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Winning
Investing
Newsletter
Portfolios
dividend
stocks • growth
stocks •
no-load
funds
Winning
Investing offers
four different stock portfolios, each serving a different need.
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the
18 Percent Solution
High-yield income
producing stocks selected so that the combination of dividends and
capital appreciation totals 18% annually. For instance, a
typical selection may be expected to produce 8% dividends and 10%
annual price appreciation. This is a low volatility portfolio
because the high dividends tend to dampen stock price swings.
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18% Solution Portfolio Returns
(as of 12/14/04,
12/14/05, 12/14/06, and 12/14/07) |
| |
# Stocks
Sold |
Ave
Gain |
Ave
Hold
Time |
# Stocks
Still Held
(on 12/14) |
Ave
Gain |
Ave
Hold
Time |
|
2004 |
6 |
62% |
23 mo. |
6 |
33% |
12 mo |
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We sold six 18% Solution picks during
2004 for gains averaging 62%. The
average hold time was 23 months. The six
18% picks that were still in the portfolio
on December 14 were up 33%,
on average, and had
been in the portfolio 12 months, on average. |
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2005 |
3 |
16% |
15 mo |
8 |
36% |
22 mo |
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We
sold three 18% Solution picks
during 2005 for gains averaging
16%. The average hold time was
15 months. The eight
18% picks that were still in the
portfolio on December 14 were up
36%, on average,
and had been in the portfolio
22 months, on average. |
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2006 |
3 |
35% |
28 mo. |
8 |
69% |
16 mo |
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We sold three 18% Solution picks during
2006 for gains averaging
35%. The
average hold time was 28 months.
The eight
18% picks that were still in the portfolio
on December 14 were up
69%,
on average, and had
been in the portfolio 16 months, on average. |
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2007 |
5 |
29% |
17 mo |
7 |
44% |
18 mo |
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We
sold five 18% Solution picks
during 2007 for gains averaging
29%. The average hold time was
17 months. The seven
18% picks that were still in the
portfolio on December 14 were up
44%, on average,
and had been in the portfolio
18 months, on average. |
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Mattress Stuffer Portfolio Returns
(as of 12/14/04,
12/14/05, 12/14/06, and 12/14/07) |
| |
# Stocks
Sold |
Ave
Gain |
Ave
Hold
Time |
# Stocks
Still Held
(on 12/14) |
Ave
Gain |
Ave
Hold
Time |
|
2004 |
1 |
49% |
15 mo. |
6 |
34% |
12 mo |
|
We
sold only one Mattress Stuffer
during 2004 for a 49%
gain. The stock had been in the
portfolio for 15 months. The six
Mattress Stuffers still in the portfolio
on December 14 had averaged a 34% gain, and had been in the
portfolio 12 months, on average. |
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2005 |
2 |
26% |
8 mo |
6 |
49% |
21 mo |
|
We sold two
Mattress Stuffers during
2005 for gains averaging
26%. The average hold time was
8 months. The six
Mattress Stuffers that were still in the
portfolio on December 14 were up
49%, on average,
and had been in the portfolio
21 months, on average. |
|
2006 |
6 |
47% |
21 mo. |
5 |
38% |
18 mo |
|
We sold six Mattress Stuffers for a 47%
average gain in 2006. The average hold
time was 21 months. The five Mattress Stuffers still in the
portfolio on December 14 were up 38%, on
average, and had been in the portfolio
for 18 months, on average. |
|
2007 |
2 |
34% |
23 mo |
4 |
30% |
28 mo |
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We sold two
Mattress Stuffers during
2007 for gains averaging
34%. The average hold time was
23 months. The four
Mattress Stuffers that were still in the
portfolio on December 14 were up
30%, on average,
and had been in the portfolio
28 months, on average. |
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Growth Stock Portfolio Returns
(as of 12/14/04,
12/14/05, 12/14/06, and 12/14/07) |
| |
# Stocks
Sold |
Ave
Gain |
Ave
Hold
Time |
# Stocks
Still Held
(on 12/14) |
Ave
Gain |
Ave
Hold
Time |
|
2004 |
7 |
27% |
7 mo. |
3 |
0% |
3 mo |
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We sold seven
Growth picks during
2004 for gains averaging 27%. The
average hold time was 7 months.
The three Growth picks still in the portfolio
on December 14 had broken even, on average, and
had been in the portfolio 3
months, on average. |
|
2005 |
10 |
-1% |
5 mo |
4 |
16% |
3 mo |
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The 10 Growth picks sold
during 2005 averaged
a 1% loss. The average hold time was 5
months. The four Growth picks
still in the portfolio
on December 14 were up
16%, on average,
and had been in the portfolio
3 months, on average.
|
|
2006 |
6 |
1% |
5 mo. |
5 |
24% |
6 mo |
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We sold six Growth picks, averaging only
a 1% gain. However, the five stocks still in the portfolio
on December 14 were up 24%, on
average. The stocks we sold had been in the portfolio for five
months. The
stocks still held on December 14 had been in
the portfolio for six months, on average. |
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2007 |
14 |
10% |
6 mo |
6 |
22% |
4 mo |
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The 14 Growth picks sold
during 2007 averaged
a 10% gain. The average hold time was 6
months. The six Growth picks
still in the portfolio
on December 14 were up
22%, on average,
and had been in the portfolio
4 months, on average.
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Speculators
Rockets, small
companies, short-term plays, and other speculative investments. For
your play money.
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Speculator Portfolio Returns
(as of 12/14/04,
12/14/05, 12/14/06, and 12/14/07) |
| |
# Stocks
Sold |
Ave
Gain |
Ave
Hold
Time |
# Stocks
Still Held
(on 12/14) |
Ave
Gain |
Ave
Hold
Time |
|
2004 |
6 |
-11% |
5 mo. |
5 |
49% |
5 mo |
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The six
Speculators sold
during 2004
averaged an 11% loss. The average hold time was
5 months. The five
Speculators still in the portfolio on
December 14 were up 49%, on average, and had been in the
portfolio 5 months, on average. |
|
2005 |
9 |
28% |
9 mo |
4 |
22% |
5 mo |
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The nine
Speculators sold
during 2005 averaged
a 28% gain. The average hold time was 9
months. The four Speculators
still in the portfolio
on December 14 were up
22%, on average,
and had been in the portfolio
5 months, on average.
|
|
2006 |
9 |
5% |
4 mo. |
4 |
38% |
6 mo |
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We sold nine Speculators
during 2006 for an average 5% gain.
Those nine stocks had been in the portfolio for four months. The
four Speculators still in the portfolio on
December 14 were up 38% and
had been in the portfolio for six
months, on average. |
|
2007 |
8 |
21% |
7 mo |
3 |
30% |
4 mo |
|
The eight
Speculators sold
during 2007 averaged
a 21% gain. The average hold time was 7
months. The three Speculators
still in the portfolio
on December 14 were up
30%, on average,
and had been in the portfolio
4 months, on average.
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All returns assume the
stocks were purchased at the closing price on the first market day
after they were added to the portfolio, and include dividends
received.
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