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Rex Jacobsen

Investment Newsletter Editor

Investment Strategy

As the Sr. Editor of www.BeatTheStockMarket.com (an online investment newsletter) I use my accounting background (from being a tenured college accounting instructor at Lake Washington Institute of Technology) and extensive investment experience in combination with behavioral finance and fundamental analysis to find companies that beat the market. I look for strategies that others are likely to overlook due to investor behavioral biases.


Funds
(RMF) Beat The Stock Market.com
MODEL INCEPTION (03/16/2002) AVG. ANNUAL RETURN S&P TOTAL RETURN Actions
16+ YRS 12.52% 7.79% View Fund Stats Track Fund
RETURN PERIOD (As Of: 06/30/2018) AVG. ANNUAL RETURN S&P TOTAL RETURN ACHIEVEMENTS
10 YRS 9.01% 7.24% Fund has a 10 year track record.  
5 YRS 11.52% 16.37% Fund has a 5 year track record.  
3 YRS 13.65% 11.16% Beat the 50th percentile of mutual funds over 3 years.  
1 YR 37.31% 15.43% Beat the 75th percentile of mutual funds over 1 year.  
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Achievements
  • RMF Beat the 50th percentile of mutual funds over 3 years.
    Jun 30, 2018
  • RMF Beat the 75th percentile of mutual funds over 1 year.
    Jun 30, 2018
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