Performance 2019-06-03T23:07:41-08:00

Performance

The Linde Equity Report has two sets of performance figures.  One is internally generated by Linde Equity.  The other is sourced from the Hulbert Financial Digest, North America’s authority on investment newsletter performance.

Our internal performance measurement of “annualized average price gain” is calculated by taking the “average share price gain” of all stock recommendations made since May 2000 and annualizing it over the “average holding period” of all positions.

Linde Equity Report: May 3, 2000 to June 1, 2019

Number of stock recommendations: 

229

Annualized average price gain:

26.6%

Average share price gain:

26.2%

Average holding period:

11.8 months

All past picks are posted in each issue.

Performance rankings according to the Hulbert Financial Digest

The Hulbert Financial Digest takes a different approach to measuring our performance.  It builds a portfolio based on our newsletter’s recommendations, and monitors the performance of the portfolio.  The Hulbert Financial Digest also rebalances the portfolio of our stock picks to equal weighting every time we publish a new recommendations.  This is necessary to make the nearly 200 stock newsletters it tracks comparable to each other over different time periods.  However, this rebalancing ends up clipping our top performers as they rise, and increasing the weighting of positions that decline.  This rebalancing has a smoothing effect on our returns, thus explaining the difference in performance calculations between our method and the Hulbert Financial Digest.

The Linde Equity Report ranked as North America’s #1 performing stock newsletter for the 10 year period ending December 31, 2015 with a 17.0% annualized return according to the Hulbert Financial Digest.
The Linde Equity Report ranked as North America’s #1 performing stock newsletter for the 5 year period ending December 31, 2013 with a 44.1% annualized return according to the Hulbert Financial Digest.
The Linde Equity Report ranked as North America’s 3rd best performing stock newsletter of 2013 with an 84.9% annualized return according to the Hulbert Financial Digest.
The Linde Equity Report ranked as North America’s #1 performing stock newsletter for the 5 year period ending July 31, 2013 with a 20.5% annualized return according to the Hulbert Financial Digest.
The Linde Equity Report ranked as North America’s top performing stock newsletter for the 3 year period ending December 31, 2011 with a 40.0% annualized return according to the Hulbert Financial Digest.
The Linde Equity Report ranked as North America’s 3rd best performing stock newsletter for the 5 year period ending December 31, 2010 with a 16.9% annualized return according to the Hulbert Financial Digest.
The Linde Equity Report ranked as North America’s 2nd best performing stock newsletter for the 3 year period ending December 31, 2009 with a 13.6% annualized return according to the Hulbert Financial Digest.
The Linde Equity Report ranked as North America’s 5th best performing stock newsletter in 2007 with a 45.4% annual return according to the Hulbert Financial Digest.
The Linde Equity Report ranked as Canada’s #2 performing stock newsletter in 2003 with a 48.7% annual return according to the Hulbert Financial Digest.
On September 10, 2002, CBS MarketWatch ranked the Linde Equity Report as one of the ‘Top 10’ best performing investment newsletters in North America since September 30, 2001. As part of a one year commemoration article that recognized the best performing newsletters since the tragic events of September 11, 2001, the Linde Equity Report landed in the ‘Top 10’ with a 21.6% return.