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®.”   In February 2017, this publication became an online-only paid-subscription service on the “Marketplace” section of the investor website “Seeking Alpha.”  There was no interruption in service and no interruption in maintaining the portfolio.

The chart below shows our performance in that portfolio for the past 18 years.  This is a matter of public record.  Today, while Investor’s Edge® articles are proprietary to subscribers and clients, other articles by Mr. Shaefer regularly appear on Seeking Alpha, GuruFocus,, TalkMarkets and others. 

This is not any one individual’s actual portfolio!  It would be disingenuous (and illegal) to do so.  Why?  Because some clients want peace of mind, others want maximum growth, others somewhere in between.  Beware any advisor who claims to show an actual client’s portfolio or an “aggregate” of results unless those results are published publicly as ours are.

Of course, all Stanford Wealth client portfolios are individually managed to match each client’s goals and risk parameters.   And remember, as well: “Past results are no guarantee of future performance.”  Our performance may simply have been good luck during these particular 18 years.