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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Short-Term Stock Portfolio Performance

Current Holdings
 

We've found that by slightly adjusting the stock-picking methodology of the Short-Term Portfolio and by shortening the holding period, we can substantially increase the performance. Here are the performance numbers for the portfolio back-tested from July 2001 to now:

Short-Term Portfolio Performance

Minimum Holding Period*
Avg. Annual Return
1 Week
54.7%
1 Month
52.0%
3 Months
43.1%
6 Months
41.6%

*Minimum Holding Period: this shows how different holding periods affect this portfolio's returns. It assumes that recommended stocks are bought at the beginning of the holding period (for example, the beginning of the week, month, quarter or half-year depending on how frequently the investor wants to trade) and held until the end of the holding period in question. At the beginning of the next holding period, stocks that have been added to the portfolio are bought and stocks no longer recommended are sold. Even though shorter holding periods have resulted in higher returns, investors wanting to minimize commissions by trading less frequently could still have obtained high returns.

Because shorter holding periods have been correlated with higher returns, starting September 7, 2004, we will be using the revised stock-picking methodology and updating the Short-Term Portfolio much more frequently. Changes to the portfolio will be updated a few minutes before or after each day's opening bell. Because of the frequent and regular updates of this portfolio, we will not email subscribers each time this portfolio changes. Of course, we will continue to email subscribers whenever our other portfolios have a buy or sell signal.

If we did send out an email each time the Short-term Portfolio changes, then subscribers could, at times, be inundated with email since the portfolio's holdings may change five times during a given week. This is not to say that followers of this portfolio need to buy and sell every time there is a change in the portfolio's holdings. Keep in mind that the returns listed above assumes each stock is held a minimum of one week and that longer holding periods still resulted in extremely high returns.

So what kind of results can be expected for investors who hold the stock only as long as it's recommended and not any longer? In other words, if a stock is recommended on a Monday and is no longer recommended on Thursday, would an investor's returns be substantially different from an investor who held it for at least a week? Well, unfortunately, back-testing for holding periods of less than one week isn't possible, but we will test this going forward. We started tracking the results assuming an investor bought and sold every time a stock appears or disappears from this portfolio's recommendation list. So far, buying/selling on each and every portfolio change has resulted in the portfolio producing a gain of 154.4% (equivalent to 36.6% per year) since 9/14/2004 when investing in our highest-ranked stocks in the portfolio (designated as "Double Allocation" stocks). Over the same time period, the S&P 500's return was 28.8%.The returns assume a commission of $5 per trade which is the fee that investors pay if they use www.AmeritradeIZone.com or www.Brownco.com.

It's probably unrealistic to expect the portfolio to continue to provide an annual return of 54.7%, but stranger things have happened. Stay tuned.

More importantly, to see if this portfolio is right for you, be sure to read our Short-Term Stock Overview page.

Current Holdings
 

 

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