OUR PORTFOLIOS and THEIR RESULTS:
IntelligentValue offers four investment portfolios; our small-cap Growth-Value Portfolio, our mid-cap Power-Value Portfolio, our large-cap Mega-Value portfolio, and our special-situation Fibonacci-Value portfolio. Each portfolio contains about 5-10 stocks.
Retracement-Value (Special-Situation) Portfolio:
- Produced an amazing investment return of 306% in its first year.
- In its first 16 months, the portfolio topped a 445% return.
- In its first 25 months, the portfolio gained 530%.
An Annual Return of 306% - and Very Importantly, Low Volatility!
Power-Value (Mid-Cap) Portfolio:
- Very low volatility, steady growth and minimal drawdowns.
- Produced a return of 42% in its first 7 months.
Annualized, that's an Investment Return of 84% per Year!
Growth-Value (Small-Cap) Portfolio highlights:
- In the last quarter of 2004, our Portfolio produced a 70% investment return.
- Our first full year we produced 108% investment return.
- By October 2007, we produced a 169% investment return!
Our Subscribers DOUBLED their Money in Our First 11 Months!
NOTE: All stock prices are calculated using the average price for the
day following a recommendation, unless we issue a rare mid-week, mid-session
e-mail alert. In that case, we will use the price at the time of the release.
RETRACEMENT PORTFOLIO (Special Situation)
Here is the current, real-time, daily-updated graph of IntelligentValue's Retracement Portfolio investment performance:
The Retracement portfolio chooses five stocks each week that have recently fallen a certain percentage from their 26-week high. We're looking for stocks where investors have simply started to take profits after the 26-week high announcement, but there is no bad news. Invariably, these stocks will shoot back up to the same price they were at before, giving us incredible profits (a 306% return the first year!).
The key is in finding the stocks that have gone down just the right percentage (a "Fibonacci Value") and knowing exactly when to sell them (another "Fibonacci value"). Try it for FREE for your first month!
Note: You can see our daily performance details since starting this portfolio by clicking here. (Click "Cancel" when asked for passwords.)
How the IntelligentValue Portfolios Work:
To create our portfolios, we use the Scientific Method to choose the factors that have contributed to the highest value stocks over the last decade. These factors can be items such as Price/Sales ratio, Price/Cash Flow, long-term earnings growth compared to the company's industry and over 400 additional factors and formulas. Each factor or formula is analyzed to determine its actual contribution to a stock's investment growth.
Then we begin combining the best factors to create a "system" that will choose the stocks for your portfolio each month. Above you can see the chart of the back-tested results for the last 5.5 years from one of the systems we use for one of our portfolios. You can see that it has a smooth, consistent chart. The average annual investment return of this system is 110.68% per year.
Credibility of Our Numbers
The IntelligentValue portfolio data and graphs are supplied by FinancialContent.com, a leading provider of financial investment data and business applications to the online media and financial industry. IntelligentValue does not provide any of the specific stock quotes and other data seen on our site. They are all provided by FinancialContent.com, maintaining an independent third party relationship and its inherent credibility. FinancialContent also provides services for many well-known companies such as CBS News, CNET, Denver Post, San Francisco Chronicle, CBS Radio, San Diego Union Tribune, ABC TV-KGO, StreetIQ and many more.
Our goal has been to provide our subscribers with the ultimate in credibility in our portfolios. Therefore, in coordination with FinancialContent, we have established a system that updates each stock in our portfolio every five minutes of every trading day. Furthermore, the portfolio graph is updated by FinancialContent at the end of each day with the latest information available on all our stocks.
According to Wing Yu, CEO, "The investment performance of the IntelligentValue portfolios have been incredible. Yet, Chris Michaels is all about credibility. He has created an index based on his very successful investment strategies which lets his subscribers monitor every position that he takes.
The Intelligent Value Newsletter relies on its community of subscribers to vet the daily reporting; subscribers would complain if they don't get buy or sell recommendations by email and the recommendations later get recorded in the portfolios. Intelligent Value also turns to FinancialContent to track the portfolio values as they change throughout the trading day and to record the end of day values for historical purposes. The combined "notarization" by the community and FinancialContent certainly won't be as accurate as an actual audit, but an even more powerful factor compels the editors of the Intelligent Value newsletter to maintain their integrity: subscriber retention."
If you want to learn about high-quality stocks such as the ones that have provided successful investment results for IntelligentValue.com subscribers, please subscribe today!
*PRIOR PERFORMANCE MAY NOT BE INDICATIVE OF FUTURE RETURNS
Total returns are price-related only, and the effects of dividend
reinvestment and advisory and trading costs are not included.
1-MONTH FREE TRIAL SUBSCRIPTION!
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