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MarketSmart Perfect Trade Portfolio


The MarketSmart Perfect Trade Portfolio service points out a series of trades that have a high probability of making profits. Losses on any investment are always a real possibility but these trades are designed to generate significant cash income while preserving capital and exploiting expected moves in the market. The portfolio will show both entry and exit trades along with analysts comments. Entry and exit times for trade could vary from minutes to many months. The goal is to use hedged trades to partially protect against a potential adverse move in the stock. The plan is to capture our final profit (if any - there is always a risk of losing on these trades) we will either exit the trade before option expiration or go into expiration for an automatic clear out of the positions. Using sophisticated computer models we hunt down the trades with the highest return and the lowest risk. This is a great way see the types of investments that can produce solid returns reduce the overall risk of holding stocks while conserving your investment funds.


Relative Risk (1-10 -> 1= Highest risk): 6
Capital Requirements: $5,000 to $30,000
Number of Trades Per Month: 3 to 5.
Recent Holdings:  POT, NEM, FMX, LMT

Month
Cash
Return
% Return
February '08
$550
5.8%
March '08
$1,300
14.4%
April '08
$1,000
11.1%
May '08
$(1,250)
(10.8%)
June '08
$(1,500)
(16.7%)
July '08
$1,150
8.3%
August '08
$1,300
9.5%
Total
$2,550
9.6%

* Portfolio still open - returns include current open positions and are subject to change.


 

MarketSmart 10% Hedged Portfolio


The MarketSmart 10% Hedged Portfolio service points out a series of trades every month with the goal of generating a 10% return if the stock rises, stays flat, or even drops by up to 10%. Usually three to five very conservative debit spread trades. Since these trades have an initial debit (amount you pay), that debit is the most you can lose on the trade. This is a great way to see the types of trades that can act as substitutes for holding stock. The idea is to take a hedged position in the stock without putting all the money out. The strategy at the core of this portfolio should help you preserve capital, reduce risk, and make index beating returns.

Relative Risk (1-10 -> 1= Highest risk): 6
Capital Requirements:
$5,000 to $35,000
Number of Trades Per Month:
3 to 5
Recent Holdings:
COH, ELN, TRA and XOM

Month
Cash
Return
% Return
April '08
$2,000
12.9%
May ‘08
$1,750
11.1%
June ‘08*
$950
10.5%*
Total
$4,700*
15.0%*

* Portfolio still open - returns include current open positions and are subject to change.



MarketSmart Sector Winners Portfolio - Click Here for more Info or to Subscribe


The MarketSmart Sector Winners Portfolio service points out a series of trades every month with the goal of generating at least a 10% return over about a 60 day period if the stock rises, stays flat, or even drops by few percentage points. This portfolio will target companies that are the winners in their sectors. There are usually three to five debit spread trades and trades may be exited early if stocks move against our positions. Since these trades have an initial debit (amount you pay), that debit is the most you can lose on the trade. This is a great way to see the types of trades that can act as substitutes for holding stock. The idea is to take a hedged position in the stock without putting all the money out and make a nice return even if the stock does not move up. The strategy at the core of this portfolio should help you preserve capital, reduce risk, and make index beating returns.

Relative Risk (1-10 -> 1= Highest risk): 6
Capital Requirements:
$5,000 to $35,000
Number of Trades Per Month:
3 to 5
Recent Holdings:
ACI, AG and GDX

Month
Cash
Return
% Return
January '08
$350
2.3%
February '08
($2,800)
(15.5%)
March '08
$1,400
10.3%
April '08
$2,100
11.7%
May ‘08
$1,700
10.8%
June ‘08*
$1,100*
9.6%*
Total
$3,850*
11.4%

* Portfolio still open - returns include current open positions and are subject to change.



MarketSmart Momentum Income Portfolio - Click Here for more Info or to Subscribe


The MarketSmart Momentum Income Portfolio service points out a series of trades every month that should generate $300 to $1,000 each. The portfolio focuses on underlying stocks with a perceived pronounced momentum either up or down. All positions have a defined exit point to minimize potential losses and trades can succeed even if the positions go against us to a limited point. There will usually be four credit spread trades that should produce from $1,200 to $4,000 total. Since these are credit spreads, if the stock does not go against us there is no closing transaction. You get your money up front on the day of the initial trade. There is a defined exit point for trades that go against us and that trigger is built in to the trade to minimize potential losses. This is a great way see the types of trades that can build the cash position in your portfolio and have a minimal defined maximum loss.

