Our Total Return |
S&P 500 Total Return |
|
1,877.5% |
30.1% |
|
Our Average Annual Return |
S&P 500 Average
Annual Return |
|
32.8% |
2.7% |
| |
| |
| |
|
|
Our Total Return |
S&P 500 Total Return |
|
122.1% |
36.3% |
|
Our Average Annual
Return |
S&P 500 Average
Annual Return |
|
|
|
| |
| |
| |
|
Our Total Return |
S&P 500 Total Return |
|
51.1% |
-3.1% |
|
Our Average Annual
Return |
S&P 500 Average
Annual Return |
|
|
|
|
|
| |
| |
| |
|
|
Our Total Return |
S&P 500 Total Return |
|
19.2% |
-3.1% |
|
Our Average Annual
Return |
S&P 500 Average
Annual Return |
|
|
|
| |
| |
| |
|
|
Performance
Of International Portfolio Since 20031 |
|
Our Total Return |
S&P 500 Total Return |
|
146.2% |
35.9% |
|
Our Average Annual Return |
S&P 500 Average Annual Return |
|
19.1% |
6.2% |
|
1Includes
global mutual funds recommended in 2003 in our One-Stop
Shopping Portfolio and the individual stock recommendations
started on 8/28/2006. |
| |
|
Performance
Of International Portfolio Since 20062 |
|
Our Total Return |
S&P 500 Total Return |
|
36.3% |
-3.1% |
|
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 07/06/2008. |
| |
| |
| |
|
|
Our Total Return |
S&P 500 Total Return |
|
215.7% |
24.4% |
|
Our Average Annual Return |
S&P 500 Average Annual Return |
|
27.1% |
4.6% |
| |
| |
| |
|
|
Our Total Return |
S&P 500 Total Return |
|
113.4% |
36.3% |
|
Our Average Annual Return |
S&P 500 Average Annual Return |
|
15.8% |
6.2% |
| |
| |
| |
|
|
Our Total Return |
S&P 500 Total Return |
140.9% |
36.3% |
|
Our Average Annual Return |
S&P 500 Average Annual Return |
|
18.5% |
6.2% |
| |
| |
| |
|
|
| 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 |
15.1% |
8.7% |
|
Our Average Annual Return |
S&P 500 Average Annual Return |
|
4.5% |
2.7% |
| |
| |
| |
|
|
Our Total Return |
S&P 500 Total Return |
215.7% |
24.4% |
|
Our Average Annual Return |
S&P 500 Average Annual Return |
|
27.1% |
4.7% |
| |
| |
| |
|
|
Our Total Return |
S&P 500 Total Return |
|
57.1% |
36.3% |
|
Our Average Annual
Return |
S&P 500 Average
Annual Return |
|
|
|
| |
| |
| |
|
|
Our Total Return |
S&P 500 Total Return |
|
23.1% |
3.9% |
|
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 |
|
50.4% |
36.3% |
|
Our Average Annual
Return |
S&P 500 Average
Annual Return |
|
|
|
