2016 performance of stocks in different rating categories


Index
(excl. financial stocks)
or Sector
Number of stocks on January 1, 2016 Average performance of stocks in 2016

Difference SB - SS


Chart
rated Str.Sell (SS) rated Str.Buy (SB) rated Str.Sell (SS) rated Str.Buy (SB)
 all non-financial U.S. stocks 974 810 +13.7% +37.5% +23.8%

Performance of our valuation model in 2016 (all non-financial U.S. stocks)

performance in 2016

2015 performance of stocks in different rating categories

  All non-financial U.S. stocks rated on January 1, 2015 as
Str.Sell Sell Hold Buy Str.Buy
Average 2015 total return -18.2% -10.9% -9.6% -5.6% +4.6%
Number of stocks 1177 542 506 213 640

Performance of our valuation model in 2015 (all non-financial U.S. stocks)

performance in 2015

Index
(excl. financial stocks)
or Sector
Number of stocks on January 1, 2015 Average performance of stocks in 2015

Difference SB - SS


Chart
rated Str.Sell (SS) rated Str.Buy (SB) rated Str.Sell (SS) rated Str.Buy (SB)
 all non-financial U.S. stocks 1177 640 -18.2% +4.6% +22.8%

Here we monitor how well our stock valuation model works. The results of the valuation are not adjusted in any way - just raw data put through the model.

The performance of stocks is calculated as the performance of a portfolio equally-weighted at the start of the monitoring (January 1), without subsequent adjustment of the stock weights (the 'buy-and-hold' strategy). Dividends are included in the calculation of the stock performance, e.i. the data represent average total return of stocks in each rating category.

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