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 March 5, 2023

Our Total Return
S&P 500 Total Return

2,391.2%
337.1%

Our Average Annual Return
S&P 500 Average Annual Return

17.6%
7.7%
 
 
Highly-Rated No-Load Fund Portfolio
Inception: 5/5/2003
Performance as of March 5, 2023

Our Total Return
S&P 500 Total Return
1,366.5%
337.1%

Our Average Annual Return
S&P 500 Average Annual Return

14.5%
7.7%
 
 
Socially Responsible Mutual Fund Portfolio
Inception: 5/5/2003
Performance as of March 5, 2023

Our Total Return
S&P 500 Total Return

472.9%
337.1%

Our Average Annual Return
S&P 500 Average Annual Return

9.2%

7.7%
 
 
Beginner Portfolio
Inception: 5/5/2003
Performance as of March 5, 2023

Our Total Return
S&P 500 Total Return

586.4%

337.1%

Our Average Annual Return
S&P 500 Average Annual Return

10.2%

7.7%


 





 

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News About Recommended Stocks, Mutual Funds, & Events on Wall St.
(Complete Article List)

03/13/2023

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01/17/2023

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06/21/2022

Buy/Sell Signals -- Lower-Risk Healthcare & Financials

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06/15/2022

Five Stock Ratings Changed, Including Two "Strong Buys"

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Go to full article list