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"#1 Rated by Hulbert Financial Digest" |
| Testimonials |
'I like the Navigator Weekly Commentary; it gets underneath the facts and figures of the preceding week.'
Dr. G.K. Hoffman, Belvidere, IL
No-Load Navigator subscriber since 2003 |
- Model portfolios that beat the S&P 500.
- The Navigator's proprietary rankings of the top no-load funds without a fee, in several areas such as growth, value, balanced, international, income, technology and other sectors.
- Statistical analysis of the ranked funds presented in a clear, concise format.
- Electronic newsletter available the minute that the data is compiled.
- The Navigator Weekly Market Commentary available by e-mail and our web site and includes notification when changes are made to the models.
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"Don't Go Fidelity Alone In 2008"
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Portfolio |
2001 |
2002 |
2003 |
2004 |
2005 |
2006 |
2007 |
$100,000
Investment |
Capital
Appreciation |
-2.47 |
-5.39 |
36.21 |
20.72 |
15.53 |
9.15 |
16.06 |
$222,056 |
Growth &
Income |
14.06 |
-8.89 |
31.97 |
16.76 |
8.66 |
9.92 |
7.50 |
$205,585 |
S&P 500 Benchmark |
-12.11 |
-22.10 |
28.69 |
10.90 |
3.00 |
13.62 |
3.53 |
$119,195 |
"Don't Go Vanguard Alone In 2008"
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Portfolio |
2001 |
2002 |
2003 |
2004 |
2005 |
2006 |
2007 |
$100,000 Investment |
Capital
Appreciation |
1.28 |
-18.06 |
30.98 |
19.48 |
9.98 |
14.06 |
12.74 |
$183,681 |
Growth &
Income |
14.93 |
-15.71 |
31.99 |
16.09 |
8.92 |
15.29 |
4.85 |
$195,456 |
S&P 500
Benchmark |
-12.11 |
-22.10 |
28.69 |
10.90 |
3.00 |
13.62 |
3.53 |
$119,195 |
"Don't Go Schwab Alone in 2008"
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Portfolio |
2003 |
2004 |
2005 |
2006 |
2007 |
$100,000 Investment |
Capital Appreciation Model |
27.01 |
12.74 |
7.32 |
12.25 |
9.41 |
$188,739 |
Growth & Income |
19.29 |
12.14 |
5.27 |
13.20 |
6.95 |
$170,490 |
S&P 500 Benchmark |
28.69 |
10.90 |
3.00 |
13.62 |
3.53 |
$172,905 |
"Don't Go Sectors Alone In 2008"
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Portfolio |
2002* |
2003 |
2004 |
2005 |
2006 |
2007 |
$100,000 Investment |
Fidelity Select
Sector |
1.64 |
30.55 |
25.79 |
11.54 |
11.36 |
5.20 |
$218,184 |
ETF Sector
Model |
-0.51 |
29.17 |
13.50 |
10.74 |
14.56 |
9.45 |
$203,244 |
Rydex/Profunds
Sector Model |
4.92 |
20.46 |
23.71 |
12.24 |
14.37 |
5.61 |
$211,958 |
S&P 500
Benchmark |
-3.40 |
28.69 |
10.90 |
3.00 |
13.62 |
3.53 |
$167,036 |
* - Inception date: 9/1/2002 |
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| Copyright © 2008 Prestige Financial, Inc. |
