These are my best long ideas to maximize return over a five year period. I first published this series of ideas in 2008 for investment at the beginning of the following year. The average annual return was +58% from 2009-2013. The 2014 YTD return is +32% as of February 1. This will track my ideas for the next five years.
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Motif Index RTN Since Creation
Stone Pier Value – Return Focus
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