|
| |
12-MONTH STOCK PERFORMANCE SUMMARY
2000
~ 2013 STOCK PICKS
VS. S&P 500 |
|
Month\Year |
Stock Picks
Avg.
Mo. Gain
(Loss) |
 Earned
(Stock Picks) |
S&P 500
Avg.
Mo. Gain
(Loss) |
Difference (Stock Gain - S&P Gain) |
December
2013
 |
9.88% |
|
14.03% |
(4.15%) |
|
November
2013
|
4.62% |
|
14.54% |
(9.92%) |
|
October
2013
|
1.76% |
|
12.03% |
(10.27%) |
|
September
2013
|
12.59% |
|
18.69% |
(6.10%) |
|
August
2013
|
39.40% |
|
17.42% |
21.98% |
|
July
2013
|
21.28% |
|
18.51% |
2.77% |
|
June
2013
|
23.78% |
|
22.67% |
1.11% |
|
May
2013
|
35.46% |
|
15.45% |
20.01% |
|
April
2013
|
78.55% |
|
18.09% |
60.46% |
|
March
2013
|
9.29% |
|
19.45% |
(10.16%) |
|
February
2013
|
25.50% |
|
19.59% |
5.91% |
|
January
2013
|
26.15% |
|
22.83% |
3.32% |
|
December 2012 ( )
|
23.96% |
|
27.83% |
(3.87%) |
|
November 2012 ( )
|
58.18% |
|
28.30% |
23.98% |
|
October 2012 (3)
|
30.80% |
|
14.19% |
16.61% |
|
September 2012 (3)
|
7.81% |
|
16.57% |
(8.76%) |
|
August 2012 (4)
|
24.29% |
|
17.49% |
6.80% |
|
July 2012 (4)
|
36.09% |
|
22.64% |
13.45% |
|
June 2012 (4)
|
20.93% |
|
23.00% |
(2.07%) |
|
May 2012 (3)
|
(4.51%) |
|
24.88% |
(29.39%) |
|
April 2012 (4)
|
21.77% |
|
13.16% |
8.61% |
|
March 2012 (4)
|
3.44% |
|
11.65% |
(8.21%) |
|
February 2012 (4)
|
10.20% |
|
12.05% |
(1.85%) |
|
January 2012 (2)
|
(6.27%) |
|
21.86% |
(28.13%) |
|
December 2011 (2)
|
(27.13%) |
|
14.47% |
(41.60%) |
|
November 2011 (2)
|
(9.80%) |
|
11.01% |
(20.81%) |
|
October 2011 (1)
|
30.18% |
|
9.87% |
20.31% |
|
September 2011 (3)
|
33.74% |
|
24.29% |
9.45% |
|
August 2011 (2)
|
5.67% |
|
16.60% |
(10.93%) |
|
July 2011 (3)
|
(18.87%) |
|
3.88% |
(22.75%) |
|
June 2011 (3)
|
( 6.55%) |
|
2.74% |
(9.29%) |
|
May 2011 (4)
|
12.33% |
|
0.06% |
12.27% |
|
April 2011 (3)
|
( 0.75%) |
|
4.00% |
(4.75%) |
|
March 2011 (3)
|
(21.35%) |
|
7.10% |
(28.45%) |
|
February 2011 (4)
|
1.37% |
|
2.11% |
(0.74%) |
|
January 2011 (4)
|
17.65% |
|
1.45% |
16.20% |
|
December 2010 (3)
|
4.93% |
|
0.08% |
4.85% |
|
November 2010 (3)
|
11.21% |
|
1.38% |
9.83% |
|
October 2010 (3)
|
35.98% |
|
2.65% |
33.33% |
|
September 2010 (3)
|
15.39% |
|
3.66% |
11.73% |
|
August 2010 (2)
|
43.88% |
|
8.08% |
35.80% |
|
July 2010 (2)
|
23.12% |
|
27.31% |
(4.19%) |
|
June
2010
(3)
|
33.41% |
|
19.95% |
7.13% |
|
May
2010
(3)
|
42.38% |
|
20.34% |
22.04% |
|
April
2010
(5)
|
6.79% |
|
11.60% |
(4.80%) |
|
March
2010
(3)
|
11.51% |
|
13.00% |
(1.49%) |
|
February
2010
(3)
|
51.21% |
|
22.01% |
29.20% |
|
January
2010
(5)
|
40.37% |
|
14.81% |
25.56% |
|
December 2009
(4)
|
62.75% |
|
11.82% |
50.93% |
|
November 2009
(4)
|
43.64% |
|
11.01% |
32.63% |
|
October 2009
(4)
|
15.28% |
|
9.57% |
5.71% |
|
September 2009
(3)
|
37.51% |
|
7.03% |
30.48% |
|
August 2009
(3)
|
41.92% |
|
7.32% |
