ERS’s Income Model I™ (IM I™) produced the results below in 4 historic studies:
Income Model I™ – 3-Year Study
Average 1-year return: 19.6%
Average annualized dividend: 3.4%
| Hold Period |
# of Co’s |
IM I™ Return |
S&P 500 Return |
| 3 Months | 83 | 7.4% | 1.7% |
| 6 Months | 78 | 10.4% | 3.1% |
| 9 Months | 65 | 14.1% | 6.9% |
| 1 Years | 58 | 19.6% | 9.6% |
| 1.5 Years | 32 | 31.5% | 4.0% |
Income Model I™ – 5-Year Study
Average 1-year return: 74.1%
Average annualized dividend: 5.2%
| Hold Period |
# of Co’s |
IM I™ Return |
S&P 500 Return |
| 3 Months | 195 | 21.1% | 13.1% |
| 6 Months | 192 | 24.4% | 20.2% |
| 9 Months | 181 | 44.2% | 29.2% |
| 1 Years | 175 | 74.1% | 37.5% |
| 2 Years | 149 | 114.7% | 64.2% |
Income Model I™ – 10-Year Study
Average 1-year return: 62.8%
Average annualized dividend: 4.9%
| Hold Period |
# of Co’s |
IM I™ Return |
S&P 500 Return |
| 3 Months | 217 | 17.1% | 9.8% |
| 6 Months | 214 | 21.6% | 15.2% |
| 9 Months | 204 | 39.2% | 22.2% |
| 1 Years | 198 | 62.8% | 28.6% |
| 2 Years | 174 | 85.3% | 48.3% |
Income Model I™ – 25-Year Study
Average 1-year return: 41.4%
Average annualized dividend: 5.1%
| Hold Period |
# of Co’s |
IM I™ Return |
S&P 500 Return |
| 3 Months | 349 | 8.5% | 3.8% |
| 6 Months | 343 | 15.0% | 6.3% |
| 9 Months | 337 | 27.3% | 9.8% |
| 1 Years | 332 | 41.4% | 14.0% |
| 2 Years | 314 | 65.2% | 22.5% |
Our Income Model I™ would have produced exceptionally positive returns over the past 25 years. Consider these 5 thoughts:
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Below are the 25% best-performing IM I™ stocks from the last 10 years:
| Company | Buy Date |
Gain to 12/31/23 |
| Micron Tech. | 2/11/2016 | 796% |
| Dillard’s | 1/10/2017 | 767% |
| Alliance Res. | 5/18/2020 | 764% |
| M/I Homes | 1/15/2016 | 651% |
| Diamondback | 3/9/2020 | 584% |
| Cimarex Energy | 3/17/2020 | 583% |
| Dick’s Sporting | 8/15/2017 | 573% |
| Boise Cascade | 11/30/2018 | 570% |
| Nucor | 3/23/2020 | 567% |
| Modine Manuf. | 8/19/2015 | 545% |
| Materion | 1/19/2016 | 543% |
| MGM Resorts | 3/18/2020 | 526% |
| D.R. Horton | 12/23/2016 | 510% |
| ConocoPhillips | 3/18/2020 | 495% |
| FTAI Aviation | 5/18/2020 | 486% |
| Tanger | 3/27/2020 | 468% |
| Ryman Hospitality | 3/17/2020 | 456% |
| KB Home | 1/15/2015 | 452% |
| Company | Buy Date |
Gain to 12/31/23 |
| Arbor Realty Trust | 4/3/2020 | 447% |
| Asbury Auto. | 4/3/2020 | 434% |
| GameStop | 3/19/2018 | 429% |
| Williams-Sonoma | 3/12/2020 | 415% |
| H&E Equipment | 3/17/2020 | 407% |
| UFP Industries | 12/17/2018 | 403% |
| SkyWest | 4/28/2014 | 394% |
| PulteGroup | 10/18/2018 | 391% |
| Steel Dynamics | 5/23/2019 | 385% |
| Skyline Champion | 3/17/2020 | 380% |
| Westlake | 3/12/2020 | 362% |
| Diamondrock Hosp. | 3/18/2020 | 348% |
| Lithia Motors | 10/2/2018 | 347% |
| ArcBest | 5/13/2019 | 347% |
| Evercore | 3/12/2020 | 329% |
| GATX | 1/19/2016 | 317% |
| Winnebago Indus. | 9/22/2015 | 316% |
| SM Energy | 1/19/2016 | 310% |
| Company | Buy Date |
Gain to 12/31/23 |
| Abercrombie & Fitch | 12/2/2014 | 301% |
| Mosaic | 3/12/2020 | 289% |
| Sonic Auto. | 11/20/2018 | 280% |
| Phillips 66 | 3/23/2020 | 274% |
| Ingles Markets | 8/17/2017 | 268% |
| M.D.C. Holdings | 3/18/2014 | 266% |
| MGIC Investment | 3/18/2020 | 261% |
| Louisiana-Pacific | 10/24/2018 | 257% |
| Adtalem Global Edu. | 2/5/2016 | 252% |
| AAR | 9/28/2015 | 249% |
| AGCO | 10/7/2014 | 247% |
| Lennar | 3/12/2020 | 238% |
| Cooper Tire | 3/17/2020 | 236% |
| Ford | 3/18/2020 | 234% |
| Shoe Carnival | 11/27/2015 | 232% |
| Sanderson Farms | 7/20/2015 | 231% |
| MDU Resources | 6/1/2023 | 227% |
| Albany Int’l | 3/18/2020 | 225% |