WHAT RESULTS CAN I EXPECT FROM THE EJtB STRATEGY?
Our research indicates that EJtB has outperformed Just-the-Basics (simple indexing) over the past several years. It has also edged Upgrading by a slight margin since 1996, although Upgrading will likely outperform EJtB in the long-term, as all of the Upgrading portfolio dollars are invested to beat the market, whereas half of EJtB’s dollars are tied to the indexes. It seems reasonable to expect EJtB to provide returns somewhere between JtB and Upgrading. Our EJtB page shows how EJtB has performed over the past several years.
