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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Chart: How a $500 investment would grow over 10 years

The chart above shows that an investment of only $500 would grow to $9,979 in 10 years assuming our Primary Stock Portfolio's average annual return of 34.9% per year continues (which was our performance from December 1997 to September 2005, as represented by the green line). It also shows that if the $500 were instead invested in the S&P 500, it would grow to only $1,297 if its historical return of 10% a year continues (represented by the red line).

As an illustration of the power of compounding over time, the chart above assumes that our Primary Stock Portfolio maintains its current rate of return. Is that a realistic expectation? Well, the average stock in an average year returns about 10%. For us to have returns of 34.9% per year from December 1997 to September 2005 is almost unheard of. Will our performance continue to remain that high? We don't know. We aren't good at foreseeing the future. But we are good at picking stocks. And of course, past performance is not indicative of future returns.

However, we don't see any evidence of the stock market keeping up with us, let alone catching us. So even though we don't know if our future performance will be higher or lower than in the past, for the purpose of these examples, we will assume a 34.9% return for our recommendations.

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