BUY SIGNAL - Jan. 29, 1991 SELL SIGNAL- Apr. 4, 1994 |
| Mutual Fund or IndexBuy & Sell Price |
Gain / Loss |
|
| Dreyfus BASIC S&P 500 Index Fund - DSPIXN/A |
|
| Spartan 500 Index Fund - FSMKX24.72 - 32.56 |
+ 31.7 % |
| T Rowe Price Equity Index Fund - PREIXN/A |
|
| Strong Index 500 Fund - SINEXN/A |
|
| Vanguard Index Trust 500 Fund - VFINX31.36 - 41.23 |
+ 31.5 % |
| S&P 500 Index - SPX331.06 - 438.92 |
+ 32.6 % |
| Rydex Nova Fund (1.5 beta) - RYNVXN/A |
|
| Fidelity Blue Chip Growth Fund - FBGRX15.14 - 24.10 |
+ 59.2 % |
| American Century Ultra Fund - TWCUX10.40 - 20.71 |
+ 99.1 % |
| Vanguard Index Trust Small Cap Fund - NAESX6.62 - 15.11 |
+ 128.2 % |
BUY SIGNAL - Aug. 29, 1994 SELL SIGNAL - Sept. 14, 1998 |
| Mutual Fund or IndexBuy & Sell Price |
Gain / Loss |
|
| Dreyfus BASIC S&P 500 Index Fund - DSPIX10.43 - 21.85 |
+ 109.5 % |
| Spartan 500 Index Fund - FSMKX35.38 - 71.48 |
+ 102.0 % |
| T Rowe Price Equity Index Fund - PREIX13.74 - 28.07 |
+ 104.3 % |
| Strong Index 500 Fund - SINEXN/A |
|
| Vanguard Index Trust 500 Fund - VFINX44.85 - 95.95 |
+ 113.9 % |
| S&P 500 Index - SPX424.59 - 1029.72 |
+ 142.5 % |
| Rydex Nova Fund (1.5 beta) - RYNVX10.81 - 26.18 |
+ 142.2 % |
| Fidelity Blue Chip Growth Fund - FBGRX26.42 - 41.40 |
+ 55.6 % |
| American Century Ultra Fund - TWCUX20.64 - 30.05 |
+ 45.6 % |
| Vanguard Index Trust Small Cap Fund - NAESX15.82 - 19.39 |
+ 22.6 % |
BUY SIGNAL - Nov. 16, 1998 SELL SIGNAL - Oct. 2, 2000 |
| Mutual Fund or IndexBuy & Sell Price |
Gain / Loss |
|
| Dreyfus BASIC S&P 500 Index Fund - DSPIX24.14 - 30.06 |
+ 24.5 % |
| Spartan 500 Index Fund - FSMKX79.05 - 99.11 |
+ 25.4 % |
| T Rowe Price Equity Index Fund - PREIX30.96 - 38.67 |
+ 24.9 % |
| Strong Index 500 Fund - SINEX14.34 - 17.75 |
+ 23.8 % |
| Vanguard Index Trust 500 Fund - VFINX106.17 - 132.56 |
+ 24.9 % |
| S&P 500 Index - SPX1135.87 - 1436.23 |
+ 26.4 % |
| Rydex Nova Fund (1.5 beta) - RYNVX29.64 - 38.30 |
+ 29.2 % |
| Fidelity Blue Chip Growth Fund - FBGRX45.26 - 59.37 |
+ 31.2 % |
| American Century Ultra Fund - TWCUX31.82 - 43.90 |
+ 38.0 % |
| Vanguard Index Trust Small Cap Fund - NAESX21.21 - 23.99 |
+ 13.1 % |
During this cash position, Oct 2, 2000 - April 28, 2003, account gained
(approx) + 7.5 % in in money market interest.
|
BUY SIGNAL - Apr. 28, 2003 SELL SIGNAL - July 27, 2004 |
| Mutual Fund or IndexBuy & Sell Price |
Gain / Loss
updated monthly |
|
| Dreyfus BASIC S&P 500 Index Fund - DSPIX19.12 - 23.06 |
+ 19.7 % |
| Spartan 500 Index Fund - FSMKX63.22 - 75.69 |
+ 19.7 % |
| T Rowe Price Equity Index Fund - PREIX24.64 - 29.51 |
+ 19.8 % |
| Strong Index 500 Fund - SINEX10.82 - 12.86 |
+ 18.9 % |
| Vanguard Index Trust 500 Fund - VFINX84.53 - 101.23 |
+ 19.8 % |
| S&P 500 Index - SPX914.84 - 1094.83 |
+ 19.7 % |
| Rydex Nova Fund (1.5 beta) - RYNVX17.42 - 23.06 |
+ 32.4 % |
|
Fidelity Blue Chip Growth Fund - FBGRX33.52 - 38.47 |
+ 14.8 % |
| American Century Ultra Fund - TWCUX22.37 - 26.45 |
+ 28.2 % |
Vanguard Index Trust Small Cap Fund - NAESX16.21 - 22.60 |
+ 39.4 % |
BUY SIGNAL - Nov 4, 2004 to SELL SIGNAL July 18, 2006 |
| Mutual Fund or IndexBuy & Sell Price |
Gain / Loss
updated monthly |
|
| S&P 500 Index - SPX 1161.67 - 1236.86 |
+ 6.5 % |
| Rydex Nova Fund (1.5 beta) - RYNVX 24.65(d) - 26.70 |
+ 8.3 % |
| During this cash position, July 18, 2006 - August 2, 2006, account gained (approx) + 0.2 % in in money market interest. |
|
BUY SIGNAL - August 2, 2006 to SELL SIGNAL January 7, 2008 |
| Mutual Fund or IndexBuy & Sell Price |
Gain / Loss
updated monthly |
|
| S&P 500 Index - SPX 1278.55-1468.36 |
+ 14.8 % |
| Rydex Nova Fund (1.5 beta) - RYNVX 25.46 (d) - 30.69 |
+ 20.5 % |
| |
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