Portfolio Performance
 Core Portfolio
2014 - 2017
2009 - 2014
 $5K Portfolio
2014 - 2017
2009 - 2014
2001 - 2005
 Short Term Play
2014 - 2016
2012 - 2013
2010
2009
2008
 Portfolio from $5k to $1mil
Our Team in 2007 SLO

Nine Year History of the Portfolio
(07/31/2001 - 07/31/2010)

fiscal year: August 1 - July 31

Here is how money is grown from $5,000 into over $1million in 8 years and 4 months. We do not short stocks, we do not buy stocks in margin, we do not trade options, we do not do leveraged trading. Only invest in stocks. The following table gives the month-by-month account balance since inception 07/31/2001:
date balance notes mth return 1+monthly 1+ttl return yearly return
07/2001 $5,275.00 1 0.00%   100.00% 0.00%
08/2001 $5,611.42   6.38% 106.38% 106.37%
09/2001 $3,755.57   -33.07% 66.93% 71.20%
10/2001 $3,003.65   -20.02% 79.98% 56.94%
11/2001 $1,707.72 2 -43.15% 56.85% 32.37%
12/2001 $4,155.80   143.35% 243.35% 78.78%
01/2002 $8,491.81   104.34% 204.34% 160.98%
02/2002 $8,562.07   0.83% 100.83% 162.31%
03/2002 $8,751.36 3 2.21% 102.21% 165.90%
04/2002 $8,696.07   -0.63% 99.37% 164.85%
05/2002 $6,470.08   -25.60% 74.40% 122.66%
06/2002 $4,580.09 4 -29.21% 70.79% 86.83%
07/2002 $6,246.10   36.38% 136.38% 118.41% 18.41%
08/2002 $5,700.11   -8.74% 91.26% 108.06%
09/2002 $6,610.12   15.96% 115.96% 125.31%
10/2002 $8,696.13   31.56% 131.56% 164.86%
11/2002 $11,860.13   36.38% 136.38% 224.84%
12/2002 $8,976.13   -24.32% 75.68% 170.16%
01/2003 $11,160.13   24.33% 124.33% 211.57%
02/2003 $11,412.13   2.26% 102.26% 216.34%
03/2003 $12,882.13   12.88% 112.88% 244.21%
04/2003 $12,980.13   0.76% 100.76% 246.07%
05/2003 $17,558.13   35.27% 135.27% 332.86%
06/2003 $15,681.00 5 -10.69% 89.31% 297.27%
07/2003 $20,703.86   32.03% 132.03% 392.49% 231.47%
08/2003 $24,986.88   20.69% 120.69% 473.68%
09/2003 $22,902.08   -8.34% 91.66% 434.16%
10/2003 $23,139.51   1.04% 101.04% 438.66%
11/2003 $27,683.91   19.64% 119.64% 524.81%
12/2003 $27,895.97   0.77% 100.77% 528.83%
01/2004 $25,616.89 6 -8.17% 91.83% 485.63%
02/2004 $25,855.52   0.93% 100.93% 490.15%
03/2004 $27,946.52   8.09% 108.09% 529.79%
04/2004 $24,529.52   -12.23% 87.77% 465.01%
05/2004 $26,790.52   9.22% 109.22% 507.88%
06/2004 $27,385.52   2.22% 102.22% 519.16%
07/2004 $40,229.01 7      
07/2004 $34,432.00   -14.41% 85.59% 444.35% 32.27%
08/2004 $33,138.00   -3.76% 96.24% 427.65%
09/2004 $36,062.00 8 8.82% 108.82% 465.38%
10/2004 $50,290.06   39.45% 139.45% 648.99%
11/2004 $52,748.53   4.89% 104.89% 680.72%
12/2004 $52,897.44   0.28% 100.28% 682.64%
01/2005 $47,454.56   -10.29% 89.71% 612.40%
02/2005 $48,191.99 9 1.55% 101.55% 621.92%
03/2005 $42,672.59   -11.45% 88.55% 550.69%
04/2005 $35,518.66   -16.76% 83.24% 458.37%
05/2005 $42,137.56   18.63% 118.63% 543.79%
06/2005 $45,816.96   8.73% 108.73% 591.27%
07/2005 $52,991.96 10 15.66% 115.66% 683.86% 53.90%
08/2005 $54,645.36   3.12% 103.12% 705.20%
09/2005 $63,985.76   17.09% 117.09% 825.74%
10/2005 $59,454.86   -7.08% 92.92% 767.27%
11/2005 $66,106.66   11.19% 111.19% 853.11%
12/2005 $71,926.26   8.80% 108.80% 928.21%
01/2006 $89,413.00   24.31% 124.31% 1,153.88%
02/2006 $84,476.36   -5.52% 94.48% 1,090.17%
03/2006 $95,482.26   13.03% 113.03% 1,232.20%
04/2006 $86,580.43   -9.32% 90.68% 1,117.32%
05/2006 $85,127.04   -1.68% 98.32% 1,098.57%
06/2006 $105,549.02 11 23.99% 123.99% 1,362.11%
07/2006 $112,452.37   6.54% 106.54% 1,451.20% 122.06%
08/2006 $138,870.25   23.49% 123.49% 1,792.13%
09/2006 $140,905.33   1.47% 101.47% 1,818.39%
10/2006 $145,163.88   3.02% 103.02% 1,873.34%
11/2006 $157,026.63   8.17% 108.17% 2,026.43%
12/2006 $163,260.73   3.97% 103.97% 2,106.89%
01/2007 $155,230.23   -4.92% 95.08% 2,003.25%
02/2007 $147,605.03   -4.91% 95.09% 1,904.85%
03/2007 $130,744.33   -11.42% 88.58% 1,687.26%
04/2007 $152,163.20   16.38% 116.38% 1,963.67%
05/2007 $171,307.50   12.58% 112.58% 2,210.73%
06/2007 $175,235.70   15.16% 115.16% 2,261.42%
07/2007 $186,585.70   6.48% 106.48% 2,431.31% 65.92%
08/2007 $191,209.70 12 2.48% 102.48% 2,491.56%
09/2007 $226,944.70   18.69% 118.69% 2,957.21%
10/2007 $250,701.20   10.47% 110.47% 3,266.77%
11/2007 $229,552.70   -8.44% 91.56% 2,991.19%
12/2007 $302,716.70 13 31.87% 131.87% 3,944.56%
01/2008 $317,052.30   4.74% 104.74% 4,131.36%
02/2008 $297,260.60   -6.24% 93.76% 3,873.46%
03/2008 $302,224.80   1.67% 101.67% 3,938.15%
04/2008 $343,772.30   13.75% 113.75% 4,479.53%
05/2008 $356,467.80   3.69% 103.69% 4,644.96%
06/2008 $308,024.60   -13.59% 86.41% 4,013.72%
07/2008 $320,432.60   4.03% 104.03% 4,175.41% 71.73%
08/2008 $334,297.60   4.33% 104.33% 4,356.07%
09/2008 $336,324.10   0.61% 100.61% 4,382.48%
10/2008 $320,407.10   -4.73% 95.27% 4,175.07%
11/2008 $340,169.10   6.17% 106.17% 4,432.58%
12/2008 $399,221.00 14 17.36% 117.36% 5,202.06%
01/2009 $424,312.60   6.29% 106.29% 5,529.02%
02/2009 $396,007.79 15 -6.67% 93.33% 5,160.19%
03/2009 $468,444.07   18.29% 118.29% 6,104.07%
04/2009 $554,126.46 16 18.29% 118.29% 7,220.56%
05/2009 $607,380.48   9.61% 109.61% 7,914.49%
06/2009 $637,471.11 17 4.95% 104.95% 8,306.58%
07/2009 $728,778.79   14.32% 114.32% 9,496.37% 127.44%
08/2009 $864,126.61 18 18.57% 118.57% 11,260.03%
09/2009 $982,838.74   13.74% 113.74% 12,806.91%
10/2009 $963,237.10   -1.99% 98.01% 12,551.49%
11/2009 $1,003,096.40 19 4.41% 104.41% 13,070.87%
12/2009 $1,097,993.35   9.46% 109.46% 14,307.43%
01/2010 $1,129,990.97   2.91% 102.91% 14,724.38%
02/2010 $1,165,315.27 20 3.13% 103.13% 15,184.67%
03/2010 $1,234,214.72   5.91% 105.91% 16,082.47%
04/2010 $1,315,618.97   6.60% 106.60% 17,143.21%
05/2010 $1,208,179.14   -8.17% 91.83% 15,743.21%
06/2010 $1,150,458.88   -4.78% 95.22% 14,991.08%
07/2010 $1,225,622.79 2 6.53% 106.53% 15,970.50% 68.17%
Notes:
 
