STAG

for US Investors

last updated September 24, 2021

13.0% compound annual growth since 1969 (53 years)

About This Strategy

This strategy is designed specifically to never miss the big multi-year moves in any of the major markets. Because of this it has had signficantly higher returns than the stock market over the long term. It chooses its holdings from a wide variety of funds including stocks, bonds, commodities and property, both from the US and internationally.

It selects the funds the "big money" - funds and institutions - are moving into. So it is on the big trends, such as the internet bubble or a property bull market. Historically it has also been safer, with smaller drops than the stock market because it has normally moved to safer assets before market crashes.

The strategy was named STAG as an acronym for "Strongest Trending Assets Globally" because this is generally what it holds.

Statistics below are from 1969 to 2021

Pain Measures

Worst Drops In Value

strategy
STAG
Worst PointPrev HighBottom
-26.5%Feb 19, 2020Mar 23, 2020
-25.7%Oct 05, 1987Oct 26, 1987
-25.1%Jan 21, 1980May 26, 1980
 
compare to
S&P 500 index fund
Worst PointPrev HighBottom
-55.3%Oct 09, 2007Mar 09, 2009
-47.5%Mar 24, 2000Oct 09, 2002
-45.0%Jan 11, 1973Oct 03, 1974
strategy
STAG
Worst PointPrev HighBottom
-26.5%Feb 19, 2020Mar 23, 2020
-25.7%Oct 05, 1987Oct 26, 1987
-25.1%Jan 21, 1980May 26, 1980
compare to
S&P 500 index fund
Worst PointPrev HighBottom
-55.3%Oct 09, 2007Mar 09, 2009
-47.5%Mar 24, 2000Oct 09, 2002
-45.0%Jan 11, 1973Oct 03, 1974

Longest Periods Without New Highs

strategy
STAG
DurationBeganEnded
45 monthsMar 10, 2000Dec 01, 2003
32 monthsJan 21, 1980Sep 20, 1982
26 monthsOct 31, 2007Jan 08, 2010
 
compare to
S&P 500 index fund
DurationBeganEnded
79 monthsMar 24, 2000Oct 26, 2006
58 monthsOct 09, 2007Aug 16, 2012
42 monthsJan 11, 1973Jul 12, 1976
strategy
STAG
DurationBeganEnded
45 monthsMar 10, 2000Dec 01, 2003
32 monthsJan 21, 1980Sep 20, 1982
26 monthsOct 31, 2007Jan 08, 2010
compare to
S&P 500 index fund
DurationBeganEnded
79 monthsMar 24, 2000Oct 26, 2006
58 monthsOct 09, 2007Aug 16, 2012
42 monthsJan 11, 1973Jul 12, 1976

If the main chart does not exactly match the stats in the boxes above, this is because the chart only shows month end values, whereas the stats are generated using portfolio values at the end of every single day.

STAG - Monthly & Annual Returns

% Profitable Months = 65.6%   Best Month Return = 18.2%   Worst Month Return = -20.3%   

