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Annual Returns of Our Individual Portfolios Since Inception

 
Primary Stock Portfolio
Inception Date: 12/31/1997
Performance as of January 1, 2012

Our Total Return
S&P 500 Total Return

1,952.1%
29.6%

Our Average Annual Return
S&P 500 Average Annual Return

31.9%
1.9%
 
 
 
High-Dividend Blue Chip Stock Portfolio
Inception: 5/5/2003
Performance as of January 1, 2012

Our Total Return
S&P 500 Total Return

221.9%
35.7%

Our Average Annual Return
S&P 500 Average Annual Return

14.5%

3.6%

 
 
 
 Value Stock Portfolio
Inception: 8/18/2006
Performance as of January 1, 2012
Our Total Return
S&P 500 Total Return

87.4%
-3.4%

Our Average Annual Return
S&P 500 Average Annual Return

12.4%

-0.6%

 
 
 
 High-Yield Value Stock Portfolio
Inception: 8/18/2006
Performance as of January 1, 2012

Our Total Return
S&P 500 Total Return

53.4%
-3.4%

Our Average Annual Return
S&P 500 Average Annual Return

8.3%

-0.6%

 
 
 
 International Portfolio
Inception: 8/28/2006
Performance as of January 1, 2012

Our Total Return
S&P 500 Total Return

53.6%
-3.4%

Our Average Annual Return
S&P 500 Average Annual Return

8.4%

-0.6%


2Includes only the individual stock recommendations which started on 8/28/2006. Data last updated October 28, 2011.
 
 
 
 Industry/Sector Spotlight
Inception: 9/15/2003

Our Total Return
S&P 500 Total Return

60.1%
23.9%

Our Average Annual Return
S&P 500 Average Annual Return

5.8%
2.6%
 
 
 
One-Stop Shopping No-Load Funds
Inception: 5/5/2003
Performance as of January 1, 2012

Our Total Return
S&P 500 Total Return

102.1%
35.7%

Our Average Annual Return
S&P 500 Average Annual Return

8.5%
3.6%
 
 
 
Highly-Rated No-Load Fund Portfolio
Inception: 5/5/2003
Performance as of January 1, 2012

Our Total Return
S&P 500 Total Return
238.5%
35.7%

Our Average Annual Return
S&P 500 Average Annual Return

15.1%
3.6%
 
 
Option Portfolio
Inception: 7/31/2003
Performance as of January 1, 2012

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 January 1, 2012

Our Total Return
S&P 500 Total Return
51.7%
8.2%

Our Average Annual Return
S&P 500 Average Annual Return

6.5%
1.2%
 
 
 
Industry/Sector Analysis
Inception: 9/15/2003
Performance as of January 1, 2012

Our Total Return
S&P 500 Total Return
60.1%
23.9%

Our Average Annual Return
S&P 500 Average Annual Return

5.8%
2.6%
 
 
 
Socially Responsible Mutual Fund Portfolio
Inception: 5/5/2003
Performance as of January 1, 2012

Our Total Return
S&P 500 Total Return

67.8%
35.7%

Our Average Annual Return
S&P 500 Average Annual Return

6.2%

3.6%

 
 
 
Index Funds & Exchange-Traded Funds (ETFs) Portfolio
Inception: 9/23/2005
Performance as of January 1, 2012

Our Total Return
S&P 500 Total Return

52.5%
3.5%

Our Average Annual Return
S&P 500 Average Annual Return

7.1%

0.5%

 
 
 
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 January 1, 2012

Our Total Return
S&P 500 Total Return

66.2%

35.7%

Our Average Annual Return
S&P 500 Average Annual Return

6.1%

3.6%

 

  Data updated on January 1, 2012.  


