In 2025 U.S. equities delivered another strong year, with the S&P 500 rising +16.4%, its third straight year of gains above 15%. Solid consumer spending, a resilient economy, and rapid advances in artificial intelligence fueled the rally, particularly in the technology sector. Yet even in… Read More »Everest Formula 2025 Performance Report
In 2024, the U.S. stock market experienced robust growth, with the S&P 500 achieving a +23.3% gain, marking its second consecutive year of over 20% returns. This performance was driven by strong consumer spending, a resilient economy, and significant advancements in artificial intelligence (AI), which… Read More »Everest Formula 2024 Performance Report
The last few months have been characterized by even more momentum than the already impressive first half of the year. We will look at how the Everest Formula has performed relative to the U.S. indices and the market outlook for the months ahead.
For the first time since the beginning of its operational phase, the Everest Formula underperformed the S&P500, registering +6.5% and +0.7% in the 3- and 10-stock strategies, respectively, caused by the boom of mega caps and growth factor for the six-month period. The S&P500 returns +14.7% in the same period.
Everest Formula had a solid performance, slightly beating the S&P500 index even though the index itself performed very well. The 3-stock strategy had a consistent gain of +13.5%, while the 10-stock strategy gained a more limited +11.3%, but with less volatility.
the Everest Strategy registered a solid average gain of +19.4% in H2-2023, setting the consolidated performance for 2023 at an impressive average of +34.9%, compared to the +24.3% of the S&P500 index. This article reviews the 2023 performance and analyze the best stocks that the Formula discovered in the second half of 2023.
While global equities posted a negative return in Q3, the Everest Formula registered an astounding performance of +19.9% and +9.5% with its 3-stock and 10-stock strategies. In this article, we will analyze the Q3 performance and look at the outlook for the following months.
The 3-stock strategy outperformed the market, registering a +16.6% return compared to the +14.6% recorded by the S&P500 index. The 10-stock strategy, after consistently beating the index in 2022, gives way slightly while still registering a solid +6.6% return.
Despite high volatility and a significant market drop, the Everest Formula still beat the U.S. stock index, albeit by having a negative return. From July 1 to December 31, the Everest Strategy registered an average gain of +8.8%, setting the consolidated performance for the whole of 2022 at an average of -10.3%, compared to the -19.5% of the S&P500 index.
The first 6 months of 2022 were marked by the dreaded stock market crash. The main causes were the war in Ukraine, an inflation not seen in over 40 years and a rapid rise in interest rates. This brought the negative sign to all markets… Read More »Everest Formula Performance Report for the first half of 2022
