As of 1/31/2009, my 19 month old Magic Formula Fund (MFF1) is back to trailing the SP500. I am now trailing the SP500 by 3.57% (3.28% annualized). This is down from a month ago of beating the SP500 by 0.30% (0.29% annualized). My second fund, the 5 month old MFF2 fund, is trailing the SP500 by 12.10%. Click on the images below to see further details for MFF1.
As of 12/31/2008, my 18 month old Magic Formula Fund (MFF1) is beating the SP500 by 0.30% (0.29% annualized). This is up from a month ago of trailing the SP500 by 0.19% (2.65% annualized). My second fund, the 4 month old MFF2 fund, is trailing the SP500 by 10.34%. Click on the images below to see further details for MFF1.
I read the Little Book that Beats the Market in June 2007. I was very impressed with its premise - the Magic Formula that beats the market. So I started recommending the book to most of my friends.
At the same time, I started a Magic Formula Fund of my own to test the Magic Formula method. I launched this blog after a full year of running my fund with impressive returns. I plan to continue testing the Magic Formula and to share my results via this blog.