The Numbers Are In!!

The numbers are in and we are officially at 50.4% return for the investments that we've recommended for clients. And it's annualized 27% since I began in 2008. This is great news, I believe only one mutual fund in the country has a higher return over that time period according to Morningstar's Fund Screener tool.

Now we don't operate as a mutual fund, nor do we manage money of clients. Where we get our numbers from is with our investment consulting services. With our investment consulting services we help our clients make decisions in what stocks (bonds, mutual funds, ETFs, etc) that they may want to incorporate into their investment portfolios. They either take our advice or leave it. How we got our numbers are by using the date and price of the stocks that we've recommended it and tracked the price movements by using Updown and Google Finance. So, if you're thinking pictures or it didn't happen...

We announced last month that we are going to begin to offer stock recommendations on a monthly, quarterly, and yearly basis by subscription only. This feature to our site will come in the form of password protected pages for each time interval. We are currently working on how to fairly choose our price price point for the feature, as well as how to integrate passwords into the site. We are expecting our paid stock recommendation feature to go live on New Year's day.