Beating Warren Buffett and the S&P
500 Again in 2004
05/29/2004
Our Primary Stock Portfolio's return this week was 6.2% versus
2.5% for the S&P 500. For the year, our portfolio is up
8.4% while the S&P 500 is up only 1.3%. Consistency has
been a key factor as our Primary Stock Portfolio has outperformed
the S&P 500 every month this year and every year since
1998. The portfolio is also outperforming Warren Buffett's
Berkshire Hathaway through May of this year as well as over
the last six and a half years.
The following are the returns of our recommended
portfolios.
Stock Portfolios
Portfolio
2003 Return
Since Inception
Primary Stock Portfolio
55.4%
35.2% Per Year
High-Dividend Blue Chip Stock Portfolio
34.2%
29.9% Per Year
Mutual Fund
Portfolios
Portfolio
2003 Return
Since Inception
Breakout No-Load Portfolio
27.8%
20.9% Per Year
Highly-Rated No Load Portfolio
20.5%
22.1% Per Year
"One Stop Shopping"*
36.3%
37.3% Per Year
Beginner Portfolio
19.5%
19.8% Per Year
Options
Portfolio
2003 Return
Since Inception
Options Portfolio
99.6%
122.3% 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.
Video Update: High-Yield Stock Portfolio: +22.53% Per Year, Dividend-Growth Stock Portfolio: +19.57% Per Year - 25 Best Dividend-Growth Stocks - Research Update 180
Happy Memorial Day to everyone, especially to my fellow veterans. Thank you for your service! The market is closed today, so we’ll post our list of weekly investments on Tuesday instead of Monday.
05/19/2025
Dividend-Growth Stock Portfolio: Weekly Investments (as featured on YouTube)
