Affichage des articles dont le libellé est Liquid Millionaire. Afficher tous les articles
Affichage des articles dont le libellé est Liquid Millionaire. Afficher tous les articles

mercredi 24 août 2016

Liquid Millionaire, ISACO, are they worth £2500 pa.

The long term performance results of the Sutherland Bros, aka ISACO found on their web site claims...total returns 121% from 31 Dec 1997 t0 31 Dec 2015.

The Sutherlands will share their fund picking selections with anyone who gives them £2500 per year. Is this good value?

Over the same period of time the SP500 + Divs returned 194%. and over exactly the same time period the Nasdaq minus Divs returned 245%.

Both index's easily outperformed the Sunderlands performance.
It appears the Sunderlands are costing their clients money.

As someone once said, a fund manager is usually an investors worst enemy.

Why would anyone hand over £2500 per year to underperform the market?
Have the Sunderland Bros found people with more money than sense?

Anyone buying a low load tracker fund could have do much better than the Sutherlands fund picking method and saved themselves a ton of money in wasted fees at the same time.


Liquid Millionaire, ISACO, are they worth £2500 pa.

vendredi 19 août 2016

Liquid Millionaire, drying up?

It's been a few years so how are the Sutherland Boys performing these days?

According to their performance records on their web site not real well.

They and their clients must be feeling the pain of underperforming their original 2007 benchmark, the Nasdaq.

But why change the benchmark to the FTSE? could it be that the Nas has outperformed their fund picking and switching abilities...ouch!

In fact the SP500 and just about every other sector has returned around twice what the Sutherland Boys have managed for their clients.

If the Sutherlands were that good why didn't they take Warren Buffetts $1,000,000 challenge?

There's a reason why switching and ditching funds underperforms, something the Sutherland Boys and their clients are finding out.


Liquid Millionaire, drying up?