THE RETURNS BEHIND THE IDEA
HISTORICAL PERFORMANCE DATA: K.I.S.S. RETURNS

 


The average return on these stocks purchased using KISS was 15.6% over 17 weeks, or 56.0% annualized:

  • Buying and holding the same stocks per year over this two-year period returned 32.9%.

  • Likewise, buying and holding the S&P 500 Index per year over this two-year period returned 19.1%.
 



 
        
FOR THE DJIA LIST FROM  1/29/98 TO  1/27/00 THERE WERE 51 BLOCKDESK BUYS:
 

STOCK

BUY
DATE
SELL
DATE
# OF
WEEKS
BUY
PRICE
SELL
PRICE
SIMPLE
GAIN
BUY &
HOLD
1.

AA

06/11/98

10/15/98

18

32.66

38.47

17.8%

86.8%

2.

AXP

09/03/98

11/19/98

11

77.00

101.81

32.2%

94.3%

3.
AXP
09/10/98
11/05/98
8
69.06
94.75
37.2%
94.3%
4.

BA

07/23/98

01/21/99

26

41.19

33.25

-19.3%

-5.1%

5.

BA

08/06/98

02/04/99

26

36.94

36.50

-1.2%

-5.1%

6.

C

08/20/98

02/18/99

26

37.08

35.33

-4.7%

86.8%

7.

C

08/27/98

02/25/99

26

32.67

38.42

17.6%

86.8%

8.

C

09/03/98

11/25/98

12

26.27

34.87

32.8%

86.8%

9.

C

09/10/98

01/07/99

17

23.53

39.08

66.1%

86.8%

10.

C

09/17/98

01/07/99

16

25.73

39.08

51.9%

86.8%

11.

C

09/24/98

01/07/99

15

26.60

39.08

46.9%

86.8%

12.

C

10/01/98

01/07/99

14

23.53

39.08

66.1%

86.8%

13.

C

06/03/99

10/28/99

21

42.13

54.13

28.5%

86.8%

14.

KO

09/03/98

03/04/99

26

61.94

62.94

1.6%

-8.2%

15.

KO

09/30/99

10/28/99

4

48.06

58.81

22.4%

-8.2%

16.

DIS

09/03/98

03/04/99

26

28.19

35.13

24.6%

4.5%

17.

DIS

09/17/98

01/14/99

17

25.63

36.06

40.7%

4.5%

18.

EK

01/14/99

07/15/99

26

70.31

72.13

2.6%

-6.4%

19.

GE

09/03/98

11/05/98

9

77.75

90.81

16.8%

83.6%

20.

GM

09/10/98

11/12/98

9

45.65

54.92

20.3%

67.9%

21.

GM

10/08/98

10/22/98

2

41.03

50.41

22.8%

67.9%

22.

GM

06/10/99

12/09/99

26

64.69

72.69

12.4%

67.9%

23.

GM

08/06/99

12/02/99

17

60.13

72.13

20.0%

67.9%

24.

HWP

06/04/98

12/03/98

26

61.56

62.19

1.0%

79.0%

25.

HWP

06/18/98

12/17/98

26

56.69

65.56

15.7%

79.0%

26.

HWP

09/23/99

12/23/99

13

94.25

112.50

19.4%

79.0%

27.

HWP

10/28/99

11/18/99

3

71.06

94.63

33.2%

79.0%

28.

IP

08/27/98

09/24/98

4

39.44

46.88

18.9%

0.3%

29.

MCD

09/17/98

11/12/98

8

28.16

35.34

25.5%

57.0%

30.
MRK
05/20/99
11/18/99
26
72.00
78.69
9.3%
26.2%
31.
JPM
08/13/98
02/11/99
26
116.81
106.19
-9.1%
21.5%
32.
JPM
09/03/98
03/04/99
26
88.00
113.44
28.9%
21.5%
33.
JPM
09/10/98
11/25/98
11
85.50
112.75
31.9%
21.5%
34.
JPM
09/17/98
03/11/99
25
89.75
119.19
32.8%
21.5%
35.
JPM
09/24/98
11/25/98
9
87.19
112.75
29.3%
21.5%
36.
JPM
10/01/98
11/19/98
7
80.75
106.38
31.7%
21.5%
37.
JPM
10/08/98
11/05/98
4
80.06
104.25
30.2%
21.5%
38.
MO
04/30/98
09/24/98
21
37.31
46.38
24.3%
-49.5%
39.
MO
04/01/99
06/10/99
10
34.56
42.25
22.2%
-49.5%
40.
MO
04/08/99
06/10/99
9
34.31
42.25
23.1%
-49.5%
41.
MO
04/22/99
06/10/99
7
34.56
42.25
22.2%
-49.5%
42.
S
10/01/98
04/01/99
26
41.31
44.69
8.2%
-33.4%
43.
S
10/08/98
04/08/99
26
40.56
45.25
11.6%
-33.4%
44.
UK
09/17/98
11/25/98
10
37.44
45.69
22.0%
30.0%
45.
UTX
05/20/99
11/18/99
26
63.00
58.44
-7.2%
33.6%
46.
WMT
05/27/99
10/07/99
19
41.13
51.31
24.8%
195.5%


OPEN POSITIONS

The following positions were marked to market close on 1/27/00, the end date for this two-year example. Under the K.I.S.S. strategy, these would still be open positions.

47.

GT

09/23/99

01/27/00

18

44.25

24.63

-44.4%

-60.4%

48.

GT

11/24/99

01/27/00

9

34.56

24.63

-28.8%

-60.4%

49.

JPM

08/06/99

01/27/00

25

122.94

125.63

2.2%

21.5%

50.

S

08/06/99

01/27/00

25

40.81

31.25

-23.4%

-33.4%

51.

S

09/02/99

01/27/00

21

33.63

31.25

-7.1%

-33.4%


To see the results of using this strategy on all stocks over the 24 months ended 1/27/00, click here.

The above results are for illustrative purposes and do not constitute trading recommendations. Historical experience is no guarantee of future results and may not be repeated in different market circumstances. , Inc. makes no warranties, express or implied as to the completeness, accuracy or merchantability of its information for trading or other use, and disclaims any responsibility for direct, consequential, or other damage arising from its use by others acting at their own risk for their own or others' benefit.