Since 1999, the S&P 500 has been a loser, and the next 10 years could be just as grim. But with new strategies, you can position yourself well for the decade to come.
| Index | 3-month | 1-year | 3-year | 5-year | From Inception* | Avg. Annual Return* |
|---|---|---|---|---|---|---|
| Portfolio | 8.4% | -8.1% | 3% | 69% | 268% | 10.5% |
| Nasdaq | 14% | 1.0% | -6% | 12% | 57% | 3.6% |
| S&P | 15.6% | -6.9% | -21% | -5% | 25% | 1.8% |
| Dow | 14.6% | -10% | -17% | -4% | 33% | 2.3% |
Here’s what readers have to say:
Totals through June 30, 2008. Chart updated quarterly. Last portfolio update: July 15, 2009. You can track how the individual stocks are doing here. *Jim Jubak launched this portfolio on May 7, 1997. Average annual return is the annual average compound rate of return for the portfolio calculated from inception.
Please note that Jubak's Picks recommendations are for a 12- to 18-month time horizon. For suggestions to help navigate the treacherous interest-rate environment see Jim's Dividend stocks for income investors. For picks with a truly long-term perspective, see the Future Fantastic 50 Portfolio or The Jubak's Picks 50 Best from Jim's new book "The Jubak Picks."
