Conscious Investor in the News
Home page
Conscious Investor: an Investment Revolution
Demo Video 1: Find a Great Company in 6 Minutes
Demo Video 2: How to Buy and Sell at the Right Price
More Videos: USA Australia Canada
YouTube Videos on Investing and Conscious Investor
View Our Outstanding results
Why Should I Subscribe?
Subscriber Results
Risk Free Subscription
Conscious Investor
FREE
Results and Facts
The Inside Story
The Subscription
World's Greatest Investor
The More You Know
For More Indepth
Support


Watch List and Model Portfolios

The aim of Conscious Investor is to help investors find their own quality companies selling at profitable prices. Sometimes it can speed up this process by seeing what others have done – and, more importantly, to know why they have done it. For this reason Conscious Investor has a Watch List and a Model Portfolio.

Watch List The Watch list consists of companies that we would consider investing in but are still a little too expensive. Subscribers are given summary analyses of each of the stocks in the Watch List.

Model Portfolios The Model Portfolios are two portfolios of stocks prepared by Professor John Price that were started in March 2003, one for the USA and one for Australia.

An investment of $10,000 in the USA portfolio would now have a value of $18,029.50 as of July, 2007 compared to $17,804.32 if the same amount of money had been invested in the S&P500. The same investment in the Australian portfolio would have a value of $33,007.72 compared to $22,317.08 if the same amount of money was invested in the All Ordinaries Index.

Below we show the performance of those stocks that have been in the portfolios for at least 12 months. Subscribers get access to the details of these portfolios including the actual companies. (The returns include dividends and the averages are weighted according to the time the companies have been in the portfolios.)

Model Portfolio - USA - February 2006
Company
Average
Annual
Return
Recent
Price
Entry
Price
Entry
Date
Company 1
15.15%
$45.99
$30.79 31-Mar-03
Company 2
1.12%
$35.65
$34.54 31-Mar-03
Company 3
11.27%
$53.80 $39.71 31-Mar-03
Company 4
37.26%
$65.91 $26.77 31-Mar-03
Company 5
20.83%
$25.78 $15.05 31-Mar-03
Average
18.33%
   

Model Portfolio - AUSTRALIA - February 2006
Company
Average
Annual
Return
Recent
Price
Entry
Price
Entry
Date
Company 1
7.83%
$2.85 $2.30 31-Mar-03
Company 2
16.02%
$47.02
$31.79 16-Jun-03
Company 3
29.10%
$18.20 $8.80 31-Mar-03
Company 4
37.33%
$69.06 $29.95 16-Jun-03
Company 5
17.13%
$17.54
$12.96
05-Mar-04
Average
24.67%
   

 

View the Free Demo!
| | |
Copyright 2007. Conscious Investing. All Rights Reserved. View our Disclaimer .