Who Is Winning? Warren, Cathie, The SP500, or The Vig Co. V2?
I saw an interview with Cathie Woods - the leader of ARK Investment Funds - on Thursday on CNBC. She was being questioned about the recent poor performance of their ARK funds. It was fascinating. Her basic message was stay on plan for the long term - innovation always wins.
Some talking heads after the interview compared her fund performance to that of Warren Buffet’s Berkshire Hathaway. Their stock, BRK/B, has been on a roll lately.
And of course, her performance is always compared to the SP500.
That got me thinking… over the last couple of years who has done better. So we measured and compared the performance of each and our V2 Newsletter since Jan. 1 of 2020. That was the date we launched our newsletter service.
Cathie Woods has a strong conviction and is disciplined following her growth innovation strategy. Her ARKK fund is significantly off its high point and continues to trend lower. ARKK is up 37% since Jan. 1, 2020.
Warren Buffet has a strong conviction and is disciplined to his deep value strategy. As rates have moved higher his BRK/B stock has done well. BRK/B is up 39% since Jan. 1, 2020.
The SP500 is the benchmark we all follow. SPY is up 40% since Jan. 1, of 2020.
My company, The Vig Company has a strong conviction and is disciplined to follow the math towards strong trending assets. The V2 Newsletter is up 203% since Jan. 1, 2020.
There is really no question - on this time frame - who has had the best performance. The V2 Newsletter.
The best part is you can use any of these to grow your portfolio. I have owned ARKK in the past and am looking for a turnaround to buy it again. And, currently, Renee and I have investments in SPY, BRK/B, and of course, V2!
If you are not a Member and would like to see our holdings, allocations, history, and changes as they occur I urge you to subscribe below.
Distance=Victory
Chris
The V2 Model has gained an impressive 1,454%% from 2016 through 2021.
6X the performance of SP500 (2016-2021)
+83.27% 3-Year Annualized Returns (2019-2021)
+69.22% 5-Year Annualized Returns (2017-2021)
V2 Newsletter performance rank compared to all ETFs:
Top 10% 2021 (#243 out of 2867)
Top 1% 3-Year (#9 out of 1896)
Top 1% 5-Year (#4 out of 1896)
Market Data From Morningstar and Etrade.
We do not anticipate what is going to happen. We allocate based on where things are. We do not forecast, we follow the math and work to get on the right side of the next extended trend.
V2 is a proprietary investment Model the results of which we make available in our newsletter. We give our holdings, changes before they occur, our allocations, and performance on an ongoing basis. You can discover more about the Model, our performance, and how it works by checking out our website.
We have researched and developed a pool of common and popular ETFs. We will select which ETFs to invest in based on market conditions and our short-term, medium-term, and long-term trends. We will also model asset class ratio behavior for our decision-making process. Leverage will be used when appropriate and we will short the market in a downturn. If no investments meet our rules, we will go to cash. We will change holdings at any time during the month.
The investment picks may be in large-cap growth, treasuries, leverage, derivatives. We may short the market or go to cash. Holdings may include SPXU, SDS, SH, SPY, SSO, UPRO, TLT, AGG, TQQQ, SQQQ, or CASH at any time.
Chris Vig is president of The Vig Company and is an investor, artist, author, business consultant and former CEO living in Monona, WI. This article is for entertainment purposes only. We may own, buy, or sell any security listed here at any time. Do your own diligence when investing your hard-earned cash. Follow The Vig Company on Facebook.
You can learn more about the model, its holdings, and how it works by going through each link on our website. The V2 newsletter is available for $15 a month. And of course, you can unsubscribe at any time.
THE VIG COMPANY LLC INFORMATION AND NEWSLETTERS ARE NOT A RECOMMENDATION TO BUY OR SELL SECURITIES. WE ARE SIMPLY LISTING THE RESULTS OF OUR MODEL. WE MAY BUY, HOLD, OR SELL ANY SECURITY LISTED IN OUR INFORMATION AT ANY TIME. WE ARE NOT REGISTERED INVESTMENT ADVISORS AND HAVE NO UNDERSTANDING OF YOUR PERSONAL FINANCIAL SITUATION, RISK TOLERANCES, OR INVESTING OBJECTIVES. ANY INVESTMENT DECISIONS YOU MAKE ARE YOUR OWN. PLEASE DO YOUR OWN DILIGENCE WHEN INVESTING YOUR HARD-EARNED MONEY.
COPYRIGHT 2020 THE VIG COMPANY LLC 6203 RIDGEWOOD AVE. MONONA, WI 53716. THEVIGCO@GMAIL.COM