Why the chart and tables above are not really that important!

Because they represent potential returns. Quick test for you: Suppose you buy a stock for $20 and in 12 months the price drops to $8 how much money have you lost? Nothing! You did not lose any money because you did not sell the stock you still own it. You only lose or gain money when you sell. Actually in the case of dividends you gain money just by holding stocks, no selling required.

Some stocks in our Portfolio have been there for more than a decade. No losses have been incurred because those stocks have not been sold. This fact is not clearly represented in the chart or tables above. Notice the negative returns in 2003, 2004, 2006 and 2008? We did not lose any money because no stocks were sold at a loss.

The chart and tables above are only displayed here because people want to compare results with mutual funds. The mutual fund industry generally has a short-term outlook, usually 12 months. Any growth they can show in 12 months allows them to get their promotional materials ready for the new fiscal year to attract new customers and capture market share from their competitors. Our focus is long-term and on income generation thru dividends.

I am not an investment advisor, certified financial planner, or broker. I am a value investor, and have been for more than a decade. The information provided here is for educational purposes. The final decision to buy or sell any stock is yours; please do your own due diligence. Stock buy or sell decisions are based on many factors including your own risk tolerance. When in doubt please consult a professional advisor. No advice on the buying and selling of specific securities is provided. Past performance is not a guarantee of future results.