PHOENIX SYSTEM PERFORMANCE RESULTS (LAST UPDATE 9/09/05)

(1) Swing Trader Service Results (Typical Hold of 2 days to 2 months):

THE FOLLOWING RESULTS ARE NO GUARANTEE OF FUTURE RESULTS (Please refer to our Website DISCLAIMER). WE USED THE PHOENIX TRADING SYSTEM TO MAKE ALL OF OUR PICKS AND TO GUIDE US ON EVERY ENTRY AND EXIT PRICE. OUR PHOENIX SYSTEM GOAL IS TO ENABLE THE SWING TRADER TO MAKE A MINIMUM OF 15% WHEN THE MARKET HAS A DOWN YEAR AND TO BEAT THE MARKET BY AT LEAST 10% ON AN UP YEAR. AS YOU CAN SEE FROM THE RESULTS BELOW, WE ARE EASILY ACHIEVING OUR GOAL SO FAR IN 2005.

These results have been compiled from our PHOENIX TRADING SYSTEM picks that began on Oct. 11, 2004. The Swing Trader service we started with in our service consisted of our BEST SYSTEM HOT picks each day. It typically ranged from 2 to 10 picks depending on the market condition and the quality of the charts. We recorded and tracked every pick using our recommended entry price and we exited the positions based on the PHOENIX system rules for swing trading. We continued tracking every stock for this initial service thru our May 2, 2005 picks. Once all of these were officially closed, we stopped tracking our Swing Trader Daily HOT Picks as the number of stocks to track became unreasonable and way too time consuming.

We also changed our Swing Daily HOT PICKS to a new service in May to consist of 5 Daily Picks every Monday thru Thursday and 10 Weekly HOT Picks every Sunday night. Now, instead of tracking the HOT PICKS, we only track our other Swing Trader service (started on April 1, 2005) called the SWING TRADER Model Portfolio. The portfolio consists of 15 positions that we ALWAYS keep filled with 15 stocks. We have tracked every single trade since April 1 and keep this portfolio current with closing prices. We also make the entire ARCHIVE of trades available to our members for learning purposes. All of the return percentages given below are NET returns using the Entry Price and the Exit Price.

SUMMARY OF OUR HOT PICKS SERVICE (Oct. 11, 2004 to Jan. 31, 2005) - Refer to Oct 2004 to Jan 2005 Spreadsheet for the Details and Trading Archive. (NOTE THAT ALL STOCKS WERE > $5.00)

Total Number of Picks between Oct. 11, 2004 and Jan. 31, 2005 = 343
 
(1)    Total # of Picks > 10% Return out of 343 = 176 = 72.4%
(2)    Total # of Picks > 20% Return out of 343 = 106 = 43.6%
(3)    Total # of Picks > 30% Return out of 343 = 70 = 28.9%
(4)    Total # of Picks > 40% Return out of 343 = 49 = 20.2%
(5)    Total # of Picks > 50% Return out of 343 = 28 = 8.2%
(6)    Total # of Picks > 90% Return out of 343 = 7 = 2.9%

AVERAGE ACROSS ALL 343 PICKS WAS 17.6%

SUMMARY OF OUR HOT PICKS SERVICE (Feb. 1, 2005 to May 2, 2005) - Refer to Feb to May 2005 Spreadsheet for the Details and Trading Archive. (NOTE THAT ALL STOCKS WERE > $5.00)

Total Number of Picks between Feb. 1, 2005 and May 2, 2005 = 425
 
(1)    Total # of Picks > 10% Return out of 425 = 281 = 66.1%
(2)    Total # of Picks > 20% Return out of 425 = 185 = 43.5%
(3)    Total # of Picks > 30% Return out of 425 = 116 = 27.3%
(4)    Total # of Picks > 40% Return out of 425 = 73 = 17.2%
(5)    Total # of Picks > 50% Return out of 425 = 43 = 10.1%
(6)    Total # of Picks > 90% Return out of 425 = 14 = 3.3%

AVERAGE ACROSS ALL 425 PICKS WAS 23.2%

SWING TRADER Model Portfolio:

These results are based on a 15 position portfolio that is always active and always has 15 stocks. Whenever we close a position, we try to open a new one on the same day or at the next day's opening price. Refer to the Swing Trader Model Portfolio Spreadsheets for both the Active Positions at the close of 9/09/05 as well as the Archived Trades.

