Hulbert Ratings
Hulbert Ratings is a financial publisher geared towards sophisticated traders and institutional investors. Hulbert Ratings gives investors a clear, quantifiable measure of how well various advisory services have performed over time. The firm offers a quantitative tool developed by Mark Hulbert to measure the performance of investment advisory newsletters. Their tool tracks the buy and sell advice of investment newsletters and evaluates performance using various metrics to arrive at a risk-adjusted performance score. Newsletters pay Hulbert Ratings LLC a flat fee to be tracked and audited.
The Hulbert Rating is widely recognized for its impartiality, transparency, and reliability in the financial industry, making it a trusted tool among investors and financial advisors.
It assesses the risk-adjusted returns of different investment strategies, taking into account both overall returns and portfolio volatility
The site publishes performance scoreboards that show newsletter ratings for the most recent 12-month period and historical ratings over the trailing 3, 5, 10, 15, 20, and 30 years.
The higher the risk-adjusted return, the better the portfolio's performance.
HULBERT RATING TOOL
A Hulbert rating is a score that tracks the performance of an investment newsletter over time.
The rating system provides investors with a benchmark for comparing and evaluating different newsletter recommendations.
It helps investors make more informed decisions by considering the historical performance of newsletter recommendations and their associated risks.
Hulbert’s approach uses actual, audited performance data, rather than cherry-picked results, making it more reliable.
HULBERT FINANCIAL DIGEST
The Hulbert Financial Digest was founded in 1980 with the goal of tracking investment advisory newsletters, writes, and investment strategies.
HFD was recognized for its objective analysis of investment advice and the long-term performance of various financial newsletters and strategies.