Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years  
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How a $500 Investment Grew in Our Primary Stock Portfolio (Spin-Off Stocks) Versus The S&P 500

Chart: How our spinoff stock picks have performed compared to the S&P 500

Legend: How Our Picks Did vs the S&P500



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Stock Portfolios
Mutual Fund Portfolios


Annual Returns of Our Recommended Stock Portfolios

Annual returns of our stock picks

Our Primary Stock Portfolio vs S&P 500 Since Inception (1998) 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.

Our High-Dividend Blue Chip Stock Portfolio vs S&P 500 Since Inception (2003) 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.

Average Return Of Recession-Resistant Industries During Bear Market of 2000-2003Bear 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.

Our Value Stock Portfolio vs S&P 500 Since Inception (2006) 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.

Our High-Yield Value Stock Portfolio vs S&P 500 Since Inception (2006) 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.


Our International Stock Portfolio vs S&P 500 Since Inception (2006) 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.

Our Industry/Sector Spotlight vs S&P 500 Since Inception (2003)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.

Our Industry/Sector Spotlight vs S&P 500 Since Inception (2003)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

Chart: How our mutual fund picks have performed compared to the S&P 500

O-S: One-Stop Shopping Portfolio: For Those Wanting Only One Mutual Fund 8.4% annual return from inception (May 5, 2003) to July 1, 2010. S&P 500 annual return over the same time period: 1.5%. The portfolio's total return is 78.6% versus 11.2% for the S&P 500.

H-R: Highly-Rated No-Load Fund Portfolio, 15.3% annual return from inception (May 5, 2003) to July 1, 2010. S&P 500 annual return over the same time period: 1.5%. The portfolio's total return is 177.4% versus 11.2% for the S&P 500.


Annualized Returns of Our Option Portfolio

Option Portfolio Annualized Return

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 81.9% 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 are currently no options recommended in the portfolio, but subscribers who are comfortable purchasing options often buy options based on our recommendations in our Primary Stock Portfolio.


 

Return data updated on July 1, 2010

 

Annual Returns Of Short-Term Stock Screens
(Available Apart From Our Monthly Subscription)

Annual Returns of Our Short-Term Stock Screens

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>>


 
  Subscriber Benefits:
  • Our investment newsletter's Primary Stock Portfolio has 31.92% per year since 1998. The average gain for each stock sold in this portfolio is 80.6%.
  • Our model mutual fund portfolio is returning 15.3% per year.
  • Our recommended discount brokers, including one that provides free trades....with a small catch.
  • 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 4.09% and a savings account paying 1.40%.
  • 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 81.9% 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.
  More Subscriber Benefits ...
 
 


We offer an on-line investment newsletter recommending a variety of portfolios. Sign up now for a Monthly Subscription.

 
 

 





31.92% Average Annual Gain For Our Primary Stock Portfolio (Spin-off Stocks) Since 1998 (22.94% Compound Annual Growth Rate)

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News About Recommended Stocks, Mutual Funds, & Events on Wall St.
(Complete Article List)

07/25/2010

Five Recommendations Receive New "Buy/Hold" Ratings

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07/16/2010

Buckeye Being Bought Out, Time to Sell & Reinvest Profits -- Seven Buy/Sell Signals for High-Yield Value Stock Portfolio

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07/07/2010

Fourteen New Spin-off Stocks Plus Updates

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07/02/2010

Cornerstone Growth Stockscreen Updated First Friday of Each Month

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06/24/2010

Three Recommendations Receive New "Buy/Hold" Ratings

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06/13/2010

New Spin-offs And Updates On Previously-Announced Spin-offs

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06/04/2010

Cornerstone Growth Stockscreen Updated First Friday of Each Month

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05/23/2010

Six More Dividend Increases Including a 67% Increase

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05/15/2010

Nine Recommendations Receive Changes of "Buy/Hold" Ratings

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05/07/2010

Cornerstone Growth Stockscreen Updated First Friday of Each Month

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05/02/2010

Nine New Spin-offs And Four Updates

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04/26/2010

Mariner Energy Surges 42% In One Day on Merger News -- Time to Sell -- Seven Buy/Sell Signals for Primary Stock Portfolio

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04/11/2010

Several New Spin-offs In the Pipeline

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04/02/2010

Cornerstone Growth Stockscreen Updated First Friday of Each Month

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03/29/2010

Updates on Two Proposed Spin-offs

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03/27/2010

Two Recommendations Receive Changes of "Buy/Hold" Ratings

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03/13/2010

Seven More Dividend Increases -- Economy Is Still Improving

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03/05/2010

Cornerstone Growth Stockscreen Updated

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02/27/2010

Five Recommendations Receive Changes of "Buy/Hold" Ratings

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02/13/2010

Sixteen New Spin-offs, Plus Two Spin-off Updates

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02/08/2010

Buy & Sell Signals for Mutual Fund Portfolio and Primary Stock Portfolio (Sell Post-Merger to Lock In 166% Gain)

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02/05/2010

Cornerstone Growth Stockscreen Updated

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01/22/2010

Taking Profits In International Stocks To Invest In a Lucrative Duopoly -- Today's Sales Beat The Market (+19.6% Gain versus -22.4% Loss For The Market)

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01/18/2010

Nine New Spin-off Opportunities Announced, Plus Two Spin-off Updates

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01/17/2010

Five Recommendations Receive Changes of "Buy/Hold" Ratings

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01/08/2010

Cornerstone Growth Stockscreen Updated

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12/31/2009

Buy/Sell Signals for Primary Stock Portfolio -- Speculative Spin-Off List Updated

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12/19/2009

Seven Recommendations Receive Changes of "Buy/Hold" Ratings

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12/13/2009

Employment Showing Substantial Improvement -- 50% & 10% Dividend Increases For Our Picks

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12/04/2009

Cornerstone Growth Stockscreen Updated

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11/29/2009

Oil Sands Spin-off Comes To Market -- AOL Spin-off A Bargain?

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11/21/2009

Five New Spin-off Stocks -- TWX Update

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11/14/2009

Five Recommendations Receive Changes of "Buy/Hold" Ratings

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11/06/2009

Cornerstone Growth Stockscreen Updated

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11/01/2009

Four New Spin-off Stocks

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10/25/2009

Six Recommendations Receive Changes of "Buy/Hold" Ratings

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10/18/2009

More Dividend Increases Show That Economy Is On The Mend

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10/02/2009

Cornerstone Growth Stockscreen Updated

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08/15/2009

Two Recommendations Receive Changes of "Buy/Hold" Ratings

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