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Portfolio Performance - Capable Companies

Capable Companies Portfolio

Listed below is each trade made in this model portfolio. The purchase prices are made at the high of the day to account for commissions and slippage. This portfolio has beat the market, compared to the S&P 500, each year since its inception on January 2006.

The name of this portfolio changed in May 2008 to Capable Companies.

2007 Trade History

2006 Trade History