Independently Audited Performance
With the majority of professional money managers delivering performance significantly worse than the market averages, and most brokerage research departments focused more on generating underwriting dollars than helping clients, very few providers of investment research earn more from actual success at investing than they charge in fees. Even fewer are willing to honestly reveal their personal track record. To demonstrate the long-term benefits of a focused deep value investment philosophy, I have had all of my personal Roth IRA account statements for the past nine year period reviewed and audited by an independent Certified Public Accountant, and am publicly releasing these results below. Past performance does not guarantee future results.
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Year-end value |
Cash deposits |
% return (net of deposits) |
| 2003 |
$24,819.52 |
$0 |
N/A |
| 2004 |
$30,843.72 |
$3,000 |
10.87% |
| 2005 |
$44,356.27 |
$3,000 |
31.06% |
| 2006 |
$76,798.32 |
$4,000 |
58.82% |
| 2007 |
$82,916.83 |
$0 |
7.97% |
| 2008 |
$64,465.31 |
$9,000 |
-29.87% |
| 2009 |
$108,601.50 |
$10,000 |
45.84% |
| 2010 |
$170,524.97 |
$0 |
57.02% |
| 2011 |
$218,838.00 |
$0 |
28.33% |
| 2012 |
$273,777.79 |
$5,000 |
22.31% |
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2011 CPA certification |
2012 CPA certification |
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