Research Excerpts

Asbury Research’s 2012 Performance Data

Posted on: Monday, January 21st, 2013

We began compiling and publishing the actual performance of our financial market calls and trading/investment ideas in 2010, at the suggestion of a long time Asbury Research client.

All of the market calls / investment ideas listed here and in the Asbury Research website are taken directly from our published research reports. The entry and exit prices are based on the closing price on the day that the report appeared in our Research Center (access requires subscription).

2012 Performance Highlights

The US Stock Market

Our trend model for the US stock market underperformed slightly in 2012, by -2.8%, capturing a +10.6% return versus a +13.4% return by the S&P 500. However, we also note that our trend model aggressively outperformed the S&P 500 in 2011 (by +8.4%) and in 2010 (by +13.7%).

US Bonds

In US bonds our trend model outperformed the CBOT US 30-year T-Bond in 2012 by +3.4%, capturing a +6.9% return versus a +3.5% return by the T-Bond.

US Stock Market Sectors

In US market sectors, we made a total of 22 calls in 2012: 13 were profitable, 5 were unprofitable, and 4 were closed out for no gain or loss. The average profitable idea produced 5.2% of relative outperformance versus the S&P 500. The average unprofitable idea resulted in 3.5% of relative underperformance versus SPX.

Individual Assets

We made a total of 29 calls in individual financial assets during 2012: 21 were profitable, 7 were unprofitable. The average profitable idea captured +6.3%, while the average unprofitable idea resulted in a -3.4% loss.


More details, including tables that list individual market calls/trading ideas, are available in the Asbury Research website by clicking here.

Interested investors can request further information about our research, including services and pricing, by clicking here and completing the on-line form or by calling us at 1-888-960-0005.

* These performance data are based on specific market calls taken directly from Asbury Research reports from 2010 through 2012. We acknowledge that hypothetical performance results have many inherent limitations. No representation is being made that subscribers will achieve results similar to those shown. All market calls that appear in Asbury Research reports and are based on “at the close” entries and exits, hours after these reports were issued to subscribers.