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 6.3% annually over the past 20.75 years.

23 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.  Eight of the 23 stock portfolios better the S&P 500 Index's performance for the past year and 14 of the 23 stock portfolios better the S&P 500 Index over the past three years.  For more detail see this Abstract.

Seven Selected PIMS, Inc. Model Portfolio Performance Seven of the above 23 portfolio models are compared to the S&P 500  Index and the Dow Jones World Index performance in AIMR format for 3 months, 1, 3 and 5 years.

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 29 quarters; Qtr 4, 2004 through Qtr 4, 2011.  Four Top Rated 50 stock portfolios have been created and saved in our historical printout library and are part of the 23 standard portfolios.  The portfolios cover All Stocks, Large-Cap, Mid-Cap and Small-Cap Stocks using a 15 parameter rating algorithm and our 3,000  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 Mid Cap Portfolio betters the S&P 500 Index by 5.2% on a 3 year annualized basis (19.4% vs 14.2%).

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.