Primary SP: Primary Stock Portfolio (spin-off stocks), 31.92% annual return from inception (December 31, 1997) to July 1, 2010. That's equvalent to a 22.94% compound annual growth rate. Over the same timer period, the S&P 500 return 0.48% annually, equivalent to a compound annual growth rate of 0.5%. The average sale for this portfolio has resulted in a gain of 80.6%. The percentage of stocks sold in this portfolio that have resulted in a gain: 68.6%. 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: High-Dividend Blue Chip Stock Portfolio, 12.7% annual return from the date of inception (May 5, 2003) to July 1, 2010. During the same time period, the S&P 500 had an annual return of 1.5%. Total return comparison: 135.8% for our High-Dividend Blue Chip Stock Porftolio versus 11.2% for the S&P 500.

Bear Market: Bear Market Portfolio, 0.63% annual return since inception on May 2, 2005. During the same time period, the S&P 500 had a return of -2.3% per year. The portfolio is based on four industries which returned 19.2% per year during the 2000-2003 bear market. Total return comparison: 3.3% for our Bear Market Porftolio versus -11.3% for the S&P 500.

Cornerstone: 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 Stocks: Value Stock Portfolio, 13.2% annual return since the portfolio's inception on August 18, 2006. During the same time period, the S&P 500 had a return of -5.9% per year. Total return comparison: 61.7% for our High-Yield Porftolio versus -20.9% 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.

Hi-Yld Value: High-Yield Value Stock Portfolio, 6.6% annual return since the portfolio's inception on August 18, 2006. During the same time period, the S&P 500 had a return of -5.9% per year. Total return comparison: 28.2% for our High-Yield Porftolio versus -20.9% for the S&P 500. This stock portfolio is designed for those seeking dividend income from value stocks.

International: International Portfolio, 7.7% annual return since August 28, 2006. During the same time period, the S&P 500 had a return of -5.9% per year. Total return comparison: 33.1% for our International Porftolio versus -20.8% 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: Industry/Sector Spotlight, 9.4% 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 48.0% per year, albeit with excess volatility.

Annual Returns of Our Recommended Mutual Fund Portfolios