2024
+13.27% YTD
Last Updated 4/29/24
April is well underway and we continue to lead the market (S&P 500) by 7 points.
2023
+68.26% YTD
Another Amazing Year!
2023 is officially over! Even with all of the volatility from high interest rates, high inflation and multiple wars, we still beat the market (S&P 500) by an impressive 45 points! The S&P 500 returned just +23% in 2023, compared to our +68%.
Our 5 year returns stands at +63%, while the S&P 500 trails far behind at +13%. 2023 also saw us double our Verdia Investing memberships!
2022
+83.12%
An amazing year.
While 2022 was great for Verdia Investing and our members, it was disastrous for the overall markets. The S&P 500 had its worst year since 2008, due mainly to soaring inflation (+8.5%), rising federal interest rates (+4.5%), and a war in Ukraine that added significant volatility to global commodity prices and geo-political stability.
With all of this bad news for the market, 2022 was Verdia’s second best year on record with an overall return of +83.12%; second only to +111.60% in 2020. Also, 2022 was Verdia’s best year versus the market; we beat the S&P 500 by a whopping +103.07% points.
2021
+43.32%
Another solid year.
This year got off to a rough start. Our tech-heavy portfolio struggled in the first half. However, we are able to make up ground in the second half of the year. Verdia Investing finished the year ahead of all of the major indexes. We finished the year with an impressive +43.32%, while the S&P 500 finished at +26.6%, the Dow was at +18.7%, and the Nasdaq ended at +21.4%. While we don’t have a crystal ball, if history is any indicator we remain optimistic that Verdia will deliver once again in 2022.
2020
+111.60%
Our best year yet.
At Verdia, were able to weather the storm utilizing the smart, powerful investment approach of our Verdia Investing investment service. We saw record-setting returns of +111.60% while the S&P 500 lagged far behind at +15.92%. While we don’t know what next year will bring, we remain optimistic that Verdia will deliver once again in 2021.
In other news , Kiplingers® released its annual "Best Mutual Funds in 401(k) Retirement Plans” for 2021 which features 23 of the biggest, best, and most recommended mutual funds in the industry. The list includes industry giants such as Vanguard, Fidelity, T. Rowe Price, American, Harbor, Invesco, and Dodge & Cox. Out of these 23 stock mutual funds, Verdia beat the 2020 returns of all of them. The 2020 average return for Kiplingers 23 funds was +25.08%. Verdia beat the average return of these funds by +86.52 points.
2019
+69.82%
Another great year for Verdia.
We finished the year up +69.8%, while all the major indices lagged far behind, seeing the S&P 500 finish up +30.1%.
More good news for Verdia Investing, Money® released its annual "Investors Guide" for 2020 which features 100 of the biggest, best, and most recommended mutual funds and ETF funds in the industry. The list includes industry giants such as Vanguard, Fidelity, iShares, and SPDR. Out of these 100 stock and bond funds, Verdia beat the 2019 returns of all of them. For the 100 Money® best mutual funds and ETF funds in 2019, the average return was +17.72%. Verdia beat the average return of 100 of the Money® recommended funds by +52.1%.
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* Verdia Investing is an investing newsletter that regularly publishes trading signals and general investing commentary. Verdia does not provide individual investment advice. Investment decisions are the sole responsibility of the individual investor. Past returns are not an indication of future returns.
We reference the returns of the S&P 500 Index simply to illustrate the returns of the overall equity market compared with the returns of Verdia Investing. Verdia Investing and the S&P 500 are not directly comparable investment vehicles. Verdia is an investing newsletter that features a small number of large-cap, non-diversified, exchange traded equities and funds with a shorter investment holding period. The S&P 500 is a stock market index that consists of 500 large-cap exchange traded equities.