RESULTS

In the July 31, 2006 issue, Barron’s reviewed their stock picking results for the first six months of the year. They compared the results on stocks that had bullish articles written about them and also compared stocks receiving bearish articles. Lynch Investments ran those stocks through their Model to find when and at what prices they would have invested. Below are the results.

Barron’s results
Lynch Model results
Bullish Articles
$47.87
$824.36
Bearish Articles
$18.08
$1,849.15

The principal reason the Model was so successful is its ability to recognize opportunity long before it comes to the attention of the press and public. The Model’s algorithms analyze the supply/demand relationships and pinpoints when those relationships are out of balance signaling an opportunity.

We maintain individual portfolios whereby each portfolio consists of those stocks in a particular Index. Below are the returns for each portfolio through August 2008.

 
Mean Compound Annual Growth Rate
Mean Years
Standard & Poors 100 Portfolio
12.93%
20.23
NASDAQ 100 Portfolio
20.37%
10.66
Dow Jones Utility Average Portfolio
9.93%
16.55
Dow Jones Industrials Portfolio
12.43%
22.26
Dow Jones Transportation Portfolio
9.35%
16.46


As of June 2008, a hypothetical portfolio called the LYNCH INVESTMENTS RISK-MANAGED PORTFOLIO, started January 2003 and consisting of 242 stocks, has increased by 87.63% compared to the Standard & Poors 500 Index increase of 45.80%. Below is a chart representation of the above. Go to our RESOURCES tab for details on our risk-managed portfolio.

The Lynch Model Monthly Portfolio Compared to the Standard & Poors 500
> Click Here to Download The Lynch Monthly Porfolio Summary comparison to S&P 500

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