YEARJanFebMarAprMayJunJulAugSepOctNovDecOVERALL
2021-0.2%3.0%2.6%5.5%1.9%0.6%-0.7%1.6%-0.7%14.3%
20202.4%-6.4%-10.4%6.5%1.3%1.1%4.6%2.7%-2.4%-1.6%5.3%4.0%5.9%
20195.5%1.6%2.2%0.4%-0.5%3.2%0.4%2.9%-0.3%1.1%0.9%1.6%20.5%
20185.4%-4.1%-1.7%0.0%1.9%-1.2%2.1%2.3%0.5%-7.5%0.6%-7.5%-9.6%
20172.1%2.0%0.1%0.7%0.5%1.3%2.3%0.3%1.4%2.3%1.5%0.9%16.4%
2016-3.3%0.5%3.1%0.2%-0.5%5.3%1.4%-2.2%-0.2%-2.9%0.9%1.0%3.0%
20150.4%1.8%0.0%-1.5%1.2%-2.0%2.8%-5.4%-2.2%5.7%-0.1%-0.9%-0.5%
2014-3.3%5.0%0.5%-0.2%2.0%2.9%-2.7%3.8%-3.4%2.5%2.2%0.1%9.4%
20134.4%0.5%3.3%3.1%-1.1%-1.2%4.9%-3.2%4.6%4.0%2.5%2.4%26.4%
20121.6%0.0%-0.0%1.1%-1.0%3.1%0.8%1.2%2.7%-1.3%0.6%2.0%11.1%
2011-1.4%3.4%1.9%3.3%-2.8%-2.1%-1.9%-4.0%-8.5%4.4%-0.2%0.3%-7.9%
2010-5.6%3.7%7.5%2.8%-8.4%-6.2%7.0%-2.2%5.7%2.0%-0.6%3.1%7.4%
2009-2.7%-2.0%2.5%-1.1%1.9%0.2%2.0%0.5%5.4%-2.8%5.5%3.7%13.4%
2008-5.4%3.3%-1.1%1.3%1.2%1.3%-3.4%-1.9%-4.0%-8.3%2.0%5.2%-10.1%
20071.8%-0.9%2.3%3.0%3.9%-1.3%-1.8%0.3%6.7%5.1%-6.8%2.3%15.0%
20069.2%-2.5%3.4%4.6%-4.7%-0.8%0.2%1.3%0.0%4.1%3.5%2.3%22.0%
2005-1.5%6.9%-2.7%-2.0%1.7%4.2%5.4%1.3%3.5%-5.0%3.0%3.4%18.8%
20041.4%2.1%0.5%-4.8%0.7%3.5%-2.3%0.7%3.7%1.9%7.0%2.2%17.4%
20031.1%0.7%-0.6%1.6%5.3%-0.7%-1.5%2.9%-0.1%6.6%1.8%5.3%24.5%
20020.9%2.0%0.2%1.0%1.2%-3.2%-9.3%2.5%-3.0%-2.7%0.3%3.8%-6.9%
2001-2.6%-0.1%-1.4%2.4%0.9%-3.6%1.5%-0.6%-5.6%3.3%-0.0%-0.3%-6.2%
2000-2.2%6.6%2.2%-7.0%-5.4%8.5%-3.0%5.9%-2.7%-3.3%-0.5%8.2%5.7%
19993.1%-3.6%3.9%3.3%-2.4%6.5%-1.0%-2.2%-0.2%4.6%4.0%9.9%28.0%
19981.2%7.5%5.8%0.1%-1.0%2.5%-0.7%-12.8%4.3%6.5%5.7%6.1%26.1%
19973.6%-1.3%-2.5%2.1%6.0%3.9%6.0%-3.3%6.4%-5.2%1.0%1.3%18.6%
19961.9%1.9%0.0%1.9%2.5%-0.9%-5.4%2.5%4.3%1.6%4.9%1.2%17.5%
1995-1.3%3.3%3.5%2.7%2.6%3.7%3.3%1.1%4.0%-1.4%3.5%0.1%27.9%
19944.6%-1.2%-4.7%1.5%-0.5%-3.1%2.6%4.9%-2.0%1.6%-4.6%1.2%-0.3%
19932.5%3.7%3.3%-1.6%3.4%1.8%1.5%4.7%0.2%0.3%-5.7%4.5%19.7%
19922.8%2.7%-2.8%1.3%1.0%-2.4%2.5%-1.3%0.4%-1.0%1.2%2.5%6.7%
19912.0%3.2%2.7%-0.4%2.7%-6.4%5.8%3.7%-0.4%2.5%-4.3%10.6%22.8%
1990-6.4%0.9%1.9%-3.3%7.4%1.0%0.7%-5.1%-2.7%-0.7%3.3%1.4%-2.4%
19895.5%-0.9%3.2%5.1%3.8%0.0%7.2%1.3%1.7%-3.5%3.0%3.6%33.9%
1988-0.7%0.1%0.3%-1.0%-0.8%0.9%-0.8%-0.4%3.1%1.3%-2.2%2.2%2.0%
19877.4%1.8%3.9%0.1%0.9%2.2%4.4%3.5%-0.3%-20.3%-2.6%3.5%1.6%
19862.6%8.9%7.2%-0.1%2.1%3.4%-0.7%5.3%-8.6%2.7%0.3%-2.4%21.5%
19853.7%-1.2%2.5%3.4%6.3%2.0%-1.0%1.2%-3.6%5.4%5.5%5.5%33.4%
1984-1.2%-3.0%2.1%1.6%1.1%-1.5%-0.8%3.6%0.7%1.0%0.5%2.1%6.4%
19837.8%3.6%1.2%9.8%5.7%3.4%-5.5%-2.7%1.8%-7.6%4.0%-0.2%21.6%
19820.6%0.6%-0.2%2.2%0.9%-1.6%3.1%4.1%3.4%4.0%1.4%1.7%21.9%
1981-1.6%2.2%7.9%1.9%2.7%-3.1%0.6%-1.5%-2.1%2.2%-3.1%1.8%7.7%
198018.2%8.3%-11.3%-8.0%-3.0%10.0%-4.6%0.2%4.2%-1.7%4.4%-4.7%8.7%
1979-0.1%5.8%-2.9%1.7%5.3%-1.7%5.2%4.1%12.0%-4.4%4.3%12.4%48.2%
19784.1%2.9%0.3%-2.4%5.6%0.8%4.1%2.0%2.9%9.9%-11.8%9.7%29.8%
1977-2.4%-0.5%2.1%-0.9%-0.9%0.1%0.7%0.7%3.0%4.6%-0.8%3.0%8.8%
19765.8%-0.1%1.9%-0.2%-0.5%2.5%-0.0%0.1%1.4%-0.8%0.2%2.2%13.0%
1975-1.8%1.8%-0.9%-2.7%1.1%1.9%-3.4%-0.7%-0.8%-0.2%2.7%-2.9%-5.9%
197410.5%13.9%1.2%-1.0%-3.4%-1.2%3.3%1.4%-5.8%5.9%2.4%0.1%29.2%
19730.3%12.5%2.9%-1.0%13.4%5.2%3.6%-8.4%-5.6%-1.0%1.4%6.6%31.4%
19725.5%1.7%-0.3%1.5%11.0%3.1%4.2%0.3%-2.1%0.9%1.9%1.6%32.6%
19711.3%1.6%2.0%3.0%-0.5%-1.1%1.4%0.0%1.6%-2.0%0.0%-2.8%4.5%
1970-0.5%-11.3%0.8%10.1%0.1%-2.1%-3.3%1.0%-1.0%0.5%-0.1%-0.1%-6.9%
19691.9%-0.7%5.4%3.5%-0.5%2.3%11.2%-8.1%4.4%8.1%29.6%