1
Initial investment: $5,275.00, started in 2001-07. First Buy CCK at $3.20
2
CCK hit bottom at $0.90.
3
Sold CCK at $5.20 (too early) and bought WDC at $6.09 (not a good timing) .
4
WDC downed 50%.
5
Sold WDC at $12.49.
6
Bough AMD at $16.94.
7
Additional $12,843.49 investment was added.
8
AMD hit bottom at $10.90.
9
Bought AMD for the second time. Not a good timing but AMD made a real run.
10
For the complete trading records, see $5K Porfolio Trading Records from 2001 to 2005
11
Account hit $100k for the first time and our service formally lunched on August 2006.
12
Registered to participate in MSN Money's 1st Strategy Lab Open tournament.
13
Account reached $300k. Finished 1st US MSN investment contest with +45.88% gain in four months.
14
Total return reached another milestone: more than 5,000% gain since 2001-07.
15
The Portfolio split into two small Portfolios: Core Portfolio and Short Term Portfolio.
16
The Portfolio reached half million dollar milestone.
17
$5K Portfolio was added. Now our Portfolio consists of three smaller Portfolios.
18
Total return reached 10,000% milestone.
19
Total return reached $1 million for the first time.
20
Short Term Portfolio reset back to $100k.
21
Our first try to turn $5,000 into $1 million completed. The second try has already started


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