The following flash video highlights some of 13D’s key calls over the past few decades.
The following areas are examples of our asset allocation strategy from 1992 to 2010.
| Focus | Gross Return |
|---|
| 1992 - 1993 Hong Kongi | 212% |
| 1994 - Brazilii | 64% |
| 1994 - Base Metalsiii | 72% |
| 1995 - U.S. technology stocksiv | 54% |
| 1996 - Italyv | 122% |
| 1993 - 1997 Germanyvi | 161% |
| 1997 - 1998 Asia Boom/Bustvii | 50+% |
| 1996 - Spring 1999 Global Bond Marketsviii | 40% |
| 1995 - 2000 “Creative Destruction” Seriesix | 178% |
| 2001 - The World’s Greatest Threat: Terrorismx | 27% |
| 2001 - 2011 - The Bull Market in Goldxi | 516% / 1,033% |
| 2001 - Water: The world’s most common resource could become its most precious commodityxii | 178% |
| July 2001 - How to invest in the coming global food crisisxiii | 210% |
| 2003 - A Buy Signal for Indiaxiv | 199% |
| 2003 - Energy stocks, including oil services, natural gas, coal, alternatives, etc.xv | 98% |
| 2004 - The rise of the smart energy networkxvi | 92% |
| 2005 - A Buy Signal for Brazil?xvii | 238% |
| January 2006 - Are China stocks a buy?xviii | 159% |
| 2006 - Rare Earth Elementsxix | 3,056% / 529% |
| 2006 - RNA interference, turning off bad genesxx | 99% |
| 2008 - Car of the Future / Lithiumxxi | 107% / 68% |
| 2009 - China moves to extend its control of global resourcesxxii | 127% / 155% |
| February 2009 - The secular boom for hard-assets and inflation-sensitive equitiesxxiii | 135% |
| October 2009 - North American railroads are a peak oil and inflation hedgexxiv | 72% |
| February 2009 - Commodity countries and their currenciesxxv | 132% / 39% |
| February 2009 - Twilight of broadcast television, convergence of TV and the Internetxxvi | 200+% |
| December 2009 - Indonesiaxxvii | 64% |
| February 2010 - Mongoliaxxviii | 253% |
| October 2010 - Natural Rubberxxix | 55% |
| May 2010 - Chile: Latin America's best safe havenxxx | 56% |
| i | Hang Seng Index |
| ii | Morgan Stanley Brazil |
| iii | Average of aluminum, nickel and copper |
| iv | Morgan Stanley High Technology Index |
| v | Based on MSCI Italy Index from October 1996 through December 1998. |
| vi | DAX Index 5/15/93 through 12/21/97 |
| vii | Recommended shorting all Asian stock markets and currencies. Returns are hard to calculate, but are in excess of 50%. |
| viii | Lehman Gold Aggregate Bond Index price and yield estimates. Missed the turn and gave back more than half the gain from 1996. |
| ix | Based on average return of 20 creative destruction technology theme portfolios, comprised of 80 individual stock recommendations beginning in 1995 through March 2000. During that time, the corresponding benchmark index returned 36%. |
| x | Six out of seven post-9/11 portfolio recommendations, composed of 33 different companies in homeland security, defense, bio-defense and cyber-terrorism, were up and average of 26.5% three months after each recommendation, versus an average 4.5% gain for the S&P 500 Index. |
| xi | From 3/26/01 through 7/26/11, Gold Spot Market Commodity in USD is up 516% while the NYSE Arca GOLD BUGS (HUI) Index is up 1,033%. |
| xii | Based on the ISE Water Index from 5/17/01 through 6/30/11. |
| xiii | Blanket recommendation on agriculture grains and companies from 7/09/01 through 6/30/11. During this time the S&P Agriculture Index posted a total return of 210%. |
| xiv | Bombay Sensex Index |
| xv | From 6/30/03 to 6/30/09, the S&P Energy Index rose 91.9%. |
| xvi | Based on the average return of five original recommendations featured 3/23/04 as of 6/30/11. |
| xvii | Between 9/1/05 and 6/30/11, the Bovespa gained 238% in USD. |
| xviii | Shanghai Composite Index has risen from 1233 on 1/19/06 to 3081 on 6/30/09. |
| xix | Based on price paid and invested for Molycorp as private equity in 2008 and IPO price in 2010 as of 4/28/11. Theme includes many other triple-digit returns. |
| xx | Based on average return of three recommended stocks featured July 2006 during that year. |
| xxi | Based on average return of 15 lithium and battery stocks from origination in 2008 & 2009 until formally closed out or 12 months after last recommendation. |
| xxii | Based on average share gain among 11 stocks featured 2/12/09 and 2/19/09 as of 12/31/09 and annualized average as of 4/28/11. |
| xxiii | Based on average total return of six material and resource ETFs and equities featured 2/19/09 as of 6/30/11. |
| xxiv | Based on average total return of two railroad stocks featured 10/29/09 and 11/19/09 as of 6/30/11. |
| xxv | Based on average return of three country, equity ETFs in USD featured 2/5/09, 3/5/09 and 3/19/09, and the average appreciation of their currencies versus the USD as of 6/30/11. |
| xxvi | Based on average return of three recommended stocks featured 2/19/09 as of 6/30/11. |
| xxvii | Based on return of Jakarta Composite Index from 12/10/09 as of 6/30/11. |
| xxviii | Based on return of the Mongolian Stock Exchange (MSE) Top 20 Index in USD featured February 2010 as of 6/30/11. |
| xxix | Based on return of Tokyo natural rubber futures from October 2010 through February 2011. |
| xxx | Based on average total return in USD of three recommended stocks featured 5/13/10 as of 6/30/11. |
