulbert Financial Digest The Hulbert Investment Newsletter Honor Roll, though loosely modeled on Forbes’ Mutual Fund Survey, is not endorsed by, or affiliated with, Forbes magazine The stock market’s history between 10 31 2007 and 9 30 2024 was divided into “up” and “down” periods, and each advisory service model portfolio was graded separately for its
12-month Scoreboard – From Mark Hulbert and Hulbert Financial Digest Click on column heading to sort on the data in that column Click on newsletter’s name to open a new browser window displaying the home page of that newsletter’s website Guide to columns: Newsletter: For each newsletter we calculate the average return of all its individual portfolios that are, or have been, tracked These averages appear in ALL CAPS Portfolio: In addition to the newsletter
About – From Mark Hulbert and Hulbert Financial Digest The Hulbert Financial Digest was founded in 1980 with the goal of tracking investment advisory newsletters Ever since it has been the premiere source of objective and independent performance ratings for the industry
10-year Scoreboard – From Mark Hulbert and Hulbert Financial Digest Click on column heading to sort on the data in that column Click on newsletter’s name to open a new browser window displaying the home page of that newsletter’s website Guide to columns: Newsletter: For each newsletter we calculate the average return of all its individual portfolios that are, or have been, tracked These averages appear in ALL CAPS Portfolio: In addition to the
Sentiment Indices – From Mark Hulbert and Hulbert Financial Digest Unlike most other sentiment measures, the Hulbert Sentiment Indices reflect what the advisers are actually doing Since actions speak louder than words, this alternate approach is often a more reliable and accurate measure of sentiment
NASDAQ Sentiment – From Mark Hulbert and Hulbert Financial Digest The Hulbert NASDAQ Newsletter Sentiment Index (HNNSI) reflects the average recommended equity market exposure among a subset of short-term stock market timers who focus on the NASDAQ market in particular