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How the Performance Chart is Calculated

The performance chart for the Daily Stock Advisory trades is calculated based upon the following criteria:

  • An assumption is made that a fixed portion of the investor's total investment funds are allocated to following stock positions as presented by the Market Summary & Forecast Daily Stock Advisory.
  • Any one full position taken is 20% of the total funds allocated and/or accumulated utilizing the Daily Stock Advisory (i.e. 5 full positions will be taken at most).  A half position  is 10%.
  • Long and short positions are treated equally.
  • All positions are taken on a cash basis only.  Although, in actual practice, short positions require only margin, the performance chart considers these trades on a cash basis.
  • All positions underlying the returns depicted in the performance chart are documented in the Past Reports, Daily Stock Advisory Archive.

 
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Disclaimer: This material is for your private information. We are not soliciting any action based upon it. Opinions expressed are our present opinions only. The material is based upo information considered reliable, but we do not represent that is accurate or complete, and it should not be relied upon as such. We, or persons involved in the preparation or issuance of this material may, from time to time, have long or short positions in, and buy or sell the securities or options of companies mentioned herein.