 





31.9% Average Annual Gain For Our Primary Stock Portfolio (Spin-Off Stocks) Since 1998 (24.1% Compound Annual Growth Rate)

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

02/03/2012

Cornerstone Growth Stockscreen Updated First Friday of Each Month

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01/30/2012

Buy Signal For Primary Stock Portfolio

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01/06/2012

Cornerstone Growth Stockscreen Updated First Friday of Each Month

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12/19/2011

New Buy/Sell Signals -- Sell Signal Results in Gain (+27.3%) Compared to a Loss for the S&P 500 (-6.1%)

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12/19/2011

New Buy/Sell Signals -- Sell Signal Results in Gain (+27.3%) Compared to a Loss for the S&P 500 (-6.1%)

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12/17/2011

Eleven New Spin-offs, Plus Updates on Five Others

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12/10/2011

Three Recommendations Receive New "Buy/Hold" Ratings

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12/02/2011

Cornerstone Growth Stockscreen Updated First Friday of Each Month

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11/20/2011

Five Recommendations Receive New "Buy/Hold" Ratings

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11/04/2011

Cornerstone Growth Stockscreen Updated First Friday of Each Month

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10/29/2011

Abbott Labs Announces Spin-Off -- Plus Nine Other New Spin-Off Stocks

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10/23/2011

Eight Recommendations Receive New "Buy/Hold" Ratings

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10/14/2011

Buy/Sell Signals for Three Portfolios

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10/07/2011

Cornerstone Growth Stockscreen Updated First Friday of Each Month

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09/29/2011

Terra Nova Royalty Corporation Is Changing Its Name

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09/24/2011

Four Recommendations Upgraded to "Strong Buy" or "Buy"

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09/10/2011

Six Recommendations Receive New "Buy/Hold" Ratings

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09/02/2011

Cornerstone Growth Stockscreen Updated First Friday of Each Month

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08/28/2011

Spin-Off Stock News: Ten New U.S. Spin-offs, Plus Updates on Three Others

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08/21/2011

Market Turmoil Has Increased Buying Opportunities -- Thirty Six Recommendations Now Rated "Strong Buy"

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08/13/2011

Ten Recommendations Receive New "Buy/Hold" Ratings

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08/05/2011

Buy/Sell Signals for Two Portfolios

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08/05/2011

Cornerstone Growth Stockscreen Updated First Friday of Each Month

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07/31/2011

One Recommendation Receives New "Buy/Hold" Rating

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07/24/2011

Three Recommendations Receive New "Buy/Hold" Ratings

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07/18/2011

Buy/Sell Signals for Three Portfolios

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07/10/2011

Spin-Off Stock News: Seven New Spin-Offs, Updates On Nine More Spin-Offs

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07/09/2011

Five Recommendations Receive New "Buy/Hold" Ratings

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07/01/2011

Cornerstone Growth Stockscreen Updated First Friday of Each Month

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06/27/2011

Buy/Sell Signals for Our High-Dividend Blue Chip Stock Portfolio

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06/26/2011

One Recommendation Receives New "Buy/Hold" Rating

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06/19/2011

Four Recommendations Receive New "Buy/Hold" Ratings

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06/12/2011

Spin-Off Stock News: Two Spin-Offs Quickly Approaching

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06/11/2011

Seven Recommendations Receive New "Buy/Hold" Ratings

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06/03/2011

Cornerstone Growth Stockscreen Updated First Friday of Each Month

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05/30/2011

Spin-Off Stock News: Six New Spin-Offs, Updates On Five Spin-Offs, and One New Potential Spin-Off

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05/15/2011

Three Recommendations Receive New "Buy/Hold" Ratings

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05/06/2011

Cornerstone Growth Stockscreen Updated First Friday of Each Month

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05/02/2011

Spin-Off Stock News: Thirteen New Spin-Offs, Updates On Seven Spin-Offs, and One Potential Spin-Off

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04/23/2011

Seven Recommendations Receive New "Buy/Hold" Ratings

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04/18/2011

Buy/Sell Signals for Primary Stock Portfolio

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04/09/2011

Four Recommendations Receive New "Buy/Hold" Ratings

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04/01/2011

Cornerstone Growth Stockscreen Updated First Friday of Each Month

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03/26/2011

Seven Recommendations Receive New "Buy/Hold" Ratings

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03/14/2011

Latest Buy/Sell Signals For Value Stock Portfolio

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03/05/2011

Spin-Off Stock News: Ten New Spin-offs -- Plus Updates On Other Spin-offs

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