Kirk Lindstrom's Investment Newsletter
I recommend a "core" portfolio for about 80 to 95% of your funds and an "explore" portfolio made of stocks from my newsletter portfolio for the remainder.
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Los Altos Town Crier Article about me
http://www.losaltosonline.com/index.php?option=com_content&task=view&id=14804
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Picture of me windsurfing and Los Alto Town Crier Business Section Article in pdf .......................................................................
http://www.investorhives.com/uploaded_files2/Kirk278.pdf .......................................................................
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My newsletter stocks are volatile by design to add to overall returns, but you need a good core portfolio to sleep well at night. I offer several different core portfolios for both aggressive & conservative investors. My newsletter portfolios are ALL significantly ahead of where they started 2000 at which I feel is quite an accomplishment given how well I did in 1998 and 1999. As of today, the S&P500 is well below its January 2000 level.
Results that speak for themselves:
For the ten years 1/1/1999 through 12/31/08:
* My "Explore Portfolio" was up 94.2% or 6.9% compound annual return.
==> $100,000 invested 1/1/99 became $194,172
* My "50:50 Conservative Core Portfolio" was up 44.4% or 3.7% compound annual return.
==> $100,000 invested 1/1/99 became $144,447
* My "80:20 Aggressive Core Portfolio" was up 22.9% or 2.1% compound annual return.
==> $100,000 invested 1/1/99 became $122,864
* 80% in “Core Aggressive” plus 20% in “Explore” was up 41.0% or 3.5% compound annual return.
==> $100,000 invested 1/1/99 became $140,952
* 95% “Core Conservative” plus 5% “Explore” was up 49.6% or 4.1% compound annual return.
==> $100,000 invested 1/1/99 became $149,597
* 100% in VTSMX (Wilshire 5000 Index Fund) was down (5.8%) or (0.6%) compound annual return.
==> $100,000 invested 1/1/99 became $94,219
* VFINX (S&P500 Index Fund) was down (13.7%) or (1.5%) compound annual return.
==> $100,000 invested 1/1/99 became $86,296