Dear fellow Stock Rover subscribers, it’s Barry here again to share the 2021 results of the Liberated Stock Trader Beat the Market System (LSTBTM).
After leading the S&P500 and Nasdaq 100 by 10%-15% for most of the year, the system pulled back with the market in December but still marginally outperformed.
No one knows how long a system will perform so well, but so far, so good, with a track record of eight out of the last nine years of market-beating results.
This screener is exclusively available for download in the Stock Rover’s Investor Library for Premium Plus Subscribers.
- Market-Beating Performance 
- Performance by the Numbers 
- Beat the Market Screener Performance vs. S&P500, 2021 
- The LST Beat the Market Growth Stocks Strategy Performance Chart 
- LST Beat the Market Screener Produces a Diversified Portfolio 
- How Do I Use the LST Beat the Market System 
- Beat the Market Training Course 
- Summary & Next Steps 
- Warranty 
The results for the previous nine years are as follows.
|8 Year Performance||S&P500 % Gain Jan 1st to Dec 31st||LST Beat the Market Screener % Gain||Result|
|Average Yearly Return||15.27%||25.6%||Beat|
On average, the system returned 25.6% per year vs. the S&P 500’s 15.27%.
Performance by the Numbers
The LSTBTM growth stocks strategy has, since inception in 2012, returned 546% versus the S&P500, which gained 219%. This means a total outperformance of 102%. In 2021 the system outperformed the Nasdaq Composite, Nasdaq 100, and the DJ-30.
|Year||S&P500 index Returns ($)||LST Beat the Market Growth Strategy ($)|
|Cumulative 9 Year % Gain||219%||546%|
|LST Beat The Market By:||102%|
Beat the Market Screener Performance vs. S&P500, 2021
For 2021, the LST Beat the Market Growth Stock Strategy outperformed the market by 15% in the second half of the year and ended up marginally outperforming the market by 0.3%.
LST Beat the Market Growth Stocks Strategy Performance Results Chart 2021. In 2021, 35 stocks met the screening criteria.
The LST Beat the Market Growth Stocks Strategy Performance Chart
LST Beat the Market Strategy Performance vs. S&P 500 2013 to Jan 2022
LST Beat the Market Screener Produces a Diversified Portfolio
One of the many things I love about Stock Rover is its excellent portfolio management tools. Using [Portfolio Tools] -> [Correlation] in Stock Rover, you can visualize how well diversified a portfolio is.
Filtering only on stocks with a correlation over 0.7 shows you any potential risk areas. As you can see below, there are very few items of concern.
How Do I Use the LST Beat the Market System
No system is perfect or guaranteed to work indefinitely. Did you know that according to Standard & Poor’s yearly SPIVA report, 92% of active fund managers fail to beat the S&P 500 results in any three years?
For 2022 My Approach Is.
- 30% of my portfolio invested in the LSTBTM Stocks
- 20% in other growth stocks
- 50% invested in a NASDAQ-100 Index ETF
This is my strategy only, and it meets my risk tolerance needs.
I rebalance the stock selection every January/ February. For 2022, the screener is returning 35 stocks to choose from. 35 stocks is a lot to buy, so you may want to select those you believe will be the best. The Stock Rover Research Reports  can help you do that.
Always perform your due diligence before buying stocks, and don’t forget to use the excellent warnings system in Stock Rover’s Insight Panel.
Beat the Market Training Course
The Beat the Market Screener is free for all Stock Rover Premium Plus subscribers, but if you optionally need a detailed training course on the logic, criteria, backtesting and how to practically implement the system with Stock Rover, please visit: Beat the Stock Market Training .
Summary & Next Steps
I wish you the best of luck with your investments in 2022. It promises to be a volatile year as we emerge from pandemic to inflation to European war.
This year I will be tracking the system’s performance every month, not just yearly, so next year I will be able to report performance on a rolling month-by-month basis.
If you have any feedback or questions, please leave a comment below.
Barry D. Moore CFTE (IFTA)
Founder: www.liberatedstocktrader.com 
Education: Pro Stock Investing Training 
As with any stock market investing system, nothing is guaranteed to work in the future as it did in the past. In fact, the more institutions that utilize a system, the more ineffective it becomes. So this beat the market screener, and LiberatedStockTrader.com accepts no liability for your use of this work. Liberated Stock Trader does not recommend purchasing specific stocks and assumes no liability for losses incurred.