Primary SP: Primary
Stock Portfolio (spin-off stocks), 31.9%
annual return from inception (December 31, 1997) to January 1, 2009.
S&P 500 annual return over the same time period: -0.7%.
The average sale for this portfolio has resulted in a gain
of 92.6%.
The percentage of stocks sold in this portfolio that have
resulted in a gain: 73.3%.
Aggressive investors often boost these returns even higher
by purchasing options on these stocks, something we occasionally
do in our Option Portfolio. What are
spin-off stocks and why do they tend to beat the rest of
the stock market? Go here
for more information. The graph at the top of this page
shows full-year data. We also provide a calendar
of recent and 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.
And we also occasionally spotlight Speculative
Spin-offs for those looking for spin-offs with extremely
higher-than-average potential.
High Dividend: High-Dividend
Blue Chip Stock Portfolio, 13.4%
annual return (103.2%
total return) from the date of inception (May 5, 2003) to
January 1, 2009.
S&P 500 annual return over the
same time period: -0.4%.
Bear
Market: Bear
Market Portfolio, -3.4%
annual return since inception on May 2, 2005. The portfolio
is based on four industries which returned
19.2% per year during the 2000-2003 bear
market.
Cornerstone: Cornerstone
Growth Stock Screen seeks momentum-driven growth stocks
trading at a reasonable price. Back-testing shows that buying
all 50 stocks from this stock screen and holding for one
year resulted in a return of 29.6% per
year.
Value Stocks: Value
Stock Portfolio, 11.4%
annual return since the portfolio's inception on August
18, 2006. This stock portfolio is designed for those seeking
undervalued stocks, also known as "value" stocks.
The stocks in this portfolio may or may not pay dividends.
Hi-Yld Value: High-Yield
Value Stock Portfolio, -5.6%
annual return since the portfolio's inception on August
18, 2006. This stock portfolio is designed for those seeking
dividend income from value stocks.
International: International
Portfolio, -1.7%
annual return since August 28, 2006. Investing in international
stocks can add diversification to a portfolio while increasing
the portfolio's growth potential. Furthermore, investing
internationally is often a way to profit from a falling
dollar.
Industry-Sector:
Industry/Sector
Spotlight, 11.5%
annual return, is designed for experienced investors looking
to further diversify an already existing portfolio. Here
we highlight a few industry or sector plays that we believe
will be profitable.
Speculative
Spin-offs: While combing through the universe
of spin-off stocks to find the best candidates to include
in our Primary Stock Portfolio, we pass on stocks for a
variety of reasons. But we noticed that one type of spin-off
tends to either soar or crash in a spectacular fashion.
Since 2002, we have classified these spin-offs as "speculative
spin-offs" and they have gained an average of 48.1%
per year, albeit with excess volatility.
Annual
Returns of Our Recommended Mutual Fund Portfolios
Most of our subscribers are
long-term investors, but we do offer stock-screening criteria
for short-term trading separate from our monthly subscription
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