PERFORMANCE DATA: TAXABLE STOCK ACCOUNTS
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This portfolio holds 25-35 stocks picked for superior capital appreciation. Proper diversification is maintained by having no more than 25% invested
in any one industry group. It is a go anywhere portfolio which may invest in small, mid or large cap stocks located mostly in the U.S. The goal is do
better than the S & P 500 Index over rolling five year periods. No shorting of stocks or buying on margin is allowed. If suitable investments cannot
be found, the portfolio may hold up to 25% in cash.
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Annual Compounded Growth (2001-2011)
(assuming a $100,000 portfolio)
| Naworski Investments: |
$235,600 |
| S&P 500 Index: |
$117,568 |
| Difference: |
$118,032 |
Annual Average Return (2001-2011)
| Naworski Investments: |
8.1% |
| S&P 500 Index: |
1.5% |
Annualized Returns (rolling)
| 10 Years: |
7.9% |
| 5 Years: |
1.9% |
| 3 Years: |
17.9% |
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Significantly better long term performance than the index:
| Return |
Average of Naworski Portfolios |
S & P 500 Index |
| 2011 |
-2.8% |
2.1% |
| 2010 |
18.1% |
15.1% |
| 2009 |
42.8% |
26.5% |
| 2008 |
-36.5% |
-37.0% |
| 2007 |
5.8% |
5.5% |
| 2006 |
14.0% |
15.8% |
| 2005 |
4.7% |
4.9% |
| 2004 |
20.3% |
10.9% |
| 2003 |
50.6% |
28.7% |
| 2002 |
-9.9% |
-22.1% |
| 2001 |
9.8% |
-11.9% |
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Past performance is no guarantee of future performance. There is a risk of loss of principal. All return figures include deduction of management
fees and stock commissions. Please read the important disclosures below.
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DISCLOSURES
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1. Performance is shown after deduction of my management fees paid by the client or net of my fees. Performance shown includes payment of dividends
and income. Past performance is no guarantee of future results, and investing in securities may result in a loss of principal.
2. Accounts that begin the calendar year under the minimum amount required for that account style are not included in the aggregate composite return
until the first year in which they reach the minimum.
3. Only those accounts that were funded for the full calendar year may be counted for each year’s return calculations.
4. The returns were calculated on an asset weighted basis from 2001 to 2006. Subsequent years were calculated using average returns.
5. If an account is initially funded six months or sooner from the start of the calendar year it will not be included in the return calculations for
the upcoming year.
6. Accounts with an inflow or outflow during the calendar year were not included in the calculations for that year. Prior to 2007 accounts with an outflow or inflow of
more than 25% were not included in the calculations.
7. The volatility of the benchmark S & P 500 Index may be
materially different than the Stocks Taxable, Stocks NonTaxable or High
Dividend portfolios. The volatility of the benchmark MSCI World Index may
be materially different than the Asset Allocation portfolio.
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