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Cumulative Appreciation MSR SP100 Top 10 & Top 20 Performance vs. SP100 (OEX) Cumulative Returns - December 31, 2003 to December 31, 2013 MSR SP100 Top.

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Presentation on theme: "Cumulative Appreciation MSR SP100 Top 10 & Top 20 Performance vs. SP100 (OEX) Cumulative Returns - December 31, 2003 to December 31, 2013 MSR SP100 Top."— Presentation transcript:

1 Cumulative Appreciation MSR SP100 Top 10 & Top 20 Performance vs. SP100 (OEX) Cumulative Returns - December 31, 2003 to December 31, 2013 MSR SP100 Top 10 & Top 20 Performance vs. SP100 (OEX) Cumulative Returns - December 31, 2003 to December 31, 2013 MSR SP100 Top 20 Stocks + 184.86 % SP100 Benchmark + 49.57% MSR SP100 Report Top 10 Stocks MSR SP100 Report Top 20 Stocks SP 100 (OEX) Benchmark Total percent gain for the period = 119.68% Total percent gain for the period = 184.86% Total percent gain for the period = 49.57% Compounded annual rate of return = 8.19% Compounded annual rate of return = 11.04% Compounded annual rate of return = 4.11% MSR SP100 Report Top 10 Stocks MSR SP100 Report Top 20 Stocks SP 100 (OEX) Benchmark Total percent gain for the period = 119.68% Total percent gain for the period = 184.86% Total percent gain for the period = 49.57% Compounded annual rate of return = 8.19% Compounded annual rate of return = 11.04% Compounded annual rate of return = 4.11% MSR SP100 Top 10 Stocks + 119.68 % MSR Selection Rating System MSR and Benchmark results are capital appreciation. Interest income and transaction costs are not included. 2004 I 2005 I 2006 I 2007 I 2008 I 2009 I 2010 I 2011 I 2012 I 2013 I

2 Annualized Return MSR SP 100 Top 10 & Top 20 Performance vs. SP100 (OEX) Annualized Returns - December 31, 2003 to December 31, 2013 MSR Selection Rating System Cumulative Appreciation 3 Years 5 Years 7 Years 10 Years MSR SP 100 Top 10 78.07 % 108.95 % 38.79 % 119.68 % MSR SP 100 Top 20 72.24 % 112.61 % 59.17 % 184.86 % SP 100 Benchmark 45.58 % 90.90 % 24.74 % 49.57 % Cumulative Appreciation 3 Years 5 Years 7 Years 10 Years MSR SP 100 Top 10 78.07 % 108.95 % 38.79 % 119.68 % MSR SP 100 Top 20 72.24 % 112.61 % 59.17 % 184.86 % SP 100 Benchmark 45.58 % 90.90 % 24.74 % 49.57 % 39.6% 42.2% 27.4% MSR and Benchmark results are capital appreciation. Interest income and transaction costs are not included. 212-422-8040 MSRonline.com 21.2% 19.9% 13.3% 15.9% 16.3% 13.8% 4.8% 6.9% 3.2% 8.2% 11.0% 4.1%

3 MSR SP 100 Top 10 & Top 20 Performance MSR Selection Rating System MSR and Benchmark results are capital appreciation. Interest income and transaction costs are not included. 212-422-8040 SIX MONTH UPGRADING CAPITAL APPRECIATION 123103 - 123113 MSR TOP 10MSR TOP 20BENCHMARK 10 YearsSP 100 %GainCumulativeSP 100 %GainCumulativeSP 100 %GainCumulative 200412/31/03 - 06/30/045.90 11.43 0.56 06/30/04 - 12/31/0418.8525.8721.8435.773.874.45 200512/31/04 - 06/30/0515.9045.886.1744.14-2.991.32 06/30/05 - 12/31/054.9453.0910.4059.132.143.49 200612/31/05 - 06/30/06-1.2851.135.7468.271.685.23 06/30/06 - 12/31/064.7358.286.3678.9713.9519.90 200712/31/06 - 06/30/073.3163.526.6890.934.9025.78 06/30/07 - 12/31/0716.4390.3914.74119.07-1.0324.49 200812/31/07 - 06/30/08-13.3664.95-7.09103.53-15.255.50 06/30/08 - 12/31/08-36.265.14-34.1733.98-25.74-21.65 200912/31/08 - 06/30/09-6.11-1.29-4.8327.52-0.44-21.99 06/30/09 - 12/31/0917.2415.7321.5855.0319.65-6.66 201012/31/09 - 06/30/10-11.282.68-11.0737.86-9.03-15.09 06/30/10 - 12/31/1020.1523.3719.9665.3921.012.74 201112/31/10 - 06/30/1115.0241.8910.5482.813.786.63 06/30/11 - 12/31/11-1.6239.59-4.1075.31-2.813.63 201212/31/11 - 06/30/125.1946.8412.3096.889.2913.26 06/30/12 - 12/31/125.2454.533.65104.073.6517.40 201312/31/12 - 06/30/1316.1479.4814.74134.1511.4530.83 06/30/13 - 12/31/1322.40119.6821.65184.8614.3249.57 Annualized8.1911.044.11

4 212-422-8040 MSRonline.com Frank A. Peluso: brief fact sheet Market Systems Research, Inc., New York 1970-Present; Founder, CEO and Research Director Developed MSR original Quantitative Selection Model, Provided Ranking Results to varied institutional client base, Strong Performance Relative to SP500 in 27 of 29 3-Yr Periods, Author of successful MSR Bond Timing Letter 1983-1997, Co-Founder, President of MSR Advisors, 1984 to 2000, Co-Managed the MSR Market Oriented Equity portfolios for the Lexington Management Company and its subsequent owner, ING, from 1984 to 2000, and Advisor to Market Oriented Domestic Equity portfolios for Strategy Asset Managers from 2000 to present. Developed the MSR Quantitative Primary Wave System 2007 Author of Global Wave Analysis Report 2007 - Present Princeton University: Princeton, NJ; AB Magna Cum Laude in Physics; Princeton University: Putnam Graduate Fellowship in Mathematical Physics.

5 Additional Information The statistical and other information contained in this report has been obtained from official reports, electronic data and other sources which we believe reliable. While we cannot guarantee its entire accuracy or completeness, we believe it may be accepted as substantially correct. Past research performance is not an indication of future results. Any projections, outlooks or assumptions should not be construed to be indicative of the actual events which will occur. Back-tested data has inherent limitations because it does not reflect actual transactions. Interest income and transaction costs are not included. There is no representation that actual future results will be similar. The examples of specific research are included merely to illustrate the process and strategies which may be utilized. The officers of and/or Market Systems Research, Inc. may at times have a position on any security herein. Individual, back-test MSR SP 100 Research Reports were generated on a six-month basis, from December 2003 through June 2013, from a historical data pool available as of the market close on 09/17/13. Stocks without sufficient data to generate a MSR Selection Rating, those designated as utility sector stocks and stocks trading under seven dollars have been removed from the back-test study. All research reports are available upon request. 212-422-8040 MSRonline.com


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