Investing
The model portfolio on which the returns are based was posted by Doug Weimer and Henry Wirth on June 30, 2001. The returns shown below are returns that would have been realized if transactions had been executed at the average HI-LO price on the first trading day after the recommendations were made to WEIMERandWIRTH subscribers. Ten Years of WEIMERandWIRTH performance relative to four indices is shown below, but the most appropriate benchmark would probably be the Micro Cap Index.
However, 2011 was not a good year for the WEIMERandWIRTH system of growth and momentum investing. That fact resulted in a number of changes to WEIMERandWIRTH. The most important changes are that Doug Weimer retired and new subscribers will no longer be accepted. Go to Changes for a comprehensive explanation.
Go to Performance History for a complete yearly record of our performance relative to the NASDAQ 100 (QQQ), the Vanguard S&P 500 (VFINX), the Vanguard Small Cap Index (NAESX) and the iShares Micro Cap Index (IWC).
Disclosures:
1. The returns shown above are returns that would have been realized if transactions had been executed on the first trading day after the recommendations were made to WEIMERandWIRTH subscribers.
2. The securities held in the WEIMERandWIRTH model portfolio may be purchased or sold by Doug Weimer and/or Henry Wirth and/or some or all of our information providers BEFORE the portfolio contents are disseminated to WEIMERandWIRTH subscribers.
3. Average Transaction Costs of approximately 0.5% are included in the WEIMERandWIRTH returns shown above.
4. Doug Weimer and/or Henry Wirth are not registered investment advisers nor are we brokers or dealers.
Disclaimer:
Doug Weimer, Henry Wirth, HenryWirth.com, WEIMERandWIRTH.com and any of our information providers, parents, members, subsidiaries, affiliates, service providers, licensors, officers, directors or employees shall NOT be liable for any direct, indirect, incidental, special or consequential damages arising out of, or relating to, or resulting from the use or the inability to use their selections and websites, including but not limited to damages for loss of profits, use, data or other intangible damages.