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Model Portfolio Performance

This has been a year of incredible performance. If you are already part of our subscriber community or a client of our asset management firm you probably already know about this. And from what I hear, happy about it too! I encourage you to read more about what we do and join us.

...Rudy Martin

Latin Stock Investing is a portfolio-based Newsletter. The stocks and ETFs in this newsletter are selected for inclusion into three model portfolios. These are used for discussion purposes and to give you a context in which to evaluate a recommendation. Your actual results will vary based on when and how you execute the suggested trades.

LSI Growth Portfolio Year-to-date 2009 = 86.7%*


The core portfolio contains emerging market growth stocks for longer term capital appreciation with a 12-18 month time horizon. In this newsletter we start with an equal-weighted core list and make marginal trades in and out of this set each month. To be able to do this without selling holdings, the list contains 10-20 stocks at all times. The portfolio is geared toward capital appreciation. The securities are selected from the Latin Capital Market Stock Index.

LSI Dividend Portfolio Year-to-date 2009 = 78.2%*


This portfolio's primary objective is to seek total return from both dividends and capital appreciation. Note that ADRs have less frequent and in some cases larger payouts than regular US-based stocks. This portfolio is an equal-weighted basket of large Latin American-based Depository Receipts. These above-average yielding securities are selected from the Latin Capital Market Stock Index too.

LSI ETF Portfolio Year-to-date 2009 = 59.3%*


This portfolio's primary objective is to seek total return from both dividends and capital appreciation. This portfolio started an equal-weighted basket of large Latin American-based Depository Receipts. These above-average yielding securities are selected from the Latin Capital Market Stock Index too.

These portfolios contain all current open recommendations made in the newsletter and trading alerts. The opinions and information contained herein have been obtained or derived from sources believed to be reliable, but Latin Capital Market can not guarantee its accuracy and completeness, and that of the opinions based thereon. Data is provided directly from the companies, via Infinancials, as well as other third-party data providers. The information contained in this report is for informational purposes only and does not specifically address individual investment and risk objectives. Under no circumstances is it to be construed as an offer to sell or a solicitation to buy any security. *As of December 31, 2009. The results in these portfolios are based on the tracking portfolio maintained at foliofn.com, an independent firm. If you would like to see the results on this platform Click here to signup for a free tracking account.