SUMMARY OF THE ST PORTFOLIO TRADE HISTORY (April 1, 2005 thru Sept 9, 2005 Close):

Started with $90,000 and 15 Positions of $6,000 per trade. Every new position is also $6,000 so that every trade is equally weighted. We have EXITED 45 POSITIONS thru Sept. 9 and they are summarized in detail in the ST Model Portfolio Archive.

Starting Value = $90,000

Avg. Time in Each Closed Trade = 28 Days

Current Value = $197,813.18 for a Total Return so far = 119.8%

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(2) Intermediate Term Trader Service Results (Typical hold of 2 to 6 months):

THE FOLLOWING RESULTS ARE NO GUARANTEE OF FUTURE RESULTS (Please refer to our Website DISCLAIMER). WE USED THE PHOENIX TRADING SYSTEM TO MAKE ALL OF OUR PICKS AND TO GUIDE US ON EVERY ENTRY AND EXIT PRICE. OUR PHOENIX SYSTEM GOAL IS TO ENABLE THE INTERMEDIATE TERM TRADER TO MAKE A MINIMUM OF 12% WHEN THE MARKET HAS A DOWN YEAR AND TO BEAT THE MARKET BY AT LEAST 8% ON AN UP YEAR. AS YOU CAN SEE FROM THE RESULTS BELOW, WE ARE EASILY ACHIEVING OUR GOAL SO FAR IN 2005.

These results have been compiled from our PHOENIX TRADING SYSTEM picks that began on Nov. 1, 2004 for the Intermediate Term Trader service.The initial Intermediate Trader HOT PICK service pickedthe very best 40 to 50 Stocks every month that had the strongest balance of Technicals AND Fundamentals. Furthermore, to the extent we could, it was a completely NEW LIST OF Stocks every month. We recorded and tracked every pick using our recommended entry price and we exited the positions based on the PHOENIX system rules for Intermediate Term trading.

We added some services for the Intermediate Term Trader on April 1, 2005. On top of having the TOP 50 IT HOT PICKS every month, we now provide our TOP 10 Intermediate Term Trader Picks every Sunday night (not currently tracked). Also, we added a Intermediate Term Trader Model Portfolio that consists of 25 positions that we ALWAYS keep filled with 25 stocks. We have tracked every single trade since April 1 and keep this portfolio current with closing prices. We also make the entire ARCHIVE of trades available to our members for learning purposes. All of the return percentages given below are NET returns using the Entry Price and the Exit Price.

SUMMARY OF OUR MONTHLY IT 50 HOT PICKS SERVICE (Nov., 2004 to March, 2005) - Refer to Nov. 2004 to March 2005 Spreadsheet for the Details and Trading Archive.
 
Total Number of Picks between Nov., 2004 and March, 2005 = 196
 
(1)    Total # of Picks > 10% Return out of 196 = 117 = 59.7%
(2)    Total # of Picks > 20% Return out of 196 = 71 = 36.2%
(3)    Total # of Picks > 30% Return out of 196 = 42 = 21.4%
(4)    Total # of Picks > 40% Return out of 196 = 26 = 13.3%
(5)    Total # of Picks > 50% Return out of 196 = 17 = 8.7%
(6)    Total of Picks > 90% Return out of 196 = 7 = 3.6%

AVERAGE ACROSS ALL 196 PICKS WAS 19.7%

ALL PICKS HAVE BEEN CLOSED

SUMMARY OF OUR MONTHLY IT 50 HOT PICKS SERVICE (April and May 2005) - Refer to April and May 2005 Spreadsheet for the Details and Trading Archive.
 
