2024 in Review: A Stellar Year for the Stars Model
2024 was a standout year in the markets! While the S&P 500 climbed an impressive 23%, the Stars Model delivered a remarkable 43% return, once again proving its strength as a portfolio management strategy.
Here’s how the numbers break down:
- Over the last 5 years, the Stars Model has outperformed the S&P by an average of 19% per year.
- In 2024, 40% of the 9,500 stocks had negative returns.
- Only 20% of stocks beat the S&P, and just 15% managed to outperform the Stars Model.
Why is this significant?
The Stars Model doesn’t just aim to keep up—it consistently leads the pack. For an investor to beat the Stars Model, the average of all their picks needs to land in the top 15% of all stocks. And remember: only 15% of investors, including professional advisors, manage to beat the S&P each year.
Long-Term Success:
- Over the past 14 years, both versions of the Stars Model (30/60 and 40/40) have delivered 30% annualized returns.
- For example, the 30/60 version (where TQQQ allocation adjusts based on performance thresholds) has turned a $10,000 investment into an astounding $1,140,000 over 26 years.
The Odds Are Slim:
- The odds of consistently outperforming the Stars Model? Less than 15%. The odds of doing it 14 years in a row? Almost 0.
- The data speaks for itself: the Stars Model is a proven, powerful strategy designed to help investors stay ahead.
Ready to explore what the Stars Model can do for your portfolio?