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 Legacy Portfolios Since Inception

 
High-Dividend Blue Chip Stock Portfolio
Inception: 5/5/2003
Performance as of August 14, 2025

Our Total Return
S&P 500 Total Return

3,490.6%
598.1%

Our Average Annual Return
S&P 500 Average Annual Return

17.44%
9.12%
 
 
Highly-Rated No-Load Fund Portfolio
Inception: 5/5/2003
Performance as of August 14, 2025

Our Total Return
S&P 500 Total Return
1,969.2%
598.1%

Our Average Annual Return
S&P 500 Average Annual Return

14.57%
9.12%
 
 
Socially Responsible Mutual Fund Portfolio
Inception: 5/5/2003
Performance as of August 14, 2025

Our Total Return
S&P 500 Total Return

851.2%
598.1%

Our Average Annual Return
S&P 500 Average Annual Return

10.64%

9.12%
 
 
Beginner Portfolio
Inception: 5/5/2003
Performance as of August 14, 2025

Our Total Return
S&P 500 Total Return

1,322.9%

598.1%

Our Average Annual Return
S&P 500 Average Annual Return

12.66%

 

9.12%


 




 

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

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Complete List of Alerts, Articles, & Updates

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