BI Research

Our Performance Record


Since founded in 1981, BI Research has frequently been ranked among the top stock picking investment newsletters for its performance. For example-

Recently our performance was tabulated by the Hulbert Financial Digest to have outperformed the S&P 500 by 4 percentage points per year over the past 10 years.

My favorite ranking is as of 12/31/04, among all stock picking investment newsletters followed by The Hulbert Financial Digest, BI Research was simultaneously ranked:                                            

  • 2nd for the past 20 years

  • 4th for the past 15 years

  • 2nd for the past 10 years and

  • 5th for the past 5 years.

The Hulbert Financial Digest has been independently ranking the performance of investment newsletters for more than 25 years.  Not to claim BI Research has been well rated without offering up some more evidence over the years, here is just a smattering of our Hulbert ratings taken from the last 20+ years:                                                                    

  • For the 20 years ending December 2007, we were ranked 5th

  • For the 10 years ending June 30, 2005, we were ranked 3rd.

  • For the 20 years ending December 31, 2004 we were ranked 3rd.

  • For the 5 years ending December 31, 2003, we were ranked 2nd.

  • For the 10 years ending December 31, 2003, we were ranked 4th.

  • For the 15 years ending December 31, 2003, we were ranked 4th.

  • For the 20 years ending December 31, 2003, we were ranked 2nd.

  • For the 15 years ending November 2002, we were ranked 4th.

  • For the 15 years ending February 1999, we were ranked 5th.

  • For the 10 years ending June 1997, we were rated 3rd.

  • For the 10 years ending December 1994, we were rated 2nd.

  • For the 10 years ending December 1993, we were rated number 1.

  • For the 3 years ending May 1993 we were rated 2nd.

  • For the 3 years ending December 1990 we were rated 3rd.

  • For the 8 years ending December 1991 we were rated number 1.

  • For the 2 years ending December 1985 we were rated number 1.

  • And even before Hulbert began to track us in 1984, a newsletter called Rating the Stock Selectors said (11/83)- "We obtained Financial World's list of top performing market letters as of July 1983. We are pleased to see they too rate BI Research very high. Very high is an understatement! FW had BI rated #1, with a portfolio gain of 157%."

So, we have been around for a while and highly ranked consistently over the years, right from the beginning.

If you're interested to hear what some investors have had to say about BI Research, click here.

Note - The above should not be construed as an endorsement by HFD nor as an indication of the success of future recommendations.

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