We like to be measured by the performances of our recommended portfolios - Mid-cap, Income and CFD - which are a combination of our very best recommendations where we also advise of the appropriate weighting each stock should have in these portfolios. That way you can gauge which of our own recommendations we favour the most and how much you should buy.

Our aim is to provide the best blend of medium-term (3-12 month) recommendations with short-term (<3 months) opportunities to extract the best returns whilst minimising the overall risk. Our risk management strategies and global perspective help in achieving those goals.

The returns of the portfolios are based on calendar year performances as shown below. The 2004/05 CFD Portfolio is based on a 17 month performance where as the 2006 CFD Portfolio return is based on a 12 month time frame showing 10 times leverage as CFD's provide,  though we recommend clients adopt a more conservative 3 times leverage.

CFD Portfolio Returns

2008 CFD Portfolio - -10.4% (Unleveraged) vs (ASX 200 -41.41%)

2007 CFD Portfolio -  +137% (Basis 10 times leverage)

2006 CFD Portfolio -  +315.5% (Basis 10 times leverage)*

2004/2005 CFD Portfolio -  +325.4% (Basis 10 times leverage)

Income Portfolio Returns

2008 Income Portfolio -  -4.74% vs (ASX 100 Accumulation Index -37.32%)

2007 Income Portfolio -  +6.25%

2006 Income Portfolio -  +21.3%

2005 Income Portfolio -  +12.9%

2004 Income Portfolio -  +39.5% (10 month performance)

Mid-Cap Portfolio Returns

2008 Mid-Cap portfolio -  -6.72% vs (ASX Small Ords Index -55.1%)

2007 Mid-Cap Portfolio -  +4.25%

2006 Mid-Cap Portfolio -  +71.29%

2005 Mid-Cap Portfolio -  +20.5%

2004 Mid-Cap Portfolio -  +27.2%

2003 Mid-Cap Portfolio -  +42.8%

* All returns are hypothetical and do not take in to consideration a clients personal circumstances.

* Portfolio calculations do not take into account brokerage or transaction costs.

* The returns reported are provided for information purposes only and results of past performance are no guarantee of future returns. No assurance is given that you will incur any further or future profits or losses. It should not be assumed that you will experience results comparable to those reported above as a number of factors can impact the return achieved on your account, eg. interest rates, different fee structures, leverage, deposit or withdrawal of funds.