MintKit Growth Index – Final Report

 

A Lean Benchmark of the Stock Marketfor Spry Growth at Modest Risk 

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A pool of lively stocks based on equal weighting can beat the top benchmark of the bourse at modest risk over a representative window that covers a full cycle of boom and bust. Moreover, the setup requires a minim of time and effort; to wit, culling a dozen stocks or less in a single session lasting a couple of hours each year.

The lean strategy was tracked by the MintKit Growth Index (MGX). Since the streamlined method applies to portfolios both large and small, it befits a personal account as much as a large vessel such as a mutual fund or a pension fund. In particular, the lithe approach suits a busy investor who can devote only a dollop of time and effort to minding their portfolio.

The case study ran for half a decade starting in 2018. During this stretch, the representative window on the market spanned four years ending in 2021. Over that timespan, the sparky lodestar eclipsed the top benchmark of the bourse; namely, the S&P 500 Index (SPX). More precisely, the MGX gained 18.4% per year on average as opposed to 15.5% for the SPX over the same period.

In short, the study affirmed the merits of a combo of equal weighting, deft selection, and light handling of a lean portfolio. Simply put, a demure but mindful approach to tending spry stocks using equal weights can outpace the SPX. Moreover, the superior performance may be attained at modest risk by devoting only a couple of hours in a single session each year.

 

Note

The full review is titled “MintKit Growth Index – Final Report”. The document may be downloaded in PDF mode at MintKit Gist or Internet Archive.

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