Relative Risk (1-10 -> 1= Highest risk): 6
Capital Requirements: $5,000 to $40,000
Number of Trades Per Month: 3 to 4.
Recent Holdings:  STLD, CMI, PSYS, UNP

Month
Cash
Return
% Return
February '08
$1,950
14.9%
March '08 *
$2,650
20.5%
April '08
$2,250
17.6%
May '08
$(800)
(6.0)%
June '08*
$2,150
14.0%
July '08 *
$1,700
15.7%
Total
$9,900
30.8%


Conservative Covered Call Plus Portfolio - Click Here for more Info or to Subscribe


Every month the Conservative Covered Call Plus Portfolio service points out a series of covered call trades along with a companion series of hedged trades using the same underlying stocks requiring much less capital. The goal is for each trade to generate at least a 5% return over 60 to 180 days even if the underlying stock drops in price. Only underlying stocks with reasonably strong technicals will be used. At or near option expiration either the stock will be called away, the call option we own will be executed, or the sold option will be "rolled" to a month farther out in time to capture more cash for the portfolio. For the covered call trades usually there is no closing transaction required while the hedged trades may require follow-on trades to maximize returns. Using sophisticated computer models we hunt down the trades with the highest return and the lowest risk.

This is a great way see the types of trades that can rely on solid stocks to produce double-digit annual returns while reducing overall risk of holding the stock and conserving your investment funds.

Relative Risk (1-10 -> 1= Highest risk): 7
Capital Requirements: $10,000 to $100,000
Number of Trades Per Month: 4 to 8
Recent Holdings: ORCL, MCD, MSFT, and JNJ

Covered Call
Trades
 
Amount Invested
Target Cash Return
Target
Return
July '05
$5,000
$250
5.0%
August '05
$8,505
$304
3.6%
September '05
$5,528
$305
5.5%
 October '05
$3,057
$209
6.8%
November '05
$8,215
$551
6.7%
December '05
$2,751
$205
7.5%
January '06
$6,398
$402
6.3%
February '06
$7,391
$543
7.3%
March '06
$7,606
$513
6.7%
April '06
$7,625
$390
5.2%
May '06
$6,141
$417
6.8%
June '06
$11,659
$789
6.8%
July '06
$6,944
$423
6.1%
August '06
$5,991
$409
6.8%
September '06
$7,385
$500
6.8%
October '06
$3,737
($242)
-6.5%
November '06
$5,461
$327
6.0%
December '06
$7,917
$460
5.8%
January '07
$7,382
$443
6.0%
February '07*
$7,418
$357
4.8%
March '07*
$6,204
$454
7.3%
April '07
$11,977
$727
6.1%
May '07
$8,295
$525
6.3%
June '07
$8,908
$833
9.4%
July '07*
$7,346
$413
5.6%
August '07
$8,374
$600
7.2%
September '07
$7,295
$544
7.5%
October '07
$5,245
$308
5.9%
November '07
$5,176
$335
6.5%
December '07*
$6,625
$430
6.5%
January '08*
$7,569
$511
6.8%
February '08*
$12,157
$822
6.8%
March '08
$4,453
$311
7.0%
April '08*
$8,920
$426
4.8%
May '08*
$9,995
$512
5.1%
June '08*
$7,664
$436
5.7%
July '08*
$7,068
$432
6.1%
August '08*
$5,687
$313
5.5%
September '08*
$4,460
$290
6.5%
Return on Max Invested*
$70,240
$16,777
23.9%

