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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). |




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