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

Portfolio Performance
Compared with Market Indexes

(07/31/2001 - 07/31/2010)

Year Date Portfolio Nasdaq S&P 500 DJ 30
1 2001-2002 +18.41% -34.38% -24.74% -22.63%
2 2002-2003 +231.47% +30.62% +8.63% +5.69%
3 2003-2004 +32.27% +8.78% +11.25% +9.81%
4 2004-2005 +53.90% +15.76% +12.02% +4.94%
5 2005-2006 +112.21% -4.27% +3.44% +5.12%
6 2006-2007 +67.54% +21.5% +13.99% +18.10%
7 2007-2008 +71.73% -8.67% -12.33% -13.88%
8 2008-2009 +127.44% -14.92% -22.60% -19.39%
9 2009-2010 +68.17% +13.96% +11.56% +14.11%
  Total Return*
+15,970.50%
+11.23% -9.05% -7.32%
  Annualized*
+75.72%
+1.30%
-2.52%
-2.57%

Notes:

Initial Investment: $5,250.00 on July 31, 2001. Additional Investment of $12,843.49 was put into the Portfolio at the end of July 2004.

The Portfolio grew into $1,225,622.79 in nine years with a total return of +15,970.50% and annualized return of +75.72%.

During the same nine year period, NASDAQ returned +11.23%, S&P 500 had a negative return of -9.05% and DJ 30 gave up -7.32%.



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