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 2007, the AI Stock Forecast is beating 91% 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 16-year, 4-month period, our AI Stock Portfolio yielded a 17.1 % compounded annual rate of return vs. only 7.6 % 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 12 out of 16 years.

For every $10,000 invested on January 10, 1992, our AI Stock Portfolio would have given you $131,301 by May 10, 2008 versus only $33,106 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	7.6 %	15.9 %	17.1 %
Largest 1 Month Gain	15.2 %	20.5 %	33.3 %
Largest 1 Month Loss	-14.6 %	-12.6 %	-18.0 %
Number of Months With a Gain	124	125	121
Number of Months With a Loss	72	71	75
Monthly Volatility (what's this)	4.1 %	5.1 %	6.7 %
Sharpe Ratio (what's this?)	9.3	20.8	18.3

Time Frame Comparisons as of October 10, 2007	1 Year Total Return	5 Year Total Return	10 Year Total Return	15 Year Total Return
S&P 500	-8.2%	+48.7%	+23.8%	+215.4%
AI Fund Portfolio	+12.6%	+134.6%	+214.5%	+760.6%
AI Stock Portfolio	-20.8%	+87.5%	+121.2%	+843.3%

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 consistently beaten the S&P 500. 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 and avoid the huge losses that most stock market investors suffered between 2000 to 2002.

This is impressive when you consider the fact that our portfolios remain 100% invested in stocks at all times and 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 $23,535 by May 10, 2008 versus only $9,893 if you had invested in the S&P 500 stock index.

Using Artificial Intelligence for Stock Forecasting