“I have been using the Focus Portfolio for two years. For the first three months of this year (2007) the Focus Portfolio has outperformed my trading stock portfolio, dividend portfolio and mutual fund portfolio. Keep up the good work.”
Model Portfolio Annualized Returns
DEC. 1993 to DEC. 2023
DEC. 1993 to DEC. 2023| Fidelity Agg. Growth | 17.8% |
| Fidelity Growth | 14.6% |
| ETF Agg. Growth | 17.5% |
| ETF Growth | 14.3% |
| No-Fee Growth (inc. 2009) | 10.9% |
| S&P 500 | 10.1% |
Stock Recommendation Returns
DEC. 2013 to DEC. 2023
| Win Rate | 91% |
| Avg. Holding Period | 2.6 months |
| Avg. Gain | 12.8% |
MEET
DR. SAM SUBRAMANIAN
