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  • Results
  • Across four portfolios, 2007 returns were exceptional!  All portfolios performed at least 5X better than the market indexes—beating the market return by more than 400%.
  • Retirement portfolio up 55% in 2007, easily beating S&P 500 & Nasdaq
  • Growth Portfolio up 49% in 2007, 5X better than Nasdaq index
  • Retirement Portfolio up 100% in two years versus 17.6% for the S&P - over 5X better!
  • Aggressive portfolio won big in 2007, with a total annual return of 306%.
  • Over 5 years, $100,000 would have grown to $1,706,000 using our strategy.  See our strategy results
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Portfolio/Index Portfolio Return Last Year % Portfolio Return Since Inception % S&P 500 Return Since Inception % Nasdaq Return Since Inception %
Aggressive 306.43% 306.43% 3.53% 9.81%
Roth 59.75% 59.75% 3.53% 9.81%
Retirement 55.11% 100.26% 17.63% 20.26%
Growth 49.36% 49.36% 3.53% 9.81%
Nasdaq Index 9.81%      
S&P500 Index 3.53%      

Returns calculated through December 31, 2007