How we compare with other investment newsletters

Stock market investment newsletters are

independently tracked by the Hulbert Financial Digest

The Hulbert Financial Digest (available through www.Marketwatch.com) tracks and reports on the performance of most of the active investment newsletters in the United States. Hulbert's ranks stock market newsletters (and mutual funds newsletters) which have more than five years of operating history.  Since our history of publication is too short, we are not yet included in their official rankings.  But we can show you how our computer-simulated results compare with Hulbert’s published Top 5 rankings for Mutual Funds Newsletters over the past five years.

• Compared with Hulbert’s ranked investment newsletters, our 5-year average annualized returns would have ranked #1 as of 12-31-2005.

2005 Rank	Investment Newsletters (Top 5)	Annualized Gain
#1 #1 #2 #3 #4 #5	Confident Investment Strategies Closed End Country Fund Report Growth Fund Guide Equity Fund Outlook No-Load Fund-X Bob Brinker's Marketimer The S&P 500 Index	22.6% 19.6% 15.0% 10.3% 10.0% 8.8% 0.7%

 

The annualized gains reported by the Hulbert Financial Digest represent the average 5-year performance for each newsletter (averaging all of their Model Portfolios);  and the results are based upon compounded returns.

• To be consistent with this approach, the 22.6% compounded return figure shown above for Confident Investment Strategies is the average 5-year annualized compound return of our four investment strategies combined.

Our investment newsletters are designed

to be different in several important respects

A Newsletter Designed for Busy People: Many investors who subscribe to a stock newsletter are looking for stock market investing tips and information to meet their research needs for investing in the stock market and in mutual funds.. When you manage your own investments, you can spend many hours researching individual stock and mutual funds alternatives. Then, you need to spend additional time actively monitoring your investments and continually evaluating what action to take, and when.

We have taken a different approach with our mutual funds newsletters.

• We view our customer as the type of investor who doesn’t want to spend time on research ...

Our investment newsletters eliminate the need for you to spend time researching investment ideas. And our Monthly Tracking Reports and succinct Trade Alerts make it easy for you to monitor your portfolio, know when to take action and what specific action you should take.

A Newsletter With Clear and Unambiguous Mutual Funds Investment Recommendations: If you have ever read a stock market newsletter, you probably know how ambiguous their stock recommendations can be. Most investment newsletters offer tips, analysis and recommendations for the stock market and mutual funds. But the typical stock newsletter stops short of providing you with a clear-cut strategy and unambiguous recommendations to help you manage your overall portfolio asset allocation.

A Newsletter Designed to Encourage Investment Discipline: We have learned from experience that a key to stock market investing success is being able to follow a consistent, disciplined approach. But here’s an important insight:

• It’s very hard to maintain discipline in the face of severe investment losses.

So, a primary focus for us is to reduce volatility.

It’s much easier to stick with an investment program when you can accept the level of volatility it has. Whether you have invested in mutual funds or been a stock picker, you may have lived through some painfully high levels of volatility.

• Most investment newsletters have too. No wonder the typical stock market newsletter has extremely high subscription turnover rates.

Give our newsletter a try. See how you can become a confident, disciplined investor without having to spend hours of your precious time.