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

 
Primary Stock Portfolio
Inception Date: 12/31/1997
Performance as of December 31, 2009

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%
 
 
 
High-Dividend Blue Chip Stock Portfolio
Inception: 5/5/2003
Performance as of December 31, 2009

Our Total Return
S&P 500 Total Return

134.1%
20.3%

Our Average Annual Return
S&P 500 Average Annual Return

13.6%

2.8%

 
 
 
 Value Stock Portfolio
Inception: 8/18/2006
Performance as of December 31, 2009
Our Total Return
S&P 500 Total Return

60.4%
-14.4%

Our Average Annual Return
S&P 500 Average Annual Return

15.1%

-4.5%

 
 
 
 High-Yield Value Stock Portfolio
Inception: 8/18/2006
Performance as of December 31, 2009

Our Total Return
S&P 500 Total Return

19.4%
-14.4%

Our Average Annual Return
S&P 500 Average Annual Return

5.4%

-4.5%

 
 
 
 International Portfolio
Inception: 8/28/2006
Performance as of December 31, 2009

Our Total Return
S&P 500 Total Return

35.2%
-14.3%

Our Average Annual Return
S&P 500 Average Annual Return

9.4%

-4.5%


2Includes only the individual stock recommendations which started on 8/28/2006. Data last updated December 31, 2009.
 
 
 
 Industry/Sector Spotlight
Inception: 9/15/2003

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%
 
 
 
One-Stop Shopping No-Load Funds
Inception: 5/5/2003
Performance as of December 31, 2009

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%
 
 
 
Highly-Rated No-Load Fund Portfolio
Inception: 5/5/2003
Performance as of December 31, 2009

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%
 
 
Option Portfolio
Inception: 7/31/2003
Performance as of December 31, 2009

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 December 31, 2009

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%
 
 
 
Industry/Sector Analysis
Inception: 9/15/2003
Performance as of 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%
 
 
 
Socially Responsible Mutual Fund Portfolio
Inception: 5/5/2003
Performance as of December 31, 2009

Our Total Return
S&P 500 Total Return

41.1%
20.3%

Our Average Annual Return
S&P 500 Average Annual Return

5.3%

2.8%

 
 
 
Index Funds & Exchange-Traded Funds (ETFs) Portfolio
Inception: 9/23/2005
Performance as of December 31, 2009

Our Total Return
S&P 500 Total Return

30.2%
-8.2%

Our Average Annual Return
S&P 500 Average Annual Return

6.4%

-2.1%

 
 
 
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 December 31, 2009

Our Total Return
S&P 500 Total Return

40.4%

20.3%

Our Average Annual Return
S&P 500 Average Annual Return

5.2%

2.8%

 

  Data updated on December 31, 2009.  


 





31.93% Average Annual Gain For Our Primary Stock Portfolio (Spin-off Stocks) Since 1998 (23.99% Compound Annual Growth Rate)

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

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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09/12/2009

Four New Spin-off Stocks, Four Updates

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09/12/2009

Consumer Confidence, Unemployment Improving -- S&P 500 Up 54.1% In Six Months -- Cadbury Jumps 38% On Takeover News

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09/04/2009

Cornerstone Growth Stockscreen Updated

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08/30/2009

Yet More Positive Economic News -- 11% Dividend Increase

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08/22/2009

Three New Spin-off Stocks And One Update

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08/15/2009

Three Recommendations Receive Changes of "Buy/Hold" Ratings

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08/10/2009

Sell Alcon After a 59.7% Gain in Less Than 7 Months: Buy & Sell Signals For International Stock Portfolio

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08/04/2009

Twelve of Thirteen Portfolios Beating S&P 500 in 2009 -- Speculative Spin-Offs Leading The Way With +54.4% Year-To-Date Gain

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07/26/2009

Earnings Reports Coming In Better Than Expected --- Primary Stock Portfolio +19% Year-To-Date

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07/26/2009

New Spin-Off And Two Spin-Off Updates

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07/13/2009

Market Turns On Financial Sector Outlook -- Unemployment Continuing Slow But Steady Improvement

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07/02/2009

+21.7% Gain Leads Way In First Half of 2009 - Embarq Update - Economic Indicators

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07/02/2009

Cornerstone Growth Stockscreen Updated

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06/22/2009

Spin-Off Developments

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06/15/2009

Multiple Dividend Announcements

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06/05/2009

Cornerstone Growth Stockscreen Updated

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05/31/2009

Consumer Confidence Jumps -- Unemployment Improves -- Beating the Market by 7.5% Year-To-Date -- Four New Spin-offs

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