Investment Results

Did You Know? The vast majority of fund managers never beat the indexes two years in a row! You can beat the indexes every year. ....AND by a significant amount too.

The Shepherd Investment Strategist
"Buy & Hold" vs "Buy & Sell"

(does NOT include profits from options)
Past performance does not guarantee future results.

        The above graphs shows what an initial $10,000 investment in 1982 would have grown to by November 30th, 2002 under four different investment scenarios. The bar at left, $109,367 represents the growth of the DJIA. The bar in the center left, $88,538, represents the growth of the Nasdaq. The bar at center right, $82,839 represents the growth of the S&P 500. But look at the bar on the right at $479,949. This represents the result after buying and selling on receipt of the eleven (11) signals to date and following our directions on what asset classes to place your funds in when not in equities. Note also that this is not based on hypothetical figures or projections as most others are - these are actual results. AND the $479,949 DOES NOT include any of the huge results we have had from the few times we have utilized leveraged instruments such as the crash of '87 (over 6700% return) and the 1991, 1994 and 1998 with returns of between 200% and 1000%. You do need to do the buying and selling however. At The Shepherd Investment Strategist we do not take possession of your money, we only issue the signals and advice on asset classes to move into.

        If you had followed our advice on the receipt of each of the Model's 11 signals and  gone into the asset classes recommended, your funds would have grown, in most cases, by an additional  $397,110 a difference of over 580% ($82,839 compared to $479,949). Worth it? Of course we think so. It should also be noted that in presenting these numbers we have erred on the side of caution, which is the underlying philosophy of our service.

HERE ARE  SOME COMPARISONS THAT SHOW THE ADVANTAGES OF MOVING INTO NEWLY IDENTIFIED BULLISH INVESTMENTS (ALTERNATE ASSET CLASS) THAT WILL CONTINUE TO GROW WHEN CIRCUMSTANCES WARRANT MOVING OUT OF STOCKS. WE PREFER TO BE IN STOCKS, BUT THERE ARE TIMES WHEN CIRCUMSTANCES IDENTIFIED BY THE MODEL INDICATE A NEW ASSET TO BE IN, THAT IT IS TEMPORARILY BOTH SAFER AND HAS A GREATER POTENTIAL FOR GROWTH THAN STOCKS  (NOTE THAT ANY SIGNAL CHANGE OR ASSET ALLOCATION IS NOT POSTED OUTSIDE THE SUBSCRIBER'S AREA UNTIL SEVERAL MONTHS FOLLOWING A CHANGE).

Past performance does not guarantee future results.

The first of these 2 graphs compares our 51.72% gain to two of the largest mutual funds in North America. The second graph compares the results of our $100,00 investment, to the three major indexes. Both graphs cover the period from October 25th 1999 to November 30th  2002.

bull

Our subscribers are never surprised in any market

bear