Total Number of Picks for April and May 2005 = 100
 
(1)    Total # of Picks > 10%Return out of 100 = 69 = 69%
(2)    Total # of Picks > 20% Return out of 100 = 48 = 48%
(3)    Total # of Picks > 30% Return out of 100 = 29 = 29%
(4)    Total # of Picks > 40% Return out of 100 = 21 = 21%
(5)    Total # of Picks > 50% Return out of 100 = 14 = 14%
(6)    Total # of Picks > 90% Return out of 100 = 3 = 3%

AVERAGE ACROSS ALL 100 PICKS WAS 23.8%
 
49 CLOSED PICKS AND 51 STILL OPEN
 
SUMMARY OF OUR MONTHLY IT 50 HOT PICKS SERVICE (June and July 2005) - Refer to June and July 2005 Spreadsheet for the Details and Trading Archive.

Total Number of Picks for June and July 2005 = 100
 
(1)    Total # of Picks > 10% Return out of 100 = 88 = 88%
(2)    Total # of Picks > 20% Return out of 100 = 59 = 59%
(3)    Total # of Picks > 30% Return out of 100 = 34 = 34%
(4)    Total # of Picks > 40% Return out of 100 = 17 = 17%
(5)    Total # of Picks > 50% Return out of 100 = 12 = 12%
(6)    Total # of Picks > 90% Return out of 100 = 1 = 1%

AVERAGE ACROSS ALL 100 PICKS WAS 27.2%

1 CLOSED PICK AND 99 STILL OPEN

SUMMARY OF OUR MONTHLY IT 50 HOT PICKS SERVICE (August and Sept 2005) - Refer to August and Sept 2005 Spreadsheet for the Details and Trading Archive.
 
Total Number of Picks for August and Sept 2005 = 100
 
(1)    Total # of Picks > 10% Return out of 100 = 36 = 36%
(2)    Total # of Picks > 20% Return out of 100 = 10 = 10%
(3)    Total # of Picks > 30% Return out of 100 = 2 = 2%
(4)    Total # of Picks > 40% Return out of 100 = 0 = 0%
(5)    Total # of Picks > 50% Return out of 100 = 0 = 0%
(6)    Total # of Picks > 90% Return out of 100 = 0 = 0%

AVERAGE ACROSS ALL 100 PICKS WAS 9.1% (TOO SOON FOR STOCKS IN SEPT)

ALL 100 PICKS STILL OPEN

INTERMEDIATE TERM TRADER Model Portfolio:
 
These results are based on a 25 position portfolio that is always active and always has 25 stocks. Whenever we close a position, we try to open a new one on the same day or at the next day's opening price. Refer to the Intermediate Term Trader Model Portfolio Spreadsheets for both the Active Positions at the close of 9/09/05 as well as the Archived Trades.

SUMMARY OF THE IT PORTFOLIO TRADE HISTORY (April 1, 2005 thru Sept 9, 2005 Close):
 
Started with $150,000 and 25 Positions of $6,000 per trade. Every new position is also $6,000 so that every trade is equally weighted. We have EXITED 14 POSITIONS thru Sept. 9 and they are summarized in detail in the IT Model Portfolio Archive.
 
Starting Value= $150,000

Avg. Time in Each Closed Trade = 81 Days

Current Value = $244,196.49 for a Total Return so far = 62.8%

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(3) Long Term Trader/Investor Service Results (Typical hold > 6 months):

THE FOLLOWING RESULTS ARE NO GUARANTEE OF FUTURE RESULTS (Please refer to our Website DISCLAIMER). WE USED THE PHOENIX TRADING SYSTEM TO MAKE ALL OF OUR PICKS AND TO GUIDE US ON EVERY ENTRY AND EXIT PRICE. OUR PHOENIX SYSTEM GOAL IS TO ENABLE THE LONG TERM INVESTOR TO MAKE A MINIMUM OF 9% WHEN THE MARKET HAS A DOWN YEAR AND TO BEAT THE MARKET BY AT LEAST 5% ON AN UP YEAR. AS YOU CAN SEE FROM THE RESULTS BELOW, WE ARE EASILY ACHIEVING OUR GOAL SO FAR IN 2005.

