Our Results (Updated Apr 2008)
Each quarter, we send our subscribers our new Model Portfolio
recommendations. We have been doing this since Jan. 2000.
Then, starting one year after each quarter's recommendations are
made, we show how you would have done if you had held a similar
portfolio.
As you will see below, our Stock Fund category recommendations
have regularly beaten the S&P 500 Index for holding periods of 1,
3, and 5 years. For one year holding periods, the outperformance has
averaged close to 4%. For those holding our recommendations for 3
or 5 years, the outperformance has proven even greater. In fact, after 5 years,
you would have earned over 5% more than the S&P 500 Index for EACH YEAR the portfolio was held.
That's over 25% more cumulatively.
Since 2000, 27 out of 30 quarterly portfolios have wound up ahead of the
Index after 1 year's time. And, as you can see, after 3 and 5 years, every single quarterly portfolio since
2000 has beaten the Index!
For example, as of Sept 30, 2007, the S&P 500 returned 15.5% per
year over the prior 5 years, for a cumulative return of 77.5%. Over
the same period, our stock fund portfolio recommendations made 5
years earlier (2002 4th qtr.) returned 6.8% more per year, as
shown below in bold, for an average return of 22.3% per year.
This is a cumulative return of 111.5% vs. the Index's
77.5%
Yearly Outperformance of Stock Fund Portfolio Over S&P
500 Index
| Year (Qtr.) |
1 yr later |
3 yrs. later |
5 yrs. later |
| 2000 1 |
+4.68% |
+4.04% |
+4.63% |
| 2000 2 |
+6.22% |
+2.70% |
+4.27% |
| 2000 3 |
+6.67% |
+3.65% |
+4.41% |
| 2000 4 |
+7.01% |
+5.35% |
+5.43% |
| 2001 1 |
+6.29% |
+6.03% |
+5.85% |
| 2001 2 |
+4.73% |
+5.17% |
+5.43% |
| 2001 3 |
+9.43% |
+4.54% |
+5.26% |
| 2001 4 |
+8.10% |
+4.96% |
+4.05% |
| 2002 1 |
+4.18% |
+4.87% |
+4.53% |
| 2002 2 |
+1.98% |
+5.30% |
+5.60% |
| 2002 3 |
-3.34% |
+2.91% |
+5.10% |
| 2002 4 |
+0.30% |
+8.90% |
+6.80% |
| 2003 1 |
+8.22% |
+6.49% |
+5.95% |
| 2003 2 |
+8.26% |
+8.25% |
+5.45% |
| 2003 3 |
+4.87% |
+5.22% |
|
| 2003 4 |
+2.90% |
+3.61% |
|
| 2004 1 |
+3.09% |
+2.45% |
|
| 2004 2 |
+1.83% |
+2.73% |
|
| 2004 3 |
+3.15% |
+3.57% |
|
| 2004 4 |
+5.76% |
+3.12% |
|
| 2005 1 |
+3.64% |
+2.31% |
|
| 2005 2 |
+5.96% |
+1.84% |
|
| 2005 3 |
+5.45% |
|
|
| 2005 4 |
+0.60% |
|
|
| 2006 1 |
-0.34% |
|
|
| 2006 2 |
-0.80% |
|
|
| 2006 3 |
+1.96% |
|
|
| 2006 4 |
+2.50% |
|
|
| 2007 1 |
+3.54% |
|
|
| 2007 2 |
+0.71% |
|
|
Average
Outperform-
ance Per Year
During the
Period |
1 year
+3.92% |
3 year
+4.46% |
5 year
+5.20% |
Similar outperformance results have been shown for our Bond fund
category recommendations.
Although we can't guarantee we will be able to continue
outperforming by such large amounts every year, the trend of our
results over the last 8 years is overwhelmingly strong.
Note:
If your mutual fund investments performed better than the
above results
from our recommendations over the last nearly 8 years, then, of
course, it makes perfect sense to pass on the opportunity to
subscribe to this site's current
free quarterly recommendations. Otherwise, why not subscribe?
The
possibility of improving your results by considering our quarterly
recommendations is a choice, and an outcome that only you can make
happen by taking the step to
request our Newsletter's latest recommendations.
|
