Cornerstone
Stocks in Positions 1-10
The following Cornerstone
results are real-time returns (not back-tested returns)
and are updated through Friday's market close.
Stocks in the top ten
positions of the screen tend to perform better than
the other forty stocks. Since the stocks are ranked
by relative price strength, the reason for this superior
performance is price momentum. Thus far, buying the
stocks in the top 10 positions of each month's Cornerstone
Growth Stock Screen has resulted in a return of 11.3%
per year vs 8.4% for the S&P 500. This
methodology assumes a holding period of one year.
Cornerstone
Stocks in Positions 4-10
Stocks in the 1, 2,
and 3 positions have often risen so much that they
have a tendency to cool off. Therefore we track a
strategy that avoids these three stocks. Buying the
stocks in the 4-10 positions and holding for only
a month has resulted in a return of 30.7%
per year.
Cornerstone
Stocks in Positions 4-6
Buying the stocks in
the 4, 5, & 6 positions and holding for only a
month has resulted in a return of 35.7% per
year.
***
Short-Term
Portfolio
Inception date: 8/20/2004
Expanded: 9/14/2004
|
Portfolio Performance
|
Since Inception
on 9/14/2004 |
|
Assuming
No
Reinvestment of Profits: |
|
Overall Return |
Annual Return |
| Double Allocation Stocks* |
+103.1% |
+43.1% |
| Complete Portfolio |
+73.0% |
+31.9% |
|
Assuming
Reinvestment of Profits: |
|
Overall Return |
Annual Return |
| Double Allocation Stocks* |
+302.2% |
+102.1% |
| Complete Portfolio |
+176.2% |
+67.1% |
|
| S&P 500 |
+16.2% |
+7.9% |
|
Returns for the Short-Term
Portfolio and Double Allocation stocks assume profits
are not reinvested. If profits were reinvested for
these two portfolios, the returns would be higher.
