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.
|
