How Have We Done?


Beginning on January 1, 1999, Mr. Shaefer began publishing the “Growth and Value” Portfolio in our investment letter “The Investor’s Edge.” The chart to the right shows our performance in that portfolio for the following 17 years.  This is a matter of public record, as witnessed by hundreds of subscribers.  Today, Investor’s Edge articles appear on Seeking Alpha, GuruFocus,, TalkMarkets and many other sites.

This is not any one individual’s portfolio that we manage.  It would be disingenuous to do so.  Why?  Because some clients want peace of mind, others want maximum growth, others somewhere in between.  Be wary of any advisor who claims to show an actual client’s portfolio!

Our goal is to grow our client and family portfolios slowly and steadily, in good times and bad.  By hewing to “What We Believe,” we have more than doubled the results of the S & P 500, the most-cited benchmark of US stocks.

Of course, all Stanford Wealth client portfolios are individually managed to match each client’s goals and risk parameters.  

Every month we will place the actual portfolio here.  Will it be perfect for you?  Possibly not — that is why we offer our personalized advisory services and watch your portfolios as if they were our own.