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Prudently Beat the Market 2-to-1!
Top Returns while Managing Risk
January 20, 2008
Sugar Land, TX
Annualized returns for the AlphaProfit Focus and Core model portfolios and domestic mutual funds
for the 3 year period ending December 31, 2007 are reported below:
Model, Index, or Category |
3 Year Ann. Return |
The AlphaProfit Focus™ and Core™ model portfolios represent alternatives to investing in diversified domestic mutual funds. The Focus model
portfolio seeks aggressive growth and the Core model portfolio seeks long-term capital appreciation.
As part of monitoring the performance of the model portfolios, we compare their returns with those of diversified domestic mutual funds.
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AlphaProfit Focus Model Portfolio |
16.9% |
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AlphaProfit Core Model Portfolio |
14.0% |
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Dow Jones Wilshire 5000 Index |
9.2% |
S&P 500 |
8.6% |
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Large-cap Core Mutual Funds |
8.1% |
Large-cap Growth Mutual Funds |
8.7% |
Large-cap Value Mutual Funds |
8.5% |
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Mid-cap Core Mutual Funds |
9.5% |
Mid-cap Growth Mutual Funds |
11.7% |
Mid-cap Value Mutual Funds |
9.1% |
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Small-cap Core Mutual Funds |
6.6% |
Small-cap Growth Mutual Funds |
8.3% |
Small-cap Value Mutual Funds |
5.4% |
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Average total returns for domestic mutual funds by category from Lipper as
reported in Investors' Business Daily.
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During the past three years, the AlphaProfit model portfolios have outperformed the average mutual fund in each category.
As for risk, Hulbert Financial reports the Sharpe Ratio* for the AlphaProfit Newsletter over the past three years is 0.27.
The Sharpe Ratio for the Dow Jones Wilshire 5000 is 0.18. In other words, the AlphaProfit Newsletter has outperformed the DJW 5000 by 50% on a
risk-adjusted basis.
The largest 12-month drawdown, i.e., the peak to trough decline, for the Newsletter is a positive 3.93%. In comparison, the largest 12-month drawdown for the DJW 5000 is -2.07%.
Subscribe to the AlphaProfit Newsletter today and prudently invest in the right sectors and industries!
*Sharpe ratio is a measure of risk-adjusted performance. It is calculated by dividing performance by risk. A higher number is preferable.
About AlphaProfit
AlphaProfit Investments, LLC, is a Texas-based investment research firm. AlphaProfit publishes the AlphaProfit Sector Investors' Newsletter. As evident
from its Hulbert rankings, the newsletter is a
consistent, top performer that has bagged the coveted #1 RANK several times. Drawing on insights and research into sector investing, the
newsletter offers winning sector fund and exchange traded fund recommendations and top mutual fund portfolios for superior
long-term results.
For the 5 year period ending December 31, 2007, AlphaProfit model portfolios have increased by up to 199%, an average annual rate of 24.5%. During the same period,
the Dow Jones Wilshire 5000 Total Market Index increased at an average annual rate of 14.1%.
To learn more about AlphaProfit and to subscribe to the AlphaProfit Sector Investors' Newsletter,
visit http://www.alphaprofit.com.
Source: AlphaProfit Investments, LLC
Notes: The AlphaProfit Sector Investors' Newsletter™ is for information purposes only. AlphaProfit Investments, LLC is not soliciting any subscriber to buy or
sell any security. Nothing herein should be construed as an offer to buy or sell securities or to give individual advice on investing. Before buying or selling any mutual fund,
exchange-traded fund, security, or investment, read the prospectus carefully. For securities held in brokerage accounts, read the broker's specific terms and conditions which apply
to trading of the securities. AlphaProfit Investments, LLC cannot and does not give any assurance that the present or future model portfolio changes will be profitable. Past performance
is not a guarantee for future results. Factual material is obtained from sources believed to be reliable and is provided without warranties of any kind. AlphaProfit Investments, LLC is not
responsible for any errors or omissions. AlphaProfit Investments, LLC neither is associated with nor receives any compensation from any of the mutual fund companies, brokers, or entities connected
with the exchange-traded funds mentioned in the newsletter. Please review our Terms and Conditions of Use and Subscriber Agreement which is available on our website at www.alphaprofit.com; they govern your
relationship with AlphaProfit Investments, LLC, including, but not by way of limitation, use of this newsletter. No part of the AlphaProfit Information may be reproduced or re-transmitted in any manner
without written permission of AlphaProfit Investments, LLC.
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