ChartSmarts Historical Account Performance

We provide a hypothetical account value table for purposes of understanding the value of ChartSmarts to our customers. These tables are provided solely for the purposes of illustrating the efficacy of the ChartSmarts.

The tables are based upon a $50,000 investment portfolio.

Past performance is no guarantee of future returns. All information below is derived from sources believed to be accurate, but no guarantee can be made with regard to accuracy, nor the tradability of the recommendations below. This is not an actual trading account. Trading can be risky, and there is no guarantee that stop orders will be filled at the stop price. Do your homework before you trade these or any service's trading ideas.

A $50,000 starting account value as of inception, March 8, 2002:

All recommendations are pursued actively and concurrently
 The standard maximum amount invested in a single position is $10,000 [50% positions = $5,000]
 Hypothetical account values exclude commissions, interest, and compounding

Historical performance for the year 2002 following this approach is here.
Historical performance for the year 2003 following this approach is here.
Historical performance for the year 2004 following this approach is here.
Historical performance for the year 2005 following this approach is here.  
Historical performance for the year 2006 following this approach is here.  
The current performance for the year 2007 following this approach is here.  

Important Note* A key part of ChartSmarts' performance is the use of our specifically published targets and stops--that is: EXIT DISCIPLINE. Trading any of the ideas mentioned below without our specifically stated stops and/or targets from the ChartSmarts Newsletters will very likely result in adverse performance.

Past performance is no guarantee of future returns. All information below is derived from sources believed to be accurate, but no guarantee can be made with regard to accuracy, nor the tradability of the recommendations below. This is not an actual trading account. Trading can be risky, and there is no guarantee that stop orders will be filled at the stop price. Do your homework before you trade these or any service's trading ideas.


 

ChartSmarts™ is an Equity Guardian Group publication. Equity Guardian Group is a Registered Investment Advisory, yet purchase of any of Equity Guardian Group's Investment Newsletters does not imply nor constitute an investment advisory relationship between subscribers and the publishers, editors, or staff at Equity Guardian Group, LLC.  

For further information regarding our services please contact Equity Guardian Group at 859-393-3335.

Past Performance is not an indication of future returns. Hypothetical performance is just that, and could well differ considerably from the returns garnered by an actual account, despite the significant efforts made to provide realistic representations of the utility of the service. All information presented in ChartSmarts™ is derived from sources believed to be reliable, but neither the authors, nor the publishers warrant the accuracy. Nothing in this or any subsequent communique from us should be construed as a solicitation to buy or sell any security.

Note also that the recommendations in ChartSmarts are NOT designed to represent a complete portfolio. ChartSmarts does not attempt to help investors build portfolios. A properly constructed portfolio consists of a broadly diversified spectrum of both stocks but also asset classes. ChartSmarts is only providing TRADING ideas, without regard to any portfolio content. It is up to you to properly structure your portfolio, or to discuss these matters with your trusted financial advisor. ChartSmarts is only providing ideas for the aggressive portion of your trading account. Performance data is merely to give you an idea of how one might realistically trade the ideas in ChartSmarts. We aren't representing ourselves as your money manager, nor these model portfolio as representative of any client's portfolio returns.

Trading is risky, and you should be sure to discuss any potential trading action you may wish to take with your trusted financial advisor, and to make sure you understand the nature and extent of the risks entailed in trading. The authors or publishers may have positions in one or more of the securities mentioned above, because we believe in our own advice. It is possible that the author, publisher, or clients thereof may execute trades that are contrary to the trading ideas presented in ChartSmarts™, though every effort will be made to have no adverse price impact in any issue that subscribers may be purchasing or selling, no warranty can be made to that effect. The publisher and authors have not nor will they ever attempt to "front run" or otherwise profit from "trading against" subscribers. We care about our customers' success.