Historical Results

It’s your money and nobody cares more about it than you. By now you know that most investment professionals will not tell you when to get out of the stock market.

Never again ride out a Bear Market because someone tells you to stay in the market. This last Bear Market should have convinced you that “Buy and Hold Is Dead.”

Summary of our 43 Year Real-time Buy and Sell Signals

Value of One-time $10,000 Investment July 20,1970

Assuming Taxes Paid From Another Source

Pennsylvania Mutual Fund $9,233,423

Nicholas Fund $1,418,919

Year Buys Sells Days In Days Out Pa. Mutual % Gain Nicholas
% Gain
1970 2 1 79 85 +23.9 +20.1
1971 2 2 184 181 +45.3 +68.1
1972 2 3 167 198 +27.7 +42.5
1973 2 2 76 289 +17.5 +16.8
1974 3 3 108 257 -5.9 +7.2
1975 4 3 239 126 +89.4 +46.9
1976 3 3 206 159 +37.6 +12.7
1977 4 5 157 208 +25.7 +17.5
1978 4 4 162 203 +20.8 +21.4
1979 5 4 216 149 +21.6 +17.9
1980 2 3 142 223 +60.9 +47.0
1981 4 4 165 200 +4.9 +8.2
1982 2 2 189 176 +46.9 +38.8
1983 3 3 255 110 +34.8 +27.4
1984 3 3 109 256 +2.5 -1.2
1985 3 2 192 173 +24.8 +18.2
1986 2 3 203 162 +11.3 +15.3
1987 3 2 177 188 +18.6 +15.8
1988 2 3 168 196 +13.6 +4.0
1989 3 3 206 159 +13.8 +13.6
1990 3 2 83 282 +5.6 +.3
1991 4 4 90 275 +11.7 +5.6
1992 2 2 204 161 +12.6 +7.4
1993 0 1 309 56 +11.4 +3.3
1994 2 2 66 299 +5.1 +2.2
1995 2 1 295 70 +18.4 +25.5
1996 2 3 237 128 +9.8 +16.4
1997 4 3 248 117 +21.0 +19.9
1998 3 4 164 201 +13.2 +14.6
1999
2
2
45
320
+10.4
-0.2
2000
2
1
108
257
+12.2
+2.4
2001
2
2
278
87
+32.6
-10.2
2002
2
2
215
150
+7.1
-6.5
2003
2
2
325
40
+34.9
+30.7
2004
3
3
291
74
+17.2
+8.8
2005
2
2
270
95
+17.3
+1.9
2006
2
2
288
77
+16.2
+10.5
2007
4
5
234
131
+1.2
-8.5
2008 6 5 176 189 -11.7 -16.7
2009 5 5 279 86 +20.7
+15.7
2010 5 5 254 111 +7.8
+5.1
2011 6 6 249 116 -17.7 -13.6
2012 4 4 292 73 +3 +3.5
Annual Compounded Rate
+17.4% +12.0%

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Future Results may not equal Past Results.

The power of compounding takes over if you have enough time on your side.

We traded these funds until they decided to discontinue telephone transfers. They are, however, representative of the growth funds that were available, and similar results should have been attained using our program with any good growth stock fund. During this time period we avoided every Major Drop in the stock market and we stayed in every Major Up move. Years 2003, 2004, 2005, 2006, and 2009 are perfect examples of how the RIX Index keeps us in an up market. It is the power of compounding that will make you wealthy.

2008 was a very difficult year and many investors lost 40-50% of their life savings.

My newsletter was ranked 7th in the country for the year 2008 by the Hulbert Financial Digest.

Notice how good timing has kept us in Major up markets and out of Major declines.

2011 was the worst year we have experienced…