2019 was quite the year for markets. The S&P 500 is going to enter 2020 with a gain 0f around 28%, unemployment is at generational lows, wages for lower-income workers are rising faster than they have in decades and are actually rising faster than high wage earners. Retail sales are rising to record levels and corporate and personal balance sheets are in the best shape they’ve been in since the financial crisis. All things considered, the finances of the US consumer and business are in fantastic shape.
2019 was a good year at ValuePlays also. Our core holdings (ones we still hold today) were up just under 30% for 2019. Additionally, we had a dozen transactions in 2019 that netted us an average return of 66%. When you included dividends and options premiums received, ValuePlays had a 43% return in 2019 easily beating the S&P 500.
In fact, since 2009 we’ve only had three down years (2015 was down 0.25%, excluding sales and dividends) and 5 years in which we’ve had over 20% positive returns.
We’d like to offer you the chance to become a member of ValuePlays at our original, 2009 prices AND give you TWO free months of membership. Simply follow this link for details
This offer will expire 1/5 so please do not delay too long if you’re thinking about it.