December 2018 Performance “Robert’s 2018 Vintage SaaS Index”

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December 2018 performance. The December to remember, what a pounding the general stock market took, but the SaaSy Index fared extremely well compared to pretty much everything else. When you consider I started the index in May 2018 to end the year up 0.40% is great! If I had started the index in January 2018 it would be up over 40%! Compare the annual performance of the SaaSy index to any major index and you will see why I like this sector. Below is the monthly performance broken down along with the cumulative performance since May 2018.

December 2018 SaaSy Index Performance: -4.44%

November 2018 SaaSy Index Performance: 4.39%

October 2018 SaaSy Index Performance: -14.14%

September 2018 SaaSy Index Performance: -0.70%

August 2018 SaaSy Index Performance: 16.39%

July 2018 SaaSy Index Performance: -1.10%

June 2018 SaaSy Index Performance: 1.73%

May 2018 SaaSy Index Performance: 0.80% (May 11-30th)

Cumulative Return since inception May 11th 2018: 0.40%

Cumulative Benchmark Comparison from inception of the index to December 2018

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Here is a quick look at what the road looked like to get here since inception in May 2018

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And finally a look at how each SaaS stock contributed to the performance.

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SaaS has been a strong group of stocks to own compared to the broader market in 2018. I expect the trend to continue in 2019 and beyond. I think we are looking at a 5-10 year trend that is still in the early innings.



Your SaaS believer