34.60% |
|
July 2009
(2)
|
57.59% |
|
12.82% |
44.77% |
|
June 2009
(2)
|
4.29% |
|
12.86% |
(8.57%) |
|
May 2009
(2)
|
21.00% |
|
8.60% |
12.40% |
|
April 2009
(1
|
(2.20%0 |
|
39.44% |
(41.64%) |
|
March 2009
(1)
|
111.31% |
|
50.92% |
60.39% |
|
February 2009 (0) |
----- |
|
----- |
----- |
|
January 2009
(2)
|
(34.44%) |
|
32.43% |
(66.87%) |
|
December
2008
(1)
|
(48.13%) |
|
25.77% |
(73.90%) |
|
November 2008 (0) |
----- |
|
----- |
----- |
|
October 2008 (0) |
----- |
|
----- |
----- |
|
September
2008
(3
|
(22.57%) |
|
(14.88%) |
(7.69%) |
|
August
2008
(3)
|
(41.26%) |
|
(21.01%) |
(20.25%) |
|
July
2008
(3)
|
(52.17%) |
|
(26.75%) |
(25.42%) |
|
June
2008
(4)
|
(41.84%) |
|
(29.91%) |
(11.93%) |
|
May
2008
(5)
|
(42.92%) |
|
(35.79%) |
(7.13%) |
|
April
2008
(4)
|
(56.88%) |
|
(37.43%) |
(19.45%) |
|
March
2008
(2)
|
(70.86%) |
|
(44.22%) |
(26.64%) |
|
February
2008
(4)
|
(28.07%) |
|
(40.22%) |
12.15% |
|
January
2008
(4)
|
(45.43%) |
|
(35.94%) |
(9.49%) |
|
December
2007
(4)
|
(52.13%) |
|
(42.25%) |
(9.88%) |
|
November
2007
(5)
|
(53.60%) |
|
(39.18%) |
(14.42%) |
|
October
2007
(4)
|
(52.46%) |
|
(38.02%) |
(14.44%) |
|
Septembert
2007
(4)
|
(31.84%) |
|
(17.12%) |
(14.72%) |
|
August
2007
(5)
|
0.03% |
|
(11.74%) |
11.77% |
|
July
2007 (4)
|
3.74% |
|
(17.31%) |
21.05% |
|
June
2007 (5)
|
37.73% |
|
(11.43%) |
49.16% |
|
May
2007 (4)
|
36.10% |
|
(7.38%) |
43.48% |
|
April
2007 (4)
|
5.37% |
|
(6.71%) |
12.08% |
|
March 2007 (4)
|
(54.11%) |
|
(6.14%) |
(47.97%) |
|
February 2007 (4)
|
(12.45%) |
|
8.49% |
(20.94%) |
|
January 2007 (4)
|
(37.26%) |
|
(1.79%) |
(34.47%) |
|
December 2006 (3)
|
14.88% |
|
5.02% |
9.86% |
|
November 2006 (3)
|
(26.22%) |
|
6.55% |
(32.77%) |
|
October 2006 (3)
|
(21.01%) |
|
13.28% |
(34.29%) |
|
September
2006 (2)
|
18.60% |
|
12.40% |
6.20% |
|
August
2006
(1
|
(7.60%) |
|
10.51% |
(18.11%) |
|
July 2006 (1)
|
(23.94%) |
|
10.09% |
(34.03%) |
|
June 2006 (1)
|
14.34% |
|
4.06% |
10.28% |
|
May 2006
(2)
|
(3.55%) |
|
17.03% |
(20.58%) |
|
April
2006
(3)
|
8.67% |
|
12.32% |
(3.65%) |
|
March
2006
(3)
|
40.26% |
|
7.36% |
32.90% |
|
February 2006
(3)
|
43.37% |
|
13.85% |
29.52% |
|
January 2006
(3)
|
(11.11%) |
|
11.47% |
(22.58%) |
|
December 2005 (2)
|
9.58% |
|
12.77% |
(3.19%) |
|
November 2005
(2) |
56.32% |
|
13.32% |
43.00% |
|
October 2005
(2) |
48.70% |
|
16.04% |
32.66% |
|
September 2005
(3) |
9.20% |
|
7.63% |
1.57% |
|
Aug 2005
(2) |
62.54% |
|
2.88% |
59.66% |
|
July 2005
(2) |
224.59% |
|
5.39% |
219.20% |
|
June 2005
(3) |
219.97% |
|
5.85% |
214.12% |
|
May 2005
(1) |
63.43% |
|
10.92% |
52.51% |
|
April 2005
(1) |
100.36% |
|
10.40% |
89.96% |
|
March 2005
(1) |
63.34% |
|
9.83% |
53.51% |
|
February 2005
(3) |
110.09% |
|
7.14% |
102.95% |
|
Janaury 2005 (0) |
