"Kirk's Newsletter Portfolio" (Click for Free Sample Issue)
For 2005:
My
Newsletter portfolio was Up 13.2%
vs. DJIA down 0.6%
vs. QQQQ up 1.2% vs. S&P500 up 4.8%
As
of 12/31/05:
"Kirk's
Newsletter Portfolio" since 12/31/98
is UP 197%. vs. S&P500 only up 12% vs. NASDAQ up 1%
Total Return Data through 12/31/05
(Since date shown)
|
1 Year
(12/31/04)
|
3 Years
(12/31/02)
|
5 Years
(12/31/00)
|
7 Years
(12/31/98)
| Annualized
Return 7 yrs
|
|
|
|
|
|
|
Kirk's Online Newsletter Portfolio
|
13.2%
|
91.6% |
53.0% |
193.9% | 16.6%
|
Nasdaq (^IXIC)
|
1.4%
|
65.1%
|
(-10.7%) |
0.6%
| 0.1%
|
QQQQ
|
1.2%
|
65.8%
|
(-30.8%) |
N/A
| 0.1%
|
S&P500
|
4.8%
|
48.2%
|
1.8% |
12.0%
| 1.6%
|
Warren Buffett (BRKA)
|
(-0.7%) |
21.8%
|
24.8%
|
26.6%
| 3.4%
|
Vangaurd Prime Money Market Fund
|
3.0%
|
5.1%
|
11.3%
|
24.2%
|
3.1%
|
What should be quite clear is a “buy and forget”
market strategy using the DOW, S&P500 or NASDAQ would have under performed
holding money funds over the past seven years while my newsletter portfolio
nearly tripled every dollar invested.
Updated 3/20/06
|