Great performance in one year could be an accident. Performance repeated over seventeen years is a track record. The Mastermind Group was created in 2009 to help clients avoid corrections like 2008.
The secret is to make at least 80% of the market return in good years and avoid 80% of the losses in the bad years. This is only possible by managing your portfolio like a professional. We are most concerned with avoiding the losses, volatility, and drawdowns of the bad years. Because “losses have a greater negative impact, than profits have a positive benefit.” For this reason it is more important to avoid the bad years than to outperform in the good. The Mastermind Group has been able to do both.
S&P Return: 16.40%
MMGroup Average Return: 22.58%
MMGroup Performance vs S&P: 137.7% (MMGroup averaged a 37% better return)
35.7% of members outperformed the market
85.7% of members had double digit returns
Top four members averaged 32%.
Our primary goal in an up year is to capture 80% or better of the S&P return. In 2025 80% of the members captured 80% or better of the S&P return.
The group has captured 80% or more in every years since 2009, except 2023 when we captured 73%.
We have also avoided every correction since 2009 by 80% or more. Except 2015 at 48% and 2022 at 73% avoidance.
If you capture 80% of the market in the good years and avoid 80% of the losses in the bad years, you out perform everybody, with less risk, volatility, and drawdown. You will also have a greater total return and increase in buying power.
If you would like to discuss joining the Mastermind Group email me at lloyd@lloydwilliams.co
If you would like to read more about the Mastermind Group click here: https://wlloydwilliams.substack.com/p/mastermind-group
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