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Annual Returns of Our Individual Portfolios Since Inception

 
Primary Stock Portfolio
Inception Date: 12/31/1997
Performance as of July 1, 2010

Our Total Return
S&P 500 Total Return

1,402.1%
6.2%

Our Average Annual Return
S&P 500 Average Annual Return

31.92%
0.48%
 
 
 
High-Dividend Blue Chip Stock Portfolio
Inception: 5/5/2003
Performance as of July 1, 2010

Our Total Return
S&P 500 Total Return

135.8%
11.2%

Our Average Annual Return
S&P 500 Average Annual Return

12.7%

1.5%

 
 
 
 Value Stock Portfolio
Inception: 8/18/2006
Performance as of July 1, 2010
Our Total Return
S&P 500 Total Return

61.7%
-20.9%

Our Average Annual Return
S&P 500 Average Annual Return

13.2%

-5.9%

 
 
 
 High-Yield Value Stock Portfolio
Inception: 8/18/2006
Performance as of July 1, 2010

Our Total Return
S&P 500 Total Return

28.2%
-20.9%

Our Average Annual Return
S&P 500 Average Annual Return

6.6%

-5.9%

 
 
 
 International Portfolio
Inception: 8/28/2006
Performance as of July 1, 2010

Our Total Return
S&P 500 Total Return

33.1%
-20.8%

Our Average Annual Return
S&P 500 Average Annual Return

7.7%

-5.9%


2Includes only the individual stock recommendations which started on 8/28/2006. Data last updated July 1, 2010.
 
 
 
 Industry/Sector Spotlight
Inception: 9/15/2003

Our Total Return
S&P 500 Total Return

83.9%
1.6%

Our Average Annual Return
S&P 500 Average Annual Return

9.4%
0.2%
 
 
 
One-Stop Shopping No-Load Funds
Inception: 5/5/2003
Performance as of July 1, 2010

Our Total Return
S&P 500 Total Return

78.6%
11.2%

Our Average Annual Return
S&P 500 Average Annual Return

8.4%
1.5%
 
 
 
Highly-Rated No-Load Fund Portfolio
Inception: 5/5/2003
Performance as of July 1, 2010

Our Total Return
S&P 500 Total Return
177.4%
11.2%

Our Average Annual Return
S&P 500 Average Annual Return

15.3%
1.5%
 
 
Option Portfolio
Inception: 7/31/2003
Performance as of July 1, 2010

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.
 
 
 
Bear Market Portfolio
Inception: 5/2/2005
Performance as of July 1, 2010

Our Total Return
S&P 500 Total Return
3.3%
-11.3%

Our Average Annual Return
S&P 500 Average Annual Return

0.63%
-2.3%
 
 
 
Industry/Sector Analysis
Inception: 9/15/2003
Performance as of July 1, 2010

Our Total Return
S&P 500 Total Return
83.9%
1.6%

Our Average Annual Return
S&P 500 Average Annual Return

9.4%
0.2%
 
 
 
Socially Responsible Mutual Fund Portfolio
Inception: 5/5/2003
Performance as of July 1, 2010

Our Total Return
S&P 500 Total Return

40.2%
11.2%

Our Average Annual Return
S&P 500 Average Annual Return

4.8%

1.5%

 
 
 
Index Funds & Exchange-Traded Funds (ETFs) Portfolio
Inception: 9/23/2005
Performance as of July 1, 2010

Our Total Return
S&P 500 Total Return

29.1%
-15.2%

Our Average Annual Return
S&P 500 Average Annual Return

5.5%

-3.4%

 
 
 
Cornerstone Growth Stock Screen
Inception date: 5/6/2005
Performance as of April 2008*

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%.

 
 
 
Beginner Portfolio
Inception: 5/5/2003
Performance as of July 1, 2010

Our Total Return
S&P 500 Total Return

28.5%

11.2%

Our Average Annual Return
S&P 500 Average Annual Return

3.6%

1.5%

 

  Data updated on July 1, 2010.  


 





31.92% Average Annual Gain For Our Primary Stock Portfolio (Spin-off Stocks) Since 1998 (22.94% Compound Annual Growth Rate)

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

07/25/2010

Five Recommendations Receive New "Buy/Hold" Ratings

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07/16/2010

Buckeye Being Bought Out, Time to Sell & Reinvest Profits -- Seven Buy/Sell Signals for High-Yield Value Stock Portfolio

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07/07/2010

Fourteen New Spin-off Stocks Plus Updates

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07/02/2010

Cornerstone Growth Stockscreen Updated First Friday of Each Month

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06/24/2010

Three Recommendations Receive New "Buy/Hold" Ratings

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06/13/2010

New Spin-offs And Updates On Previously-Announced Spin-offs

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06/04/2010

Cornerstone Growth Stockscreen Updated First Friday of Each Month

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05/23/2010

Six More Dividend Increases Including a 67% Increase

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05/15/2010

Nine Recommendations Receive Changes of "Buy/Hold" Ratings

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05/07/2010

Cornerstone Growth Stockscreen Updated First Friday of Each Month

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05/02/2010

Nine New Spin-offs And Four Updates

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04/26/2010

Mariner Energy Surges 42% In One Day on Merger News -- Time to Sell -- Seven Buy/Sell Signals for Primary Stock Portfolio

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04/11/2010

Several New Spin-offs In the Pipeline

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04/02/2010

Cornerstone Growth Stockscreen Updated First Friday of Each Month

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03/29/2010

Updates on Two Proposed Spin-offs

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03/27/2010

Two Recommendations Receive Changes of "Buy/Hold" Ratings

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03/13/2010

Seven More Dividend Increases -- Economy Is Still Improving

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03/05/2010

Cornerstone Growth Stockscreen Updated

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02/27/2010

Five Recommendations Receive Changes of "Buy/Hold" Ratings

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02/13/2010

Sixteen New Spin-offs, Plus Two Spin-off Updates

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02/08/2010

Buy & Sell Signals for Mutual Fund Portfolio and Primary Stock Portfolio (Sell Post-Merger to Lock In 166% Gain)

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02/05/2010

Cornerstone Growth Stockscreen Updated

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01/22/2010

Taking Profits In International Stocks To Invest In a Lucrative Duopoly -- Today's Sales Beat The Market (+19.6% Gain versus -22.4% Loss For The Market)

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01/18/2010

Nine New Spin-off Opportunities Announced, Plus Two Spin-off Updates

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01/17/2010

Five Recommendations Receive Changes of "Buy/Hold" Ratings

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01/08/2010

Cornerstone Growth Stockscreen Updated

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12/31/2009

Buy/Sell Signals for Primary Stock Portfolio -- Speculative Spin-Off List Updated

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12/19/2009

Seven Recommendations Receive Changes of "Buy/Hold" Ratings

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12/13/2009

Employment Showing Substantial Improvement -- 50% & 10% Dividend Increases For Our Picks

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12/04/2009

Cornerstone Growth Stockscreen Updated

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11/29/2009

Oil Sands Spin-off Comes To Market -- AOL Spin-off A Bargain?

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11/21/2009

Five New Spin-off Stocks -- TWX Update

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11/14/2009

Five Recommendations Receive Changes of "Buy/Hold" Ratings

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11/06/2009

Cornerstone Growth Stockscreen Updated

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11/01/2009

Four New Spin-off Stocks

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10/25/2009

Six Recommendations Receive Changes of "Buy/Hold" Ratings

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10/18/2009

More Dividend Increases Show That Economy Is On The Mend

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10/02/2009

Cornerstone Growth Stockscreen Updated

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08/15/2009

Two Recommendations Receive Changes of "Buy/Hold" Ratings

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