How We've Performed...
The following flash video highlights some of 13D’s key calls over the past few decades.
View: 13D Timeline Flash Video
Read: 13D Timeline PDF Version
The following areas are examples of our asset allocation strategy from 1992 to 2006.
| Focus | Gross Return |
|---|
| 1992 - 1993 Hong Kongi | 212% |
| 1994 - Brazilii | 64% |
| 1994 - Base Metalsiii | 72% |
| 1995 - U.S. technology stocksiv | 54% |
| 1997 - Italyv | 65% |
| 1993 - 1997 Germanyvi | 161% |
| 1997 - 1998 Asia Boom/Bustvii | 50+% |
| 1996 - Spring 1999 Global Bond Marketsviii | 40% |
| 1995 - 2001 “Creative Destruction” Seriesix | 26% |
| 2001 - The World’s Greatest Threat: Terrorismx | 27% |
| 2001 - 2003 The Bull Market in Goldxi | 45%,280% |
| 2001 - Water: The world’s most common resource could become its most precious commodity.xii | 105% |
| July 2001 - How to invest in the coming global food crisis.xiii | 91% |
| 2003 - A Buy Signal for Indiaxiv | 199% |
| 2004 - The rise of the smart energy network.xv | 90% |
| 2003 - Energy stocks, including oil services, natural gas, coal, alternatives, etc.xvi | 98% |
| 2005 - A Buy Signal for Brazil?xvii | 156% |
| January 2006 - Are China stocks a buy?xviii | 159% |
References
| i | Hang Seng Index |
| ii | Morgan Stanley Brazil |
| iii | Average of aluminum, nickel and copper |
| iv | Morgan Stanley High Technology Index |
| v | MibTel Index |
| vi | DAX Index 5/15/93 through 12/21/97 |
| vii | Recommended shorting all Asian stock markets and currencies. Returns are hard to calculate, but are in excess of 50%. |
| viii | Lehman Gold Aggregate Bond Index price and yield estimates. Missed the turn and gave back more than half the gain from 1996. |
| ix | As of 3/21/2001. Represents the average growth of 31 original portfolio theme recommendations versus a comparative S&P 500 Index loss of 6.6%. A detailed performance summary available upon request. |
| x | Six out of seven post-9/11 portfolio recommendations, composed of 33 different companies in homeland security, defense, bio-defense and cyber-terrorism, were up and average of 26.5% three months after each recommendation, versus an average 4.5% gain for the S&P 500 Index. |
| xi | From 3/26/01 through August 2003, GOLDS Spot Market Commodity index is up 45% while the AMEX GOLD BUGS (HUI) Index is up 280%. |
| xii | From 5/17/01 to 8/6/09, the ISE Water Index Rose 105.4%. |
| xiii | Blanket recommendation on agriculture grains and companies from 7/09/2001 to 8/06/09, corn, wheat, and soybean futures rose 96.5% on average, while the S&P Agriculture index posted a total return of 91.4%. |
| xiv | Bombay Sensex Index |
| xv | The average gain for five original recommendations is 89.9%. |
| xvi | From 6/30/03 to 6/30/09, the S&P Energy Index rose 91.9%. |
| xvii | Between 9/1/05 and 6/30/09, the Bovespa gained 156.3% in dollars. |
| xviii | Shanghai Composite Index has risen from 1233 on 1/19/06 to 3081 on 6/30/09. |
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