|
|
HenryWirth.com Beating the Market since June 2001 Click below for our Rochester, New York AAII Presentation on November 2, 2005
The model portfolio on which the returns are based was posted by Doug Weimer and Henry Wirth on June 30, 2001. The returns shown above are returns that would have been realized if transactions had been executed on the first trading day after the recommendations were made to WEIMERandWIRTH subscribers. Description of WEIMERandWIRTH investing Before Doug Weimer's version of Growth and Momentum Investing was brought to my attention during the "Roaring Nineties", I was convinced that the market could not be beaten. Now I believe that it is possible to beat the market, but it is EXTREMELY difficult. I have included a section on asset allocation because it may be of interest and because it may be used as a metric, by which the Growth and Momentum's portfolio performance can be gauged. I have also included a section on US stock valuation levels and have explained how this information may be used to add value to a portfolio. A section on Gold has been included because it may be of general interest. Disclosures: 1. The returns shown above are returns that would have been realized if transactions had been executed on the first trading day after the recommendations were made to WEIMERandWIRTH subscribers. 2. The securities held in the WEIMERandWIRTH model portfolio may be purchased or sold by Doug Weimer and/or Henry Wirth and/or some or all of our information providers BEFORE the portfolio contents are disseminated to WEIMERandWIRTH subscribers. 3. Transaction costs are not included in the returns shown above because they are dependent on several variable factors. Go to the Description Page for a comprehensive explanation. 4. Doug Weimer and/or Henry Wirth are not registered investment advisers nor are we brokers or dealers. Disclaimer: Doug Weimer, Henry Wirth, HenryWirth.com, WEIMERandWIRTH.com and any of our information providers, parents, members, subsidiaries, affiliates, service providers, licensors, officers, directors or employees shall NOT be liable for any direct, indirect, incidental, special or consequential damages arising out of, or relating to, or resulting from the use or the inability to use their selections and websites, including but not limited to damages for loss of profits, use, data or other intangible damages.
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||