Selection Methodology Track Record

Succeeding in both bull and bear markets

The ValuM sector selection process used in the AlphaProfit Sector Investors' Newsletter has a long, successful record of skimming winners and avoiding losers.

Dr. Sam Subramanian, founder of AlphaProfit Investments, developed the ValuM Investment Process in the early 1990s to select sectors. Sam invests his personal assets in several of the model portfolio holdings since that time.

ValuM Process vs. Dow Jones Wilshire 5000

From Dec 1993 through Sep 2003, ValuM selections-based AlphaProfit Focus and Core model portfolios on average beat the market more than 4-to-1.

ValuM Process Annualized and Risk-Adjusted Return vs. Dow Jones Wilshire 5000

ValuM selections have outperformed the Dow Jones Wilshire 5000 index on raw and risk-adjusted basis.

	Annualized Return	Risk-Adjusted Return
AlphaProfit Focus	31.7%	1.03
AlphaProfit Core	24.0%	1.00
Dow Jones Wilshire 5000	9.5%	0.28

Risk-adjusted return is measured using the Sharpe ratio. Higher Sharpe Ratio implies superior risk-adjusted performance.

How ValuM Process Succeeds

The ValuM sector selection process succeeds by selecting winning sectors in bull and bear markets and by weeding them out before stay becomes unwelcome.

Facts	Examples

Selects crown winners in bull markets	132% gain with technology (FSPTX) vs. DJW 5000's 31% gain in 1999 62% gain with brokerage (FSLBX) vs. DJW 5000's 24% gain in 1999
Identifies gems in bear markets	71% gain with oil & gas E & P (FSNGX) vs. DJW 5000's 11% loss in 2000 64% gain with gold (FSAGX) vs. DJW 5000's 21% loss in 2002
Times exits to lock-in gains	Avert 49% loss in 1998 after riding oil & gas E & S (FSESX) for 52% gain in 1997 Avert 21% loss in 2000 after riding communications equipment (FSDCX) for 123% gain in 1999.

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