Hedged Trades
Amount Invested
Target Cash Return
Target
Return
July '05
$21,300
$1,600
7.5%
August '05
$23,400
($6,200)
-26.5%
September '05
$25,900
$1,900
7.3%
October '05
$18,400
$1,950
10.6%
November '05
$22,900
$2,800
12.2%
December '05
$16,650
$1,300
7.8%
January '06
$26,200
$2,550
9.7%
February '06
$25,750
$1,950
7.6%
March '06
$26,200
$2,000
7.6%
April '06
$25,850
$3,600
13.9%
May '06
$19,350
$450
2.3%
June '06
$27,900
$3,100
11.1%
July '06
$30,500
$1,950
6.4%
August '06
$26,250
$1,650
6.3%
September '06
$26,300
$1,600
6.1%
October '06
$26,700
($3,600)
-13.5%
November '06
$25,150
$2,550
10.1%
December '06
$28,200
$2,650
9.4%
January '07
$25,950
$2,200
8.5%
February '07
$23,350
($7,550)
-32.3%
March '07
$26,000
$150
0.6%
April '07
$28,400
$2,250
7.9%
May '07
$23,700
$2,150
9.1%
June '07
$22,150
($6,600)
-29.8%
July '07
$26,150
$2,200
8.4%
August '07
$25,690
$3,010
11.7%
September '07
$28,450
$2,700
9.5%
October '07
$25,900
$1,700
6.6%
November '07
$25,700
$2,450
9.5%
December '07*
$26,050
($5,100)
-19.6%
January '08*
$23,100
($5,650)
-24.5%
February '08
$25,650
$2,350
9.2%
March '08
$26,200
$2,050
7.8%
April '08
$22,200
$1,900
8.6%
May '08*
$25,600
$2,250
8.8%
June '08*
$22,400
$2,750
12.3%
July '08*
$23,500
$2,300
9.8%
August '08*
$20,700
$1,800
8.7%
September '08*
$23,000
$2,000
8.7%
Invested*
$128,750
$35,110
27.3%

* portfolio still open - returns include current open positions and are subject to change.



3-Way Managed Risk Portfolio - Click Here for more Info or to Subscribe


The 3-Way Managed Risk Portfolio points out a series of trades every month with the goal of generating a 5% return over a 30 to 90 day period. These investments are set up to manage capital risk, stock price risk, and time risk. We typically use three to five very conservative debit spread trades. Since these trades have an initial debit (amount you pay), that debit is the most you can lose on the trade. This is a great way to see the types of trades that can act as substitutes for holding stock. The idea is to take a hedged position in the stock without putting all the money out. The strategy at the core of this portfolio should help you preserve capital, reduce risk, and make index beating returns.

Relative Risk (1-10 -> 1= Highest risk): 7
Monthly Capital Requirements: $6,000 to $35,000
Number of Trades Per Month: 4 to 12
Recent Holdings: ACN, RTN and TEVA

Monthly Subscription Cost: $99.95

Portfolio Month
Projected
Cash Return
% Return for Month
June '03
$7,500
27.80%
 July '03
 $6,350
17.00%
 August '03
$9,350
21.70%
 September '03
$15,050
27.50%
 October '03
$5,900
18.70%
November '03
($2,200)
-6.20%
December '03
$3,800
9.80%
January '04
$2,250
7.20%
February '04
$4,800
13.40%
March '04
$5,600
15.70%
April '04
$6,050
14.70%
May '04
$4,250
11.70%
June '04
$6,150
19.30%
July '04
($500)
(1.55%)
August '04
($4,250)
(9.70%)
September '04
($4,850)
(8.30%)
October '04
($2,900)
(7.8%)
November '04
$3,850
9.40%
December '04
($14,350)
(30.0%)
January '05
$3,400
6.60%
February '05
$1,600
6.20%
March '05
$2,100
5.40%
April '05
$8,300
18.80%
May '05
($1,750)
(3.40%)
June '05
$400
0.8%
July '05
$3,600
9.20%
August '05
$150
0.4%
September '05
$2,650
9.4%
October '05
$3,600
8.0%
November '05
$5,850
12.90%
December '05
$1,150
3.1%
January '06
$4,050
7.9%
February '06
$4,650
8.9%
March '06
($250)
(0.7%)
April ‘06
$2,250
4.0%
May ‘06
($4,700)
(14.0%)
June ‘06
($2,500)
(4.9%)
July ‘06
$5,500
11.3%
August ‘06
$(8,300)
-20.6%
September ‘06
$2,600
6.8%
October ‘06
$6,000
12.9%
November ‘06
$5,850
13.6%
December ‘06
$(9,650)
-38.5%
January ‘07
$750
1.9%
February ‘07
$(10,450)
-29.0%
March ‘07
$5,000
10.7%
April ‘07
$(4,650)
-14.3%
May ‘07
$2,500
8.8%
June ‘07
$3,400
7.5%
July ‘07
$(600)
-1.5%

