On a regular basis, the overall Performance of the SmallCap Informer newsletter picks are updated in the Track Record section of the website.
For purposes of tracking overall performance, an equal amount of each recommendation is purchased using the closing price (not the price in the issue) on the next market day after an issue is published. Dividends are recorded as cash income and are not reinvested. The same methodology is utilized for sales--the sell is recorded using the closing price of the stock on the next market day following publication of an issue or alert.
Performance is benchmarked to the performance of the S&P SmallCap 600 index as respresented by an ETF that tracks the index. It is our belief that the S&P SmallCap 600 index is a better representation of small company stocks that the Russell 2000 index.
We do not advocate purchasing all stocks recommended in the newsletter. Each subscriber should make their own decisions about stocks to buy and sell based on their personal risk tolerance, goals and objectives, and portfolio allocation and diversification needs. By tracking the performance of all of the newsletter selections, we intend to provide an idea about the average performance of stocks selected in SCI.
Contact the SCI team in the Discussion Forums if you have questions about the performance of the newsletter and its picks.