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During the 8-year period ending December 2007, the WealthEffect Portfolio outperformed the S&P 500 Index by more than 40 percentage points, excluding dividends. (In the initial year beginning January 2000, the Portfolio was known as the Conservative Portfolio.) At present, the largest position in the WealthEffect Portfolio is Coca-Cola, with a weighting of 5%. You can access a wide range of valuation criteria in an excel format by clicking here. For those individuals who are interested in professional management of their investments, feel free to contact Dan Stone, portfolio manager of the WealthEffect Portfolio and Director of Research for the investment advisory firm of Steven Charles Capital. You can reach Mr. Stone directly at (800) 627-3052, or fill in the following: |
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