August ‘07

$4,000
10.9%
September ‘07
$3,000
5.7%
October ‘07
$4,850
9.1%*
November ‘07
$(3,950)
-8.5%*
December ‘07
$5,200
11.8%*
January ‘08
$6,250
15.7%*
February ‘08
$6,200
15.5%
March ‘08
$3,250
11.5%
April ‘08
$1,750
6.1%
May ‘08
$2,200
7.2%*
June ‘08
$1,050
4.9%*
Total To Date (cumulative)
$116,750
4.8%
2003 Total (cumulative)
$45,750
17.68%
2004 Total (cumulative)
$4,700
1.0%
2005 Total (cumulative)
$31,050
6.2%
2006 Total (cumulative)
$5,500
1.1%
2007 Total (cumulative)
$9,000
1.8%*
2008 Total (cumulative)
$20,700
11.0%*


InvestorsKeyhole/High Return Quick Exit Portfolio - Click Here for more Info or to Subscribe


The Investors Keyhole/High Return Quick Exit Portfolio points out a series of trades every month based on opportunities identified from the extensive research done for the Investors Keyhole daily service. Usually four or five credit spreads trades that should produce around $200 to $1,000 each. Since these are credit spreads, there is no closing transaction. You get your money up front on the day of the initial trade. This is a great way to see the types of trades that can build the cash position in your portfolio without using up your valuable assets.

Relative Risk (1-10 -> 1= Highest risk): 6
Capital Requirements:
$5,000 to $40,000
Number of Trades Per Month:
4 to 6
Recent Holdings: MO, ESRX, BUD, PRU

Month
Cash
Return
% Return
March '04
$ 900
5.4%
April '04
$ 950
5.0%
May '04
$ 1,100
5.8%
June '04
($2,350)
(9.0%)
July '04
($200)
(0.9%)
August '04
$900
4.7%
September '04
$850
4.4%
October '04
$2,050
10.8%
November '04
$800
4.8%
December '04
$700
6.0%
January '05
$900
4.7%
February '05
$800
4.2%
March '05
($4,200)
(21.8%)
April '05
$1,050
5.5%
May '05
$1,000
5.3%
June '05
$1,150
6.1%
July '05
$1,100
6.7%
August '05
($100)
(0.1%)
September '05
$750
8.1%
October '05
$100
0.6%
November '05
$1,050
7.5%
December '05
$1,200
5.6%
January '06
$1,150
6.1%
February '06
($1,100)
-7.9%
March '06
$850
6.0%
April '06
($750)
-4.3%
May '06
$500
4.3%
June '06
$1000
8.7%
July '06
$1000
8.7%
August '06
$1000
8.7%
September '06
$1000
7.1%
October '06
$1,150
7.0%
November '06
$200
1.1%
December '06
$1,150
8.3%
January '07
$1,900
17.9%
February '07
$1,900
14.7%
March '07
$750
6.0%
April '07
$2,500
14.2%
May '07
$500
6.0%
June '07
$(4,400)
-35.2
July '07
$(1,920)
-12.5 %
August '07
$2,850
23.4 %
September '07
$2,400
15.9%
October '07
$2,500
16.6 %
November '07
$1,000
5.7%
December '07*
$2,200
17.1 %**
January '08*
$2,400
15.9 %**
Total To Date
$34,600
4.5% Avg Monthly Return***

**This portfolio is still open and the return is subject to change.
***Average monthly returns includes current open positions and is subject to change.



MarketSmart Cash Generator Portfolio - Click Here for more Info or to Subscribe


The MarketSmart Cash Generator Portfolio service points out a series of trades every month that should generate around $400 to $1,000 in cash each. There will usually be four credit spread trades that should produce from $1,000 to $4,000 total. Since these are credit spreads if the stock does not go against us there is no closing transaction. You get your money up front on the day of the initial trade. There is a defined exit point for trades that go against us and that trigger is built in to the trade to minimize potential losses. This is a great way see the types of trades that can build the cash position in your portfolio and have a minimal defined maximum loss.

