| 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% |
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