Investment Results

Did You Know? The vast majority of fund managers never beat the indexes! You can beat the indexes ...AND by a significant amount too.

James A. Shepherd Market Timing Service Inc.
"Buy & Hold" vs "Buy & Sell"

 

Assuming a $10,000 original investment - August 1982 through June 16, 2000

"Buy & Sell" bars are based on eleven model generated signals since 1982

Means of Stock Investment - "Hold" at left vs. "Buy & Sell"
(does NOT include profits from options)
Past performance does not guarantee future results.

        The graph shows what an initial $10,000 invested in 1982 would have grown to by June 16, 2000 (not including profits from options). The bar at left is the result for having just left it alone - not even too bad at that at $128,135. But look at the bar to the right at $351,545. Now this would be the result if one had bought and sold on receipt of my eleven (11) signals to date and following my direction on what asset classes to place your funds in when not in equities. The middle bar is if you had simply gone to cash on exiting equities. Note also that this is not based on hypothetical figures or projections as most others are - these are actual results. You do need to do the buying and selling however. At JAS MTS Inc. we do not run a fund at this time, thus we do not take possession of your money, we only issue the signals with which you must make your buying and selling decisions.

        If you follow our advice on the receipt of a sell signal and go into the asset classes recommended then to date (see graph below bar at right) your funds would have grown to an extra $223,410 ($351,545 - $128,135) a difference of 274%. Worth it? Of course we think so, but your personal portfolio and ROI may include a different set of parameters. 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.

 

Comparison of JASMTS performance against alternatives
October 25, 1999 through July 31, 2000
Past performance does not guarantee future results.

Let us observe some comparisons. We said for some time through the early part of 2000 that the various indices were not representative of what in fact was really happening 'inside' those indices to most stocks. It was only in early April that we saw some recognition of this in the NASDAQ. The graph above helps to show where we are in relation to real alternatives - the two largest mutual funds in North America: Fidelity's Magellan, and Vanguard's Wellington. The differences in early April, just after the drop in the NASDAQ were greater than even represented in this graph as of July 31th, 2000. And once the S&P 500 and DOW follow suit, as the model is still telling us they will, the difference will again be greater than in early April.

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