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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Mid-Year Performance Update

07/01/2012

We are halfway through the year and the S&P 500 is up
8.3%. Meanwhile, our Primary Stock Portfolio is up 18.7% year-to-date. But the long-term numbers are the figures that matter most, so here is a look at our portfolio returns since inception (note: despite their higher returns, our Option Portfolio and Speculative Spin-Offs were left off the list due to their limited diversification):

Portfolio
Annual Return Since Inception
S&P 500 Annual Return
Inception Date
Primary Stock Portfolio
31.9%
2.2%
Dec. 1997
Highly-Rated No-Load Funds
15.1%
4.3%
May 2003
High-Dividend Blue Chip Stock
14.5%
4.3%
May 2003
Value Stock Portfolio
11.7%
0.8%
Aug. 2006
High-Yield Value Stock Portfolio
8.8%
0.8%
Aug. 2006
One-Stop No-Load Funds
8.8%
4.3%
May 2003
International Stock Portfolio
8.1%
0.8%
Aug. 2006
Bear Market
7.9%
1.9%
May 2005
Index Funds & ETFs
7.3%
5.2%
Sep. 2005
Socially Responsible Fund
6.2%
4.3%
May 2003
Industry/Sector Spotlight
5.6%
3.1%
Sep. 2003

I hope you have a great Fourth of July.

-Rex M. Jacobsen
Sr. Editor

***

List of Recent Articles

 





 

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