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.
2025 Performance
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%.
2009-2025 Performance
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