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The Strategic Investing Conservative Portfolio program has been run since May 1, 1996. At the beginning of May of each year from 1996 through 2001, a new portfolio was started with $150,000 in cash and investments were made in stocks that made the Strategic Investing filter of A + 194 in approximately $10,000 increments based upon the nearest round lot. The 2002 portfolio began in January 2002 and the Strategic Investing filter was lowered to A + 190 as there were very few A + 194 stocks from which to choose. Stop Losses were set at 6% below the purchase price. Take Profit points were adjusted upwards. The table shows the value of the portfolio after each year. If only 2% of stocks will make you wealthy, why do you keep investing in the other 98%? The Strategic Investing method focuses you on those stocks that have the characteristics of the 2%.
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| YEAR | INITIAL VALUE | END VALUE | GAIN | GAIN % |
| 1996 | $150,000 | $453,000 | $303,000 | 202% |
| 1997 | $150,000 | $324,000 | $174,000 | 116% |
| 1998 | $150,000 | $426,000 | $276,000 | 184% |
| 1999 | $150,000 | $653,000 | $503,000 | 335% |
| 2000 | $150,000 | $317,000 | $167,000 | 111% |
| 2001 | $150,000 | $175,000 | $29,000 | 20% |
| 2002 | $150,000 | $162,000 | $12,000 | 8% |
| 2003 | $150,000 | $189,000 | $50,000 | 33% |
| 2004 | $150,000 | $176,000 | $26,000 | 17% |
| 2005 | $150,000 | $178,000 | $28,000 | 19% |
| 2006 | $150,000 |
Program year began May 1st and ran to April 30th of the following year until 2002.
For detailed results of the 2002 Portfolio versus the Major Indices, click here.
Last updated - November 7, 2006