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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The Performance of Our Model Portfolios in 2003

01/02/2004 It's the start of another year and it's time to look back to see how our portfolios performed.

As it turns out, it was a fantastic year for all of our model portfolios. All of our portfolios outperformed the market. Our Options Portfolio was our best performer, returning 99.6% in only 5 months. Our Primary Stock Portfolio returned 55.8%. It has averaged 36.2% per year since 1998. Subscribers who have followed this portfolio from the start would now have a total return of 488.4%.

Stock Portfolios

Portfolio 2003 Return
Since Inception
Primary Stock Portfolio
55.4%
36.2% Per Year

High-Dividend Blue Chip Stock Portfolio
34.2%
56.5% Per Year

Mutual Fund Portfolios

Portfolio 2003 Return
Since Inception
Breakout No-Load Portfolio
27.8%
45.3% Per Year

Highly-Rated No Load Portfolio
20.5%
32.8% Per Year

"One Stop Shopping"*
36.3%
60.2% Per Year

Beginner Portfolio
19.5%
31.1% Per Year

Options

Portfolio 2003 Return
Since Inception
Options Portfolio
99.6%
420% Per Year

*Some people want to achieve diversification but only want to invest in one fund. This model mutual fund portfolio is our pick of the best mutual fund to invest in if a person only wants to invest in one fund. We narrowed it down to two funds, put them both in this portfolio, and let our subscribers decide which one to choose. You couldn't have gone wrong with either one since their annualized returns for 2003 were 62.0% and 59.2%.

Our flagship portfolio, called the Primary Stock Portfolio, was started at the end of 1997. Our Options Portfolio was started on 7/31/2003. All other portfolios were started on 5/5/2003 and their 2003 returns are annualized.

 




 

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