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Few Medals for Market-Timers
(Note: This is an extended, online-only version of the table that
appears in the March 9, 1998 issue of Business Week.)
NEWSLETTER PORTFOLIO/ 10-YR. AVG. ANNL. ADJUSTED
TIMING SYSTEM TOTAL RET.* TOTAL RET.**
Systems & Forecasts "TimeTrend" 16.90% 18.80%
Bob Brinker's Aggressive Growth
Marketimer Fund Portfolio 15.81 17.23
Market Logic Seasonality Timing 15.73 23.51
System
The Big Picture Master Key 14.99 17.52
Timer Digest "5 & 10" Consensus 14.92 15.73
Value Line Top 100 Timely Stocks 13.62 17.17
Investment Survey
Fund Exchange U.S. Margined Timing 13.55 14.64
Investors Fidelity Switch Fund 13.42 17.47
Intelligence (Equity) Portfolio
Fabian Premium Domestic Fund 13.41 14.46
Investment Resource Composite
Professional Timing "Supply/Demand 13.05 18.27
Service Formula"
Mutual Fund Trader's Corner 12.62 14.93
Forecaster Portfolio
Market Logic Recommended Stock 12.62 14.76
Exposure
The Dines Letter Long-Term 12.39 14.20
The Outlook Stock Appreciation 12.26 17.05
Ranking System (5-star)
The Dines Letter Short-Term 11.31 13.59
Dow Theory Letters Primary Trend 11.05 13.88
The Marketarian Mutual Fund 10.75 11.67
Letter Portfolio for Traders
The Mutual Fund MIRAT--Rydex Growth 10.51 12.02
Strategist Portfolio
The Dines Letter Intermediate-Term 9.96 10.66
Fund Exchange U.S. Market Timing 9.86 13.25
The Marketarian Mutual Fund Portfolio 9.72 10.53
Letter for Investors
Growth Fund Guide Timing Only: Mutual 9.68 15.82
Fund Allocation
Personal Finance Mutual Fund Portfolio 9.46 11.24
for Short-Term Traders
The Professional Intermediate-Term 8.95 11.24
Tape Reader
The Professional Short-Term 8.34 10.13
Tape Reader
InvesTech Research 7.85 12.63
Market Analyst
InvesTech Research 7.70 12.19
Mutual Fund Advisor
Growth Stock Outlook 7.47 17.32
The Professional Long-Term 7.18 8.89
Tape Reader
Stockmarket Cycles Fidelity Select 6.65 8.47
Switchers
Futures Hotline Stock Fund 6.38 7.42
Mutual Fund Timer
The Elliott Wave Investors 5.84 7.17
Theorist
Standard & Poor's 500 18.04
Wilshire 5000 Value-Weighted
Total Return Index 17.57
U.S. Diversified Equity Funds 15.74
All Equity Funds 14.24
*Annualized, 1988-97
**Assumes portfolio had same risk as the Wilshire 5000 Value-Weighted Total
Return Index
DATA: HULBERT FINANCIAL DIGEST, MORNINGSTAR INC., BUSINESS WEEK
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Updated Feb. 26, 1998 by bwwebmaster
Copyright 1998, by The McGraw-Hill Companies Inc. All rights reserved.
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