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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Annual Returns of Our Individual Portfolios Since Inception

 
High-Dividend Blue Chip Stock Portfolio
Inception: 5/5/2003
Performance as of March 1, 2024

Our Total Return
S&P 500 Total Return

2,770.6%
449.7%

Our Average Annual Return
S&P 500 Average Annual Return

17.5%
8.5%
 
 
Highly-Rated No-Load Fund Portfolio
Inception: 5/5/2003
Performance as of March 1, 2024

Our Total Return
S&P 500 Total Return
1,575.4%
449.7%

Our Average Annual Return
S&P 500 Average Annual Return

14.5%
8.5%
 
 
Socially Responsible Mutual Fund Portfolio
Inception: 5/5/2003
Performance as of March 1, 2024

Our Total Return
S&P 500 Total Return

655.2%
449.7%

Our Average Annual Return
S&P 500 Average Annual Return

10.2%

8.5%
 
 
Beginner Portfolio
Inception: 5/5/2003
Performance as of March 1, 2024

Our Total Return
S&P 500 Total Return

919.5%

449.7%

Our Average Annual Return
S&P 500 Average Annual Return

11.8%

8.5%


 





 

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News About Recommended Stocks, Mutual Funds, & Events on Wall St.
(Complete Article List)

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05/26/2023

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Eight Stock Ratings Changed, Resulting in a Total of 6 "Strong Buys" For Dividend Portfolio

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Go to full article list