2018 Strategy Performance and Review

February 4, 2019 | Read Now

Unlike how 2018 ended, 2019 is off to a great start.

YTD, the S&P500 is up 6.3% as I write this. Compare that to December of 2018 when the market dropped 10% and ended the year close to -7%.

So how did the value strategies posted on Old School Value do?


The $1000 Portfolio Turn of Events

February 19, 2018 | Read Now

What You’ll Learn
– Update on the positions and current performance
– What’s been going on with the portfolio in early 2018
– A change of events in the portfolio


The 2018 Active Value Portfolio

February 5, 2018 | Read Now

What You’ll Learn
– Updated rules for this year’s portfolio
– A look at what the original 2018 portfolio would have been
– The updated 2018 portfolio starting Feb 1

Are you ready to see the 2018 list? Then read on…


2017 OSV Action Score Portfolio Performance

January 24, 2018 | Read Now

What You’ll Learn
– How my hand picked model 2017 Action Score portfolio fared
– Mistakes I made and lessons learned
– What I’ll be doing differently


2017 Free Value Strategies Results – What Worked and What Didn’t?

January 16, 2018 | Read Now

What You Will Learn

– 2017 Performance of our free value stock screens
– What is working and what isn’t
– Is value investing out of favor?
– What’s happening to the free screens going forward


portfolio calculation

Calculating Time Weighted Return Portfolio Performance

August 10, 2017 | Read Now

What You’ll Learn
– Why you should use Time Weighted Returns
– Portfolio performance examples and how to do it
– 2 different methods we use


my 2017 action score portfolio

Revealing My 2017 Action Score Portfolio and Why I’m Selling

June 5, 2017 | Read Now

What You’ll Learn
– Why I’m selling my outperforming Action Score portfolio
– The Action Score picks I bought in 2017
– How I chose my portfolio and how you can too

It’s the first time in many years where I’m revealing my live money portfolio.

More importantly, this is my market beating 2017 Action Score portfolio…


The 2017 Action Score Portfolio That Will Beat the Market

January 16, 2017 | Read Now

Here are the rules for the portfolio.

No changes until end of the year, UNLESS a company is bought out and needs to be replaced.
20 stocks @ $5k each for a $100k portfolio
A grade stocks (but can include B if not enough A’s)
No OTC stocks due to many people not wanting or being able to buy them (nothing wrong with OTC stocks though)


Action Score Quality Value Growth Venn Diagram

Beating The Market With 20% Returns. Reviewing Our 2016 Stock Grader Portfolio.

January 12, 2017 | Read Now

2016 was the first year our Old School Value Action Score that you see on the Old School Value stock analysis software took to the streets.

What is an “Action Score”?

In a nutshell, it’s a set of 9 (mostly value based) metrics used to score a stock between 0-100. Stocks are then graded based on their scores.

The #1 goal of the Action Score is to reduce the time spent trying to find ideas.

If you believe in the 80/20 rule, you’ll see that you tend to spend 80% of your time looking for stocks. Less (much less) than 20% of the time is spent on analyzing, thinking, valuing and learning about companies.

The #2 goal of the Action Score is to utilize a mix of uncommon metrics and fundamentals to create a quantitative strategy for people who are short on time, yet enjoy the DIY investing approach.


2016 Free Value Strategies Performance Review

January 11, 2017 | Read Now

Results are in.

First, I’ll be going over results of the free value stock screeners and then in a few days, I’ll post the results of the Action Score with a breakdown of how each grade did.

I’m also excited to share a report later this month where the Action Score was independently tested to verify the accuracy and expected returns of the Old School Value Action Score.

Ready to try Old School Value?
TEST DRIVE THE DEMO TODAY