Relative Risk (1-10 -> 1= Highest risk): 6
Capital Requirements:
$5,000 to $35,000
Number of Trades Per Month:
3 to 5
Recent Holdings:
AAPL, MSFT, TAP, COST, INTC

Month
Cash
Return
% Return
February '05
$300
2.3%
March '05
($1,580)
(12.1%)
April '05
$250
1.6%
May '05
$1,300
11.6%
June '05
$1,400
12.6%
July '05
$1,550
11.5%
August '05
$1,350
10%
September '05
$1,600
11.9%
October '05
$1,100
9.8%
November '05
($1,950)
(14.7%)
December '05
$1,250
11.1%
January '06
$1,400
10.3%
February '06
$850
12.8%
March '06
$1,450
10.7%
April '06
$450
2.9%
May '06
$1,500
11.1%
June '06
$550
3.5%
July '06
$150
1.1%
August '06
$300
2.7%
September '06
$1,250
11.1%
October '06
($1,200)
(10.6%)
November '06
$1,700
10.8%
December '06
$500
4.4%
January '07
$1,400
12.6%
February '07
($1,250)
(18.4%)
March '07
$1,350
12.1%
April '07
$1,450
10.7%
May '07
$750
4.2%
June '07
$600
6.7%
July '07
($2,450)
(18.2%)
August '07
$50
0.4%
September '07
$1,150
10.1%
October '07
$1,200
10.6%
November '07
$1,400
10.3%
December '07
($1,300)
-11.5%
January '08
($1,500)
-13.2%
February '08
$1,400
12.6%
March '08
($1,800)
-16.2%
April '08
$1,850
11.8%
May '08
($1,470)
-17.4%
June '08*
$1,250
11.1%
July '08
($8,000)
-71.1%
July '08
$1,040
8.2%
August '08*
($2,050)
-19.1%
September '08*
$1,050
9.6%
Total To Date
$10,340
32.9%

* Portfolio still open - returns include current open positions and are subject to change.


Dividends Plus Portfolio - Click Here for more Info or to Subscribe


A series of trades every month that should generate around a 10% to 20% annual return including dividends. The goal is to use hedged trades on dividend paying stocks that protect against a potential drop in the stock of up to 25%. There will usually be from two to five trades a month. Only underlying stocks with reasonably strong technicals will be used and the plan is that at option expiration, either the stock will be called away or the option will be "rolled" farther out in time to capture more cash for the portfolio and further hedge the position. Since these are covered call trades there is usually no closing transaction required. Using sophisticated computer models, we hunt down the trades with the highest return and the lowest risk.

Relative Risk (1-10 -> 1= Highest risk): 8
Capital Requirements:
$5,000 to $100,000
Number of Trades Per Month:
2 to 5
Recent Holdings: STX, AMAT, TIF, and TAP
Quarter
Projected Cash
Return Through Expiration
Projected % Return Through Expiration
Downside Protection
1Q03
$ 2,817
14.2%
26%
2Q03
$ 3,428
11.2%
15%
3Q03
$ 2,748
15.6%
20%
4Q03
$ 4,594
11.4%
14%
1Q04
$ 3,008
10.8%
13%
2Q04
$ 3,209
9.2%
12%
3Q04
$ 2,758
16.1%
22%
4Q04
$ 2,986
14.3%
23%
1Q05
$ 2,011
4.2%
12%
2Q05
$ 2,907
7.2%
15%
3Q05
$ 6,591
12.9%
14%
4Q05
$ 5,707
14.6%
19%
1Q06
$ 3,818
16.4%
19%
2Q06
$3,087
5.8%
20%
3Q06
$ 3,703
8.2%
18%
4Q06
$ 3,075
6.4%
18%
1Q07
$ (4,706)
(16.1)%
17%
2Q07
$ (11,252)
(26.9)%
11%
3Q07 *
$ 5,274
12.3%
22%
4Q07 *
$ 4,741
13.2%
19%
1Q08 *
$ 5,171
11.3%
23%
2Q08*
$ 3,295
10.9%
22%
3Q08 *
$3,792
16.50%
21%
Total
$62,762
9%
18%

* Portfolio still open - returns include current open positions and are subject to change.


