The Bean Counter

The Wall Street Bean               Climb the Beanstock.

The WSB20 vs. The Market

Below are the quarterly % returns of the WSB20 versus the S&P500, DOW and the NASDAQ.
Last updated: September 1, 2010

Quarter WSB20 S&P DOW NASD

June-Aug '09	+19.3	+11.0	+11.7	+13.2
Sept-Nov	+9.1	+7.4	+8.9	+6.7
Dec-Feb '10	+4.7	+0.8	-0.2	+4.4
Mar-May	-6.8	-1.4	-1.8	+0.8
June-Aug	-7.4	-3.7	-1.2	-6.3
Sept-Nov	-	-	-	-
Total Return	+24.5	+17.5	+20.8	+22.7

Remember, we track the WSB20 index each quarter just to get a feel for how it behaves, irrespective of optimal price entry, compared to the broader markets. It is based solely on fundamental strength, not value. In tracking the performance of the index, each stock is initially given an equal weighting and monitored for 3 months. It is rebalanced on the first day of each subsequent quarter (9/1, 12/1, 3/1, 6/1), with any gain or loss (including dividends) in value redistributed evenly among the current top 20 stocks.

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        "Climbin' the Beanstock"

Below is our trailing 3 month Triple Shot performance ledger, with all % gains and losses reflecting the period from the 1st of each month through: September 1, 2010

            Month                     Stock Pick        % Gain/Loss         S&P500 %

Sept	EZPW	+3.3	+3.0
	TRLG	+2.9
	INTC	+2.7
Aug	LHCG	-10.2	-1.9
	BKE	-11.5
	GILD	-0.9
July	CHL	+4.7	+4.8
	LHCG	-25.6
	TRLG	-18.2

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Please consult a licensed financial advisor before purchasing any stocks mentioned on this website.

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