----- |
|
----- |
----- |
|
December 2004 (1) |
35.94% |
|
6.15% |
29.79% |
|
November 2004 (2) |
93.20% |
|
6.39% |
86.81% |
|
October 2004 (1) |
(3.97%) |
|
7.07% |
(11.04%) |
|
September 2004
(3) |
73.45% |
|
10.46% |
62.99% |
|
August 2004
(1) |
122.28% |
|
11.05% |
111.23% |
|
July 2004
(3) |
21.94% |
|
8.51% |
13.43% |
|
June 2004 (5) |
27.63% |
|
7.13% |
20.50% |
|
May 2004
(1) |
45.11% |
|
4.56% |
40.55% |
|
April 2004
(2) |
105.10% |
|
3.60% |
101.50% |
|
March 2004
(2) |
77.22% |
|
5.61% |
71.61% |
|
February 2004
(2) |
64.18% |
|
5.10% |
59.08% |
|
January 2004
(1) |
30.18% |
|
9.33% |
20.85% |
|
December 2003 (1) |
27.00% |
|
12.17% |
14.83% |
|
November 2003
(2) |
60.20% |
|
12.14% |
48.06% |
|
October 2003
(4) |
28.23% |
|
10.77% |
17.46% |
|
September 2003
(2) |
106.72% |
|
11.18% |
95.54% |
|
August 2003 (0) |
--.--- |
|
--.--- |
--.--- |
|
July 2003 (3) |
27.97% |
|
13.73% |
14.24% |
|
June 2003 (2) |
19.82% |
|
16.34% |
3.48% |
|
May
2003 (2) |
84.32% |
|
20.84% |
63.48% |
|
April
2003 picks (3) |
94.11% |
|
29.68% |
64.43% |
|
March 2003 (0) |
--.--- |
|
--.--- |
--.--- |
|
February
2003 picks (1) |
126.45% |
|
37.03% |
89.42% |
|
January 2003 picks (0) |
--.--- |
|
--.-- |
--.-- |
|
December
2002 picks (3)
|
14.10% |
|
17.28% |
(3.18%) |
|
November
2002 picks (2)
|
89.48% |
|
17.85% |
71.63% |
|
October
2002 picks (1)
|
68.63% |
|
20.06% |
48.57% |
|
September
2002 picks (1) |
117.94% |
|
16.88% |
101.06% |
|
August
2002 picks (0)
|
--.--- |
|
--.-- |
--.-- |
|
July
2002 picks (3)
|
33.13% |
|
6.16% |
26.97% |
|
June
2002 picks (3)
|
14.94% |
|
(4.55%) |
19.49% |
|
May
2002 picks (3)
|
(32.74%) |
|
(13.92%) |
(18.82%) |
|
April 2002 picks (5)
|
33.48% |
|
(20.17%) |
53.65% |
|
March 2002 picks (4)
|
25.74% |
|
(26.96%) |
52.70% |
|
February 2002 picks (4)
|
15.76% |
|
(24.47%) |
40.23% |
|
January 2002 picks (3)
|
(28.81%) |
|
(20.52%) |
(8.29%) |
|
December 2001 picks
(3)
|
11.34% |
|
(14.59%) |
25.93% |
|
November 2001 picks (3)
|
70.40% |
|
(19.87%) |
90.27% |
|
October 2001 picks (3)
|
86.55% |
|
(19.94%) |
106.49% |
|
September 2001 picks (3)
|
22.27% |
|
(16.89%) |
39.16% |
|
August 2001 picks (2)
|
12.78% |
|
(22.13%) |
34.91% |
|
July 2001 picks (2)
|
134.40% |
|
(27.10%) |
161.50% |
|
June 2001 picks (2)
|
52.96% |
|
(19.03%) |
71.99% |
|
May 2001 picks (3)
|
(7.92%) |
|
(14.77%) |
6.85% |
|
April 2001 picks (3)
|
118.47% |
|
(9.90%) |
128.37% |
|
March 2001 picks (2)
|
6.48% |
|
(2.41%) |
8.89% |
|
February 2001 picks (3)
|
65.17% |
|
(14.77%) |
79.94% |
|
January 2001 picks (3)
|
34.34% |
|
(13.06%) |
47.40% |
|
December 2000 picks
(5)
|
2.65% |
|
(13.89%) |
16.54% |
|
November 2000 picks (5)
|
45.54% |
|
(18.20%) |
63.74% |
|
October 2000 picks (3)
|
88.30% |
|
(22.07%) |
110.37% |
.Note:
= 25.00% gain
|
