Portfolio Performance of the AI Stock Forecast

Verification

Since January 1, 2000, the Hulbert Financial Digest has been independently tracking our performance along with 183 other investment newsletters.

As of June 2008, the AI Stock Forecast is beating 86% of all investment newsletters that have been in existence for more than 5 years (based on overall total returns vs. the market).

Investment Performance Scorecard

Since January 10, 1992, our artificial intelligence systems have beat the overall stock market by a wide margin. During this 18-year, 1-month period, our AI Stock Portfolio yielded a 11.8 % compounded annual rate of return vs. only 5.3 % for the S&P 500 stock index. Our smart computers accomplished this without using leverage or taking short positions and remaining 100 % invested in stocks at all times - even during bear markets.

Since 1992, the AI Stock Portfolio has beaten the S&P 500 in 13 out of 18 years.

For every $10,000 invested on January 10, 1992, our AI Stock Portfolio would have given you $75,327 by February 12, 2010 versus only $25,648 if you had invested in the S&P 500 stock index.

Comparative Performance Statistics Since 1992	S&P 500	AI Fund Portfolio	AI Stock Portfolio
Annual Rate of Return	+5.3 %	+12.0 %	+11.8 %
Largest 1 Month Gain	+26.6 %	+26.8 %	+34.7 %
Largest 1 Month Loss	-26.7 %	-33.2 %	-36.5 %
Number of Months With a Gain	135	136	130
Number of Months With a Loss	82	81	87
Monthly Volatility (what's this)	5.1 %	6.1 %	8.0 %
Sharpe Ratio (what's this?)	5.5	13.9	12.1

Performance Comparisons	1 Year Total Return	5 Year Total Return	10 Year Total Return	15 Year Total Return
S&P 500	+30.0%	-10.5%	-22.5%	+128.6%
AI Fund Portfolio	+39.4%	+14.0%	+21.2%	+410.0%
AI Stock Portfolio	+48.2%	-33.7%	-13.0%	+259.1%

To view an on-going list of stock trades that have been closed out in our AI Stock Portfolio, click here. To view the list of trades made in the AI Fund Portfolio, click here.

Investment Performance Since July of 1999

Since our first on-line publication in July of 1999, both of our model portfolios have beaten the S&P 500 in seven out of the nine years. Although the profits have not been like those during the boom years of the 90's, our methods have helped our subscribers beat the market by a nice margin up until 2008. In 2008 our portfolios fell in tandem with the overall stock market which has suffered its worst bear market since the Great Depression in 1932. Nevertheless, we remain optimistic for the future. Our portfolios remain 100% invested in stocks at all times and, as a rule, no attempts are made to short or time the market. Our winning record is strictly a result of our industry and stock selection processes based on artificial intelligence.

For every $10,000 invested on July 9, 1999, our AI Fund Portfolio would have given you $16,197 by February 12, 2010 versus only $7,664 if you had invested in the S&P 500 stock index.

Using Artificial Intelligence for Stocks