Performance / Market Calls

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 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.

Click the tabs below to see our performance data for each year, and for some information about our trend model.

Our Trend Model: How We Measure Our Own Performance

Our trend model is meant to be a straightforward and quantifiable means to track the performance of the trading/investment ideas and market calls that appear in our research reports.  It is basically a two-step process that is designed to be strategic to the quarter (the “intermediate term”) and tactical to the month (the “near term”).

In the first step, we analyze a comprehensive list of environmental inputs (including intermarket relationships, investor sentiment, and relative performance) to forecast upcoming market direction 1-2 quarters in advance.  In the second step, an objective price-based metric identifies changes in the monthly trend which generates the entry and exit points within that larger intermediate term forecast.

Our trend model was not designed to pick market tops and bottoms, because of the additional risk involved in doing so, but rather to participate in every intermediate term trend that the market gives us within a calendar year. Specifically, we are trying to capture “the middle 70%” of every intermediate term price trend, while avoiding the tops and bottoms, as we believe that this is the most reliable and risk-averse way to consistently beat the market.

* These performance data are based on specific market calls taken directly from Asbury Research reports during 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.