How a $500 Investment Grew in Our Primary
Stock Portfolio (Spin-Off Stocks) Versus The S&P 500
Annual Returns of Our Recommended Stock Portfolios
& Screens
Primary SP: Primary
Stock Portfolio (spin-off stocks), 33.1%
annual return (1,821.5%
total return) from inception (12/31/97) to 05/03/2008.
S&P 500 annual return over the same time period: 3.7%.
The average sale for this portfolio has resulted in a gain
of 94.9%.
The percentage of stocks sold in this portfolio that have
resulted in a gain: 74%.
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 beat the rest of the stock
market? Go here
for more information. 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.
High Dividend: High-Dividend
Blue Chip Stock Portfolio, 19.2%
annual return (140.3%
total return) from 5/5/2003 (the date of inception) to 05/03/2008.
S&P 500 annual return over the
same time period: 8.8%.
 Bear
Market: Bear
Market Portfolio, 9.0%
annual return since inception on 5/2/2005. The portfolio
is based on four recession-resistant industries
which returned 19.2% per year during the
2000-2003 bear market.
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, 28.5%
annual return since the portfolio's inception on 8/18/2006.
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, 15.1%
annual return since the portfolio's inception on 8/18/2006.
This stock portfolio is designed for those seeking dividend
income from value stocks.
International: International
Portfolio, 26.4%
annual return since 8/28/2006 when individual stocks were
added (26.1%
annual return when including the no-load world funds recommended
in 2003).
 Industry-Sector: Industry/Sector
Spotlight, 30.3%
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.
Annual Returns of Our Recommended Mutual
Fund Portfolios
O-S: One-Stop
Shopping Portfolio: For Those Wanting Only One Mutual Fund
19.1%
annual return from inception (5/5/2003) to 05/03/2008.
S&P 500 annual return over the same time period: 8.8%.
The portfolio's total return is 139.9%
versus 52.6%
for the S&P 500.
H-R: Highly-Rated
No-Load Fund Portfolio, 19.5%
annual return from inception (5/5/2003) to 05/03/2008.
S&P 500 annual return over the same time period: 8.8%.
The portfolio's total return is 143.1%
versus 52.6%
for the S&P 500.
Annualized Returns of
Our Option Portfolio
Option
Portfolio: The average option (past and present) in our Option Portfolio has risen 41.9%
with the average holding period being 7 months. Annualized, that's a return of
82.4% per year. LEAPS (Long-Term Equity Anticipation Securities)
are occasionally recommended along with options of shorter length. Because options
can be very risky, we are extremely selective about the recommendations we add
to this portfolio. Therefore the number of options in this portfolio is very low
with only a handful being recommended at most. At times, no options meet our criteria
for qualification into this portfolio.
There is currently one option
recommended in the portfolio, but subscribers who are comfortable
purchasing options often buy options based on our recommendations
in our Primary
Stock Portfolio.
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Return data updated on May 3, 2008
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Annual Returns Of Short-Term Stock Screens
(Available Apart From Our Monthly Subscription)
Most of our subscribers are
long-term investors, but we do offer stock-screening criteria
for short-term trading separate from our monthly subscription
... More>>
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Our
investment newsletter's Primary Stock Portfolio
has risen 1,821.5%
since 1998 (33.1%
per year). The average gain for each stock
sold in this portfolio is 94.9%.
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Our
model mutual fund portfolio is returning 19.5%
per year.
- We are constantly searching
for the best rates for money market funds and
interest-bearing checking accounts. Our
findings: an interest-bearing checking account
paying 4.0%
and a floating rate account paying 3.76%.
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The average option (past and present) in our Option Portfolio has risen 41.9%
with the average holding period being 7 months. Annualized, that's a return of
82.4% per year. LEAPS (Long-Term Equity Anticipation Securities)
are occasionally recommended along with options of shorter length. Because options
can be very risky, we are extremely selective about the recommendations we add
to this portfolio. Therefore the number of options in this portfolio is very low
with only a handful being recommended at most. At times, no options meet our criteria
for qualification into this portfolio.
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We offer an on-line investment newsletter recommending
a variety of portfolios. Sign up now for a Monthly
Subscription.
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