Primary
Stock Portfolio (spin-off stocks),
31.9%
annual return from inception (December 31, 1997) to January 1, 2012.
That's equivalent to a 24.1%
compound annual growth rate. Over the same timer period,
the S&P 500 return 1.9%
annually, equivalent to a compound annual growth rate of
-1.9%.
The average sale for this portfolio has resulted in a gain
of 76.3%.
The percentage of stocks sold in this portfolio that have
resulted in a gain: 71.3%.
Aggressive investors often boost these returns even higher
by purchasing options on these stocks, something we occasionally
do in our Option Portfolio. What are
spin-off stocks and why do they tend to beat the rest of
the stock market? Go here
for more information. The graph at the top of this page
shows full-year data. We also provide a calendar
of recent and pending spin-off stocks. This list is
provided for investors who want a starting point to investigate
other spin-off opportunities on their own and/or purchase
spin-offs before they are added to our Primary Stock Portfolio.
And we also occasionally spotlight Speculative
Spin-offs for those looking for spin-offs with extremely
higher-than-average potential.
High-Dividend
Blue Chip Stock Portfolio, 14.5%
annual return from the date of inception (May 5, 2003) to
January 1, 2012.
During the same time period, the S&P 500 had an annual
return of 3.6% .
Total return comparison: 221.9%
for our High-Dividend Blue Chip Stock Portfolio versus
35.7%
for the S&P 500.
Bear
Market Portfolio, 6.5%
annual return since inception on May 2, 2005. During the
same time period, the S&P 500 had a return of 1.2%
per year. The portfolio is based on four
industries which returned 19.2% per year
during the 2000-2003 bear market. Total return comparison:
51.7%
for our Bear Market Portfolio versus 8.2%
for the S&P 500.
Cornerstone
Growth Stock Screen seeks momentum-driven growth
stocks trading at a reasonable price. Back-testing shows
that buying all 50 stocks from this stock screen and holding
for one year resulted in a return of 29.6%
per year.
Value
Stock Portfolio, 12.4%
annual return since the portfolio's inception on August
18, 2006. During the same time period, the S&P 500 had
a return of -0.6%
per year. Total return comparison: 87.4%
for our Value Stock Portfolio versus -3.4%
for the S&P 500. This stock portfolio is designed for
those seeking undervalued stocks, also known as "value"
stocks. The stocks in this portfolio may or may not pay
dividends.
High-Yield
Value Stock Portfolio, 8.3%
annual return since the portfolio's inception on August
18, 2006. During the same time period, the S&P 500 had
a return of -0.6%
per year. Total return comparison: 53.4%
for our High-Yield Stock Portfolio versus -3.4%
for the S&P 500. This stock portfolio is designed for
those seeking dividend income from value stocks.
International
Portfolio, 8.4%
annual return since August 28, 2006. During the same time
period, the S&P 500 had a return of -0.6%
per year. Total return comparison: 53.6%
for our International Portfolio versus -3.4%
for the S&P 500. Investing in international stocks can
add diversification to a portfolio while increasing the
portfolio's growth potential. Furthermore, investing internationally
is often a way to profit from a falling dollar.
Industry/Sector
Spotlight, 5.8%
annual return, is designed for experienced investors looking
to further diversify an already existing portfolio. Here
we highlight a few industry or sector plays that we believe
will be profitable.
Speculative
Spin-offs: While combing through the universe
of spin-off stocks to find the best candidates to include
in our Primary Stock Portfolio, we pass on stocks for a
variety of reasons. But we noticed that one type of spin-off
tends to either soar or crash in a spectacular fashion.
Since 2002, we have classified these spin-offs as "speculative
spin-offs" and they have gained an average of 47.4%
per year, albeit with excess volatility.
Annual
Returns of Our Recommended Mutual Fund Portfolios
Most of our subscribers are
long-term investors, but we do offer stock-screening criteria
for short-term trading separate from our monthly subscription
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