PIMS, Inc.
Maintains 21 Portfolios of Varying Investment Styles
using
Proprietary Algorithms, Databases, and Procedures
- CVRPM
Model Performance
The Composite Value Rank Portfolio Management (CVRPM) system uses the Top 6 Rank historical printout library that dates back to
March 1991. The results plotted herein are for a 20 stock portfolio that
is updated at the end of each calendar year quarter. Performance results
comparing the CVRPM portfolio against the S&P 500 Index shows
the CVRPM portfolio betters the S&P 500 Index by 6.7% annually
over the past 17.8 years.
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- 21 Standard Model Portfolios Performance vs S&P 500 Index
Our historical database library of selected quantitative printouts
provides the necessary historical data to create, maintain, and backtest
these portfolios. Fifteen of the 21 stock portfolios better the
S&P 500 Index's performance for the past year and 20 of the 21 stock portfolios
better the S&P 500
Index over the past three years.
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- Four Portfolio EVALUATOR Portfolios Performance
Our investment information and analysis program released in
late September 2004 is named Portfolio EVALUATOR. Backtested
performance data is limited to the last 19 quarters; Qtr 4, 2004
through Qtr 3, 2009. Four Top Rated 50 stock portfolios have
been created and saved in our historical printout library and are
part of the 21 standard portfolios. The
portfolios cover All Stocks, Large-Cap, Mid-Cap and
Small-Cap Stocks using a 15 parameter rating algorithm and our 3000
stock database. The last 12 quarters performance results indicates
the 50 Top Rated Multi Cap, Large Cap, and
Small Cap Stock Portfolios compare favorably with the S&P 500 Index.
The Multi Cap Portfolio betters the S&P 500 Index by 4.3%
annually .
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Disclaimer: All of the PIMS, Inc. backtested performance results are
hypothetical and do not represent performance of actual portfolios. Proprietary, fixed, step-by-step procedures were utilized for
all of the
portfolios. All documentation together with the historical database library are the property of PIMS, Inc. and reside at our office.
Future performance may not equal or exceed past performance.
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