2/5/12 ALERT: We have decided to close out the High Dividend Achiever Portfolio, effective 2/5/12.
This has been the lowest performing portfolio of the three offered at Bless Israel Investments. Thankfully, if you heeded our instructions to take 1/2 profits in June of 2011 and then totally close out in August of the same year, again as per our recommendation, you would have profited a total of $46,514 from an initial capital outlay of $99,997.13. This is a total profit of 46.4% and certainly is a healthy return in the almost three years the service ran (which averages out to 15.5% yearly growth). Yet, it has been languishing for the last few years and believe we can provide for much better opportunity and return in the Performance Portfolio. Our primary basis of making this decision is that when we began this service, we had a significant number of well paying Israeli dividend stocks. However over the years, a number of them came to a point of offering diminished or little dividends (compare today's portfolio to the Oct. 2009 portfolio). As such, we will now defer you to new recommendations which will comprise the Performance Portfolio as a new directive is being given to re-enter the market. As you know, every member to the High Dividend Achiever Portfolio is an instant member to the Performance Portfolio.
Our strategy for the new year is to combine the remaining healthy and prosperous Israeli dividend stocks into the Performance Portfolio. We believe this will offer the best combination of stocks, ETF's and mutual funds to maximize the performance of that portfolio and conseqently, your own. Proof that the Performance Portfolio has been a superior performer is based simply on the its better results. If you heeded our instructions to take 1/2 profits in June of 2011 and then totally close out in August of the same year, you would have profited a total of $86,957 from an initial capital outlay of $106,662. This is a total profit of 81.5% and certainly is a healthy return in the almost three years the service ran (which averages out to 27.2% yearly growth). However, if you maintained the positions in the Performance Portfolio despite following our recommendations, you would still be up 64.8% since January 31, 2012 which certainly is not shabby whatsover. We look forward to your participation in the newly enhanced and revised Performance Portfolio.
This page will be maintained herein and all the High Dividend Achiever archives will continue to be posted for historic interests.
Shalom