
The performance figures for the OnTheMoney portfolios (below) are supplied
courtesy of Hulbert Financial Digest, an independent newsletter tracking
service.
You are invited to contact Hulbert Digest at CBS Market Watch for additional
information on all portfolios that are maintained by OnTheMoney, in
addition to unbiased comparisons to porfolios maintained by other newsletters.
| Performance
Figures for
the four Most Popular OnTheMoney Portfolios
(numbers by Hulbert Financial Digest since 1995)
|
Year |
Conservative |
Core
Holdings |
Growth
/ Moderate |
Aggressive |
1995: |
+16.40% |
|
+17.30% |
+16.20% |
1996: |
+12.00% |
|
+12.90% |
+15.00% |
1997: |
+8.50% |
+13.99% |
+2.70% |
+4.40% |
1998: |
+8.10% |
+8.10% |
+27.20% |
+34.60% |
1999: |
+8.60% |
+9.8% |
+39.30% |
+59.3% |
2000: |
+2.80% |
+19.50% |
+27.20% |
+35..3% |
2001: |
+6.20% |
+5.70% |
-17.40% |
-11.30% |
2002: |
+5.20% |
+1.60% |
-3.40% |
-1.30% |
2003: |
+15.00% |
+29.20% |
+32.00% |
+39.20% |
2004: |
+7.20% |
+2.80% |
+0.70% |
+2.70% |
2005:
|
-1.00%
|
-1.20%
|
-2.90%
|
-3.20%
|
2006: |
+5.90% |
+3.60% |
-0.30% |
-2.40% |
Cumulative
Return
|
+132.76%
|
+127.85%
|
+215.69%
|
+390.33%
|
Annualized
Return
(All Years) |
+7.98% |
+9.58% |
+11.02% |
+15.55% |
The performance
figures listed above are published by the independent Hulbert Financial
Digest and are net of fees. No prospective subscriber
should assume that these results
can
be
obtained in any future period. The future performance of OnTheMoney
may not match these results and there
can be no assurance that any specific investment or strategy by OnTheMoney
will be either suitable or profitable
for any specific investment portfolio.