|
Strategic Long-Short
Equity Portfolio
Annual Performance
As of June 30, 2008
Since 1996, The Intelligent
Trader has returned
17.92% per year
vs 10.55%
per year for the S&P 500.
Our track record dates back to 1996 and the record
below clearly shows that
we've been able to weather the market's storms by buying the solid
companies about to run wild and selling short the weakest time after
time.
Had you started with us on day 1 with just $50,000 you would have
seen it grow to $263,620 by December 31, 2007. The same investment in the
S&P 500 would have grown to just $142,855.
| |
Year |
Long/Short |
S&P 500 |
Difference |
|
| |
1995 |
30.85% |
37.40% |
-6.55% |
|
| |
1996 |
19.76% |
23.10% |
-3.34% |
|
| |
1997 |
43.79% |
33.40% |
10.39% |
|
| |
1998 |
39.28% |
28.60% |
10.68% |
|
| |
1999 |
30.23% |
21.00% |
9.23% |
|
| |
2000 |
-42.95% |
-9.10% |
-33.85% |
|
| |
2001 |
16.23% |
-11.90% |
28.13% |
|
| |
2002 |
1.25% |
-22.10% |
23.35% |
|
| |
2003 |
53.56% |
26.38% |
27.18% |
|
| |
2004 |
3.97% |
8.99% |
-5.02% |
|
| |
2005 |
26.62% |
3.00% |
23.62% |
|
| |
2006 |
6.29% |
13.62% |
-7.33% |
|
| |
2007 |
17.01% |
3.53% |
13.48% |
|
| |
2008 |
3.99% |
-6.29% |
10.28% |
|
Notes:
* 1995-2000:
The Strategic Long/Short Equity Portfolio was Long Only.
*
2000-Pres: The Portfolio can be Long or Short up to 100% of assets.
* 2008 performance is January 1 - June 30, 2008
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