OnTheMoney Portfolio Performance




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.


OnTheMoney is a website and daily update publication. All advice is given solely for the personal use of subscribing members. INVESTMENT MANAGEMENT ON BEHALF OF OTHERS IS EXPRESSLY PROHIBITED. Past performance may not be indicative of future results. Therefore, no current or prospective subscriber should assume that future performance of any OnTheMoney strategy would be profitable or reach its performance objective. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be either suitable or profitable for a specific investment portfolio.

OnTheMoney.com is not affiliated with any mutual fund company or brokerage firm. For further information call (800)772-5789 or write to OnTheMoney, 100 West Canyon Crest Rd., Suite 200, Alpine, UT 84004. Web site: www.OnTheMoney.com

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