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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Annual Returns of Our Individual Portfolios Since Inception

 
High-Dividend Blue Chip Stock Portfolio
Inception: 5/5/2003
Performance as of August 6, 2022

Our Total Return
S&P 500 Total Return

2,166.4%
347.4%

Our Average Annual Return
S&P 500 Average Annual Return

17.6%
8.1%
 
 
Highly-Rated No-Load Fund Portfolio
Inception: 5/5/2003
Performance as of August 6, 2022

Our Total Return
S&P 500 Total Return
1,278.2%
347.4%

Our Average Annual Return
S&P 500 Average Annual Return

14.6%
8.1%
 
 
Socially Responsible Mutual Fund Portfolio
Inception: 5/5/2003
Performance as of August 6, 2022

Our Total Return
S&P 500 Total Return

494.3%
347.4%

Our Average Annual Return
S&P 500 Average Annual Return

9.7%

8.1%
 
 
Beginner Portfolio
Inception: 5/5/2003
Performance as of August 6, 2022

Our Total Return
S&P 500 Total Return

658.6%

347.4%

Our Average Annual Return
S&P 500 Average Annual Return

11.1%

8.1%


 





 

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