How a $500 Investment Grew in Our Primary
Stock Portfolio Versus The S&P 500
Facts About Our Recommended Portfolios:
- Primary Stock Portfolio
return since 1998: 4,112.7%
(
31.9%
per year) with an average gain of
73.5%
for each stock sold.
-
Our Primary Stock Portfolio has beaten the market 15 out of 16 years.
- Our Primary Stock Portfolio
gained 21% while the market lost 39% from 2000 to
2002 (the tech-heavy Nasdaq Composite lost 67%).
- Are comprised of mutual funds and stocks.
- Are not time consuming (we average about 6-12 trades per
year in our Primary Stock Portfolio).
- Are tax efficient because stocks in the Primary Stock Portfolio
are held for over two years on average. Some portfolios have shorter holding
periods.
- Do not utilize risky securities such as futures, commodities,
currencies, or options. Occasionally we have recommended some options outside
of our recommended stock and fund portfolios, but our 4,112.7% return (
31.9%
per year) was attained without the use of options and we believe options are
unsuitable for most investors. For investors who do want to trade in options,
we have constructed an Option Portfolio.The average option (past and present) in our Option Portfolio has risen 110.9%
with the average holding period being a little more than 8 months. 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.
- Do not involve risky activities such as day trading, market
timing, or short selling.
- Under development since 1993.
Subscribers receive on-line access to fourteen
recommended portfolios, each designed for investors with different needs:
- Six Stock Portfolios:
- Primary Stock Portfolio:
since 1998, this portfolio of spin-off stocks has averaged
31.9%
per year. The average return of stocks sold in this portfolio is
73.5%.
The stocks in this portfolio are usually undiscovered small-to-medium-sized
companies, but they are not penny stocks.
Our Primary Stock Portfolio has beaten the market 15 out of 16 years.
- High-Dividend Blue Chip Stock Portfolio: made up of
dividend paying stocks for investors seeking safety, growth and income.
This portfolio's return has been 17.44%
per year.
- Bear Market Stock Portfolio: four recession-resistant
industries had an average annual return of 19.2% during the 2000-2003
bear market. This portfolio is comprised of our favorite stocks from these
four non-cyclical industries.
- Value Stock Portfolio: designed for those seeking
undervalued stocks, also known as "value" stocks. The stocks
in this portfolio may or may not pay dividends.
- High-Yield Value Stock Portfolio: designed for those
seeking dividend income from value stocks.
- International Stock Portfolio: designed for investors
seeking to diversify outside of the United States and to benefit from
the higher growth potential of foreign economies.
- Calendar Of Recent & Pending Spin-Off Stocks
- This list is provided for investors who want a starting point
to investigate other spin-off opportunities on their own and/or purchase
spin-offs before they are added to our Primary Stock Portfolio.
- Stock Screen For Growth Investors
- Cornerstone Growth Stock Screen: this stock
screen seeks momentum-driven growth stocks trading at a reasonable price.
- Four Mutual Fund Portfolios
- Highly-Rated No-Load Fund Portfolio: this
fund has been constructed for long-term investors seeking maximum diversification
along with high returns. This portfolio's return has been
14.54%
per year.
- One-Stop Shopping Portfolio: some people prefer the
simplicity of using only one mutual fund. This "portfolio" is
a short list of equity-oriented funds that answers the question, "If
you could only buy one stock mutual fund, which would offer the best combination
of return and diversification?" This portfolio's return has been
11.0%
per year.
- Socially Responsible Mutual Fund Portfolio: this portfolio
will show you how to buy a mutual fund with excellent returns while only
investing in socially responsible companies.
- Index Funds & Exchange-Traded Funds (ETFs): designed for investors
who want to keep a portion of their portfolio in low-cost index funds
and/or ETFs.
- One Option Portfolio
- Option Portfolio:The average option (past and present) in our Option Portfolio has risen 110.9%
with the average holding period being a little more than 8 months. 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.
- One Industry Analysis Portfolio
- The Industry/Sector Spotlight features industries
that show extra promise. The securities in this portfolio could be either
mutual funds or stocks. This portfolio's return has been 7.2%per year.
- One Entry-Level Fund
- Beginner Mutual Fund: build a diversified
selection of stocks with nothing down and only $50 a month by using this
no-load mutual fund.
We are constantly searching for the best rates for money market funds and interest-bearing
checking accounts. Our
findings: an interest-bearing floating-rate account paying
1.25% and
an interest-bearing checking account paying 3.00% .
And finally, we'll also tell you which discount brokers we recommend. If you
are paying more than $5 per trade, you're paying too much. But beware: there
are some discount brokers that you should avoid due to poor execution and/or
substandard service. With our guidance, subscribers don't have to worry about
choosing the wrong one.
| |
Chart updated onFebruary 21, 2025.
US stocks are represented by VFINX, Vanguard's S&P
500 Index fund. Investment amounts and dates of purchases
and sales correspond to the dates and investment amounts
in our Primary Stock Portfolio.
|
|
|