HedegPro Portfolio - Click Here for more Info or to Subscribe


A series of option credit spread trades that should generate several thousand dollars in cash. Although Investors Observer updates and maintains this page, the trades are identified, researched, and tracked by a professional hedge fund manager who remains anonymous so he doesn't upset the investors who pay big bucks for him to manage their money. For the details on how this portfolio came about click here. These are credit spreads so normally there is no closing transaction. You get your money up front on the day of the initial trade.

Relative Risk (1-10 -> 1= Highest risk): 3
Capital Requirements: $5,000 to $40,000
Number of Trades Per Quarter: 4 to 12
Recent Holdings: MMM, BA, GE and RIG

Monthly Subscription Cost: $99.95

Quarter
Cash Return
% Return for Quarter
1st Quarter '03
$ 4,050
20.03%
2nd Quarter '03
$ 2,300
7.10%
3rd Quarter '03
 $ 3,400
 8.10%
4th Quarter '03
$ 950
4.80%
1st Quarter '04
 $ 0
 0%
2nd Quarter '04
($6,050)
(20.17%)
3rd Quarter '04
$2,550
22.67%
4th Quarter '04
$3,150
17.0%
1st Quarter '05
$7,150
25.40%
2nd Quarter '05
$9,750
36.3%
3rd Quarter '05
$3,650
20.9%
4th Quarter '05
$6,050
22.6%
1st Quarter '06
$3,450
39.8%
2nd Quarter '06
$1,780
19.9%
3rd Quarter '06
$1,750
16.6%
4th Quarter '06
$3,750
29.9%
1st Quarter '07
$620
3.7%
2nd Quarter '07
$900
10.3%
3rd Quarter '07 *
$2,900
20.8%
4th Quarter '07
$(8,150)
(60.6)%
1st Quarter '08
$(3,470)
(55.1)%
2nd Quarter '08
$2,650
30.11%
Total to Date
$39,730
11.9% Avg/Qrt



Autotrading Portfolios


You can autotrade all our portfolios with your broker. Auto-trading allows you to quickly get into and out of InvetsorObserver portfolio trades even if you are not in touch with current market conditions and watching our Portfolio web page. Timely implementation of the Portfolio trades is vital since market conditions can change rapidly. When you autotrade, Portfolio
changes are sent directly to your broker where the trades are entered.

For more information, check with your broker or contact us at support@InvestorsObserver.com

Important Information, Explanations, and Warnings (READ THIS!)


Uncle Marv, our attorney, makes us put this stuff in so you need to read every word. (He’s not really our Uncle but as long
as we call him Uncle Marv he keeps sending our bills to some big multinational conglomerate who probably pays them.
I hope it’s not Enron.)

As with any historical investment results, the return rates and profits shown are not a guarantee of future portfolio
performance. The stock and options markets are risky places to play. Anything can happen, so be prepared for it. Never put any money that you are not prepared to lose into anything but a CD, US Savings BOND, or regular passbook bank account.

Portfolio results shown in this document are NOT audited. We make every effort to assure the reporting accuracy but we
do not have a CPA on our staff and we are not even sure we want a CPA in our office. Did you ever see how they get around
April 15th? Because of the varying expiration dates for equity option, follow on option revenues or costs, stock price
fluctuations, and other market related items these results may change. Even thought these portfolios are divided up into
months the positions are actually in place for many months so do not view the returns shown as returns over a one month
period. In some cases these portfolio positions may remain in place for up to or over one year. Refer the InvestorsObserver
web site to keep tabs on portfolio performance. And... We have to say this again because it's true... Past performance is not a guarantee of future performance. This is the stock market, anything can happen.

When you do these kind of trades, you should enter the stock purchase and option sale as one "buy/write" or “spread trade”
order. Even if the stock and option prices vary, you should be able to lock in the debit or credit shown in the table.

For the long version of all our disclaimers and CYAs (You know what that means) see the InvestorsObserver web site. Before you will be allowed to view any of our portfolios, you will be presented with a full disclosure, disclaimer, and “other factors document. You must read it. We apologize in advance but it’s all Uncle Marv’s doing.

Brokerage Account Capital Requirements Monthly 2000 and HedgePro Portfolios

To do these type of trades your broker will require that you have some assets in your account in the unlikely event (but it does happen) that one of these trades goes against you. No margin is used for these trades and they do not cause any margin charges. Assets in your account can be stock