Annual Returns of Our Individual Portfolios
Since Inception
Our Total Return |
S&P 500 Total Return |
|
1,223.1% |
14.9% |
|
Our Average Annual Return |
S&P 500 Average
Annual Return |
|
31.93% |
1.2% |
| |
| |
| |
|
|
Our Total Return |
S&P 500 Total Return |
|
134.1% |
20.3% |
|
Our Average Annual
Return |
S&P 500 Average
Annual Return |
|
|
|
| |
| |
| |
|
Our Total Return |
S&P 500 Total Return |
|
60.4% |
-14.4% |
|
Our Average Annual
Return |
S&P 500 Average
Annual Return |
|
|
|
|
|
| |
| |
| |
|
|
Our Total Return |
S&P 500 Total Return |
|
19.4% |
-14.4% |
|
Our Average Annual
Return |
S&P 500 Average
Annual Return |
|
|
|
| |
| |
| |
|
|
Our Total Return |
S&P 500 Total Return |
|
35.2% |
-14.3% |
|
Our Average Annual
Return |
S&P 500 Average
Annual Return |
|
|
|
|
2Includes
only the individual stock recommendations which started
on 8/28/2006. Data last updated December 31, 2009. |
| |
| |
| |
|
|
Our Total Return |
S&P 500 Total Return |
|
96.4% |
9.9% |
|
Our Average Annual Return |
S&P 500 Average Annual Return |
|
10.6% |
1.5% |
| |
| |
| |
|
|
Our Total Return |
S&P 500 Total Return |
|
169.5% |
20.3% |
|
Our Average Annual Return |
S&P 500 Average Annual Return |
|
10.4% |
2.8% |
| |
| |
| |
|
|
Our Total Return |
S&P 500 Total Return |
169.5% |
20.3% |
|
Our Average Annual Return |
S&P 500 Average Annual Return |
|
16.1% |
2.8% |
| |
| |
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|
|
| 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. |
| |
| |
| |
|
|
Our Total Return |
S&P 500 Total Return |
8.5% |
-4.0% |
|
Our Average Annual Return |
S&P 500 Average Annual Return |
|
1.77% |
-0.9% |
| |
| |
| |
|
|
Our Total Return |
S&P 500 Total Return |
96.4% |
9.9% |
|
Our Average Annual Return |
S&P 500 Average Annual Return |
|
10.6% |
1.5% |
| |
| |
| |
|
|
Our Total Return |
S&P 500 Total Return |
|
41.1% |
20.3% |
|
Our Average Annual
Return |
S&P 500 Average
Annual Return |
|
|
|
| |
| |
| |
|
|
Our Total Return |
S&P 500 Total Return |
|
30.2% |
-8.2% |
|
Our Average Annual
Return |
S&P 500 Average
Annual Return |
|
|
|
| |
| |
| |
|
Our Total Return |
S&P 500 Return |
18.6% |
12.2% |
|
Our Annual Return |
S&P 500 Annual
Return |
6.0% |
4.0% |
|
*Starting in April 2008 we will no
longer track real-time performance of this stock screen
due to the time investment needed to track such a large
number of stocks. Since May of 2003, buying only the
stocks in the 4th, 5th, and 6th positions and holding
for a month has resulted in real-time returns 52% higher
than the S&P 500: 18.6% total return versus 12.2%. |
| |
| |
| |
|
|
Our Total Return |
S&P 500 Total Return |
|
|
20.3% |
|
Our Average Annual
Return |
S&P 500 Average
Annual Return |
|
|
|