Introduction                                                                                                            

Historical Results and Commentary

Portfolio Analysis

**Please note that the Bandy 20 Index is no longer active1**

 

Welcome to Valueinvest.org – the home of the Bandy 20 Index

From its inception in February 2000 through its suspension1 in February 2008, the Bandy 20 Index returned 231.6 percent.2   

This translates into a compounded annual growth rate (CAGR) of 16.2%, considerably more than the major indices as shown below:

The current portfolio is as follows:

February 11, 2008

1

PFE

2

HOG

3

AHL

4

NKE

5

SAFT

6

WMT

7

SNP

8

CAT

9

INTC

10

C

11

TSM

12

FNF

13

MS

14

TKC

15

HMC

16

ING

17

MYL

18

DOW

19

COP

20

ACH

 

To learn more about the portfolio, click on any of the following links:

Introduction

Historical Results and Commentary

Portfolio Analysis

 

1The Bandy 20 Index was suspended on February 11, 2008.  Portfolio changes and quarterly commentaries ended during the August 11, 2007 quarter.  The index became inactive as the author felt it represented a potential conflict of interest between his personal life and his professional duties as an employee of a broker dealer.  Should the author’s employment status change such that no potential conflict of interest exists, it would be his great delight to resume the Bandy 20 Index and quarterly commentaries.  The author will still respond to email at jvbandy@gmail.com.  Thanks for your support over these past eight years, and may the markets be kind to you.

2Through February 11th 2008, exclusive of trading and rebalancing costs that would be encountered in the real world. 

 

The Bandy 20 index is for entertainment purposes only.  In no way should any commentary on this website be interpreted as a formal recommendation to buy, hold, or sell any security.  The content herein is entirely the opinion of the website’s author, and does not reflect the opinions of any parties that employ or professionally interact with any individuals that are involved with this website.  The creator and author of this site currently owns the following stocks that are current components of the Bandy 20 Index: AHL, NKE, SAFT, SNP, CAT, INTC, C, FNF, MS, TKC, HMC, MYL, DOW, COP, and ACH.

 

Number of Hits Since August 8, 2005: