First Year

I can promise one thing – there will never be another year that I will achieve as much positive relative performance to the S&P 500 as this first year. So the best is now safely behind us.

I am not changing the current recommendations, but did want to provide an update so that there will be a record of the annual return. Over the period since the last update the recommended stocks [EWBC (+11.94%), MMM (+2.42%), UNH (+17.83%), JNJ (+2.03%), PEP (+3.27%), BBY (+3.55%), BDK (+5.91%), PETS (+4.17%)] averaged a gain of 6.39%, outperforming the S&P 500 [+0.59%] by 5.80%.

Over the first year my recommendations returned +15.88%, compared to the S&P 500’s -11.11% for total outperformance of 26.99%. My goal continues to be outperforming the market by 1.5% per quarter, and these extreme results likely will never be repeated.

I also would like to point out that these recommendations are only for your thoughtful consideration and that it would be imprudent for any person to blindly copy my recommendations – read at your own risk.

Send me an email if you’d like at Mark.Hanna79@gmail.com. Many happy returns.