These results have been compiled from our PHOENIX TRADING SYSTEM picks that began on April 1, 2005 for the Long Term Trader/Investor service. The Long Term Trader HOT PICK service picks the very best 20 Mid-cap to Large-cap Conservative stocks every month that have the strongest balance of Technicals AND Fundamentals. Furthermore, to the extent we can, it is a completely NEW LIST OF Stocks every month. We recorded and tracked every pick using our recommended entry price and we exited the positions based on the PHOENIX system rules for Long Term trading.

We also started a Long Term Trader/Investor Model Portfolio that consists of 30 positions that we ALWAYS keep filled with 30 stocks. We have tracked every single trade since April 1 and keep this portfolio current with closing prices. We also make the entire ARCHIVE of trades available to our members for learning purposes. All of the return percentages given below are NET returns using the Entry Price and the Exit Price. (**SPECIAL NOTE: The hold times in this market may not be > 6 months with many positions in our HOT PICKS and the PORTFOLIO because of the sideways chop that keeps changing the intermediate and long term market trend around the 50 and 200 DMAs).

SUMMARY OF OUR MONTHLY LT 20 HOT PICKS SERVICE (April and May 2005) - Refer to April and May 2005 Spreadsheet for the Details and Trading Archive.
 
Total Number of Picks for April and May 2005 = 40

(1)    Total # of Picks > 10% Return out of 40 = 27 = 68%
(2)    Total # of Picks > 20% Return out of 40 = 17 = 43%
(3)    Total # of Picks > 30% Return out of 40 = 10 = 25%

AVERAGE ACROSS ALL 40 PICKS WAS 18.7%

11 CLOSED PICKS AND 29 STILL OPEN

SUMMARY OF OUR MONTHLY LT 20 HOT PICKS SERVICE (June and July 2005) - Refer to June and July 2005 Spreadsheet for the Details and Trading Archive.
 
Total Number of Picks for June and July 2005 = 40
 
(1)    Total # of Picks > 10% Return out of 40 = 33 = 83%
(2)    Total # of Picks > 20% Return out of 40 = 20 = 50%
(3)    Total # of Picks > 30% Return out of 40 = 11 = 28%
 
AVERAGE ACROSS ALL 40 PICKS WAS 21.8%

ALL 40 PICKS STILL OPEN
 
SUMMARY OF OUR MONTHLY LT 20 HOT PICKS SERVICE (August and Sept 2005) - Refer to August and Sept 2005 Spreadsheet for the Details and Trading Archive.

Total Number of Picks for August and Sept 2005 = 40
 
(1)    Total # of Picks > 10% Return out of 40 = 16 = 40%
(2)    Total # of Picks > 20% Return out of 40 = 4 = 10%
(3)    Total # of Picks > 30% Return out of 40 = 1 = 3%

AVERAGE ACROSS ALL 40 PICKS WAS 9.9% (TOO SOON FOR STOCKS IN SEPT)

ALL 40 PICKS STILL OPEN

LONG TERM TRADER/INVESTOR Model Portfolio:

These results are based on a 30 position portfolio that is always active and always has 30 stocks. Whenever we close a position, we try to open a new one on the same day or at the next day's opening price. Refer to the Long Term Trader Model Portfolio Spreadsheets for both the Active Positions at the close of 9/09/05 as well as the Archived Trades.

SUMMARY OF THE LT PORTFOLIO TRADE HISTORY (April 1, 2005 thru Sept 9, 2005 Close):

Started with $150,000 and 30 Positions of $6,000 per trade. Every new position is also $6,000 so that every trade is equally weighted. We have EXITED 6 POSITIONS thru Sept. 9 and they are summarized in detail in the LT Model Portfolio Archive.

Starting Value = $150,000

Avg. Time in Each Closed Trade = 94 Days

Current Value = $204,344,58 for a Total Return so far = 36.2%