Rev. 12/15/05 The USIR Growth Portfolios - 1987 to Present Home
The USIR Conservative Growth and USIR Growth Leaders model portfolios were started  1/1/87 with $100,000 each.
The USIR Emerging Growth Portfolio was started  7/1/95 with $1,000.000. They are managed as real-time portfolios.
Transactions are pre-announced and recorded at prevailing prices. Dividends and commissions are not included.
USIR Conservative USIR Growth USIR Emerging NASDAQ Dow Jones
Growth Portfolio Leaders Portfolio Growth Portfolio S&P 500 Index Composite Industrial Average
Compounded Annual Returns:
  Last 10 Years 21.6% 33.8% 36.8% 7.2% 7.9% 7.8%
  Last 5 Years 11.7% 22.4% 26.5% -1.4% -4.0% 0.2%
  Last 2 Years 21.5% 34.1% 29.2% 6.9% 6.2% 2.0%
  Last 4 Quarters 22.4% 27.8% 34.8% 4.9% 4.0% 0.9%
Quarterly Results since 1987:
Market  Qtr YTD Market  Qtr YTD Market  Qtr YTD Index Qtr YTD Index Qtr YTD Index Qtr YTD
Quarter Value Gain Gain Value Gain Gain Value Gain Gain Value Gain Gain Value Gain Gain Value Gain Gain
Jan 1 1987 $100,000 $100,000 Started 7/1/95 272 395 1896
1Q1987 135,044 35.0% 35.0% 150,492 50.5% 50.5% 294 8.1% 8.1% 432 9.4% 9.4% 2305 21.6% 21.6%
2Q1987 142,551 5.6% 42.6% 157,451 4.6% 57.5% 307 4.4% 12.9% 429 -0.7% 8.6% 2419 4.9% 27.6%
3Q1987 150,122 5.3% 50.1% 164,399 4.4% 64.4% 320 4.2% 17.6% 442 3.0% 11.9% 2596 7.3% 36.9%
4Q1987 141,673 -5.6% 41.7% 132,170 -19.6% 32.2% 244 -23.8% -10.3% 345 -21.9% -12.7% 1939 -25.3% 2.3%
1Q1988 160,555 13.3% 13.3% 168,840 27.7% 27.7% 259 6.1% 6.1% 375 8.7% 8.7% 1989 2.6% 2.6%
2Q1988 173,529 8.1% 22.5% 183,828 8.9% 39.1% 271 4.6% 11.1% 387 3.2% 12.2% 2142 7.7% 10.5%
3Q1988 171,172 -1.4% 20.8% 178,694 -2.8% 35.2% 270 -0.4% 10.7% 385 -0.5% 11.6% 2113 -1.4% 9.0%
4Q1988 176,401 3.1% 24.5% 192,891 7.9% 45.9% 278 3.0% 13.9% 381 -1.0% 10.4% 2169 2.7% 11.9%
1Q1989 200,033 13.4% 13.4% 216,180 12.1% 12.1% 290 4.3% 4.3% 408 7.1% 7.1% 2294 5.8% 5.8%
2Q1989 223,015 11.5% 26.4% 240,651 11.3% 24.8% 318 9.7% 14.4% 435 6.6% 14.2% 2440 6.4% 12.5%
3Q1989 257,981 15.7% 46.2% 312,181 29.7% 61.8% 355 11.6% 27.7% 477 9.7% 25.2% 2693 10.4% 24.2%
4Q1989 281,514 9.1% 59.6% 327,144 4.8% 69.6% 360 1.4% 29.5% 458 -4.0% 20.2% 2753 2.2% 26.9%
1Q1990 290,798 3.3% 3.3% 367,664 12.4% 12.4% 337 -6.4% -6.4% 437 -4.6% -4.6% 2707 -1.7% -1.7%
2Q1990 330,233 13.6% 17.3% 427,891 16.4% 30.8% 358 6.2% -0.6% 462 5.7% 0.9% 2881 6.4% 4.6%
3Q1990 334,369 1.3% 18.8% 432,580 1.1% 32.2% 305 -14.8% -15.3% 352 -23.8% -23.1% 2452 -14.9% -10.9%
4Q1990 344,444 3.0% 22.4% 478,571 10.6% 46.3% 330 8.2% -8.3% 374 6.3% -18.3% 2634 7.4% -4.3%
1Q1991 422,961 22.8% 22.8% 681,638 42.4% 42.4% 372 12.7% 12.7% 466 24.6% 24.6% 2914 10.6% 10.6%
2Q1991 444,936 5.2% 29.2% 776,437 13.9% 62.2% 388 4.3% 17.6% 502 7.7% 34.2% 2907 -0.2% 10.4%
3Q1991 476,476 7.1% 38.3% 880,725 13.4% 84.0% 392 1.0% 18.8% 543 8.2% 45.2% 3017 3.8% 14.5%
4Q1991 555,792 16.6% 61.4% 1,048,608 19.1% 119.1% 409 4.3% 23.9% 620 14.2% 65.8% 3169 5.0% 20.3%
1Q1992 553,233 -0.5% -0.5% 1,057,840 0.9% 0.9% 415 1.5% 1.5% 579 -6.6% -6.6% 3235 2.1% 2.1%
2Q1992 583,881 5.5% 5.1% 1,065,992 0.8% 1.7% 424 2.2% 3.7% 581 0.3% -6.3% 3319 2.6% 4.7%
3Q1992 591,557 1.3% 6.4% 1,125,784 5.6% 7.4% 419 -1.2% 2.4% 605 4.1% -2.4% 3272 -1.4% 3.3%
4Q1992 645,034 9.0% 16.1% 1,309,945 16.4% 24.9% 439 4.8% 7.3% 696 15.0% 12.3% 3301 0.9% 4.2%
1Q1993 650,316 0.8% 0.8% 1,371,587 4.7% 4.7% 440 0.2% 0.2% 661 -5.0% -5.0% 3435 4.1% 4.1%
2Q1993 654,789 0.7% 1.5% 1,427,935 4.1% 9.0% 448 1.8% 2.1% 705 6.7% 1.3% 3516 2.4% 6.5%
3Q1993 713,726 9.0% 10.6% 1,684,123 17.9% 28.6% 468 4.5% 6.6% 779 10.5% 11.9% 3555 1.1% 7.7%
4Q1993 722,458 1.2% 12.0% 1,878,625 11.5% 43.4% 482 3.0% 9.8% 800 2.7% 14.9% 3754 5.6% 13.7%
1Q1994 776,050 7.4% 7.4% 2,159,936 15.0% 15.0% 451 -6.4% -6.4% 734 -8.3% -8.3% 3636 -3.1% -3.1%
2Q1994 775,580 -0.1% 7.4% 2,053,701 -4.9% 9.3% 458 1.6% -5.0% 722 -1.6% -9.8% 3625 -0.3% -3.4%
3Q1994 806,292 4.0% 11.6% 2,500,663 21.8% 33.1% 472 3.1% -2.1% 777 7.6% -2.9% 3843 6.0% 2.4%
4Q1994 806,535 0.0% 11.6% 2,631,749 5.2% 40.1% 470 -0.4% -2.5% 755 -2.8% -5.6% 3834 -0.2% 2.1%
1Q1995 912,460 13.1% 13.1% 3,041,725 15.6% 15.6% 512 8.9% 8.9% 844 11.8% 11.8% 4148 8.2% 8.2%
2Q1995 1,055,635 15.7% 30.9% 3,659,501 20.3% 39.1% 1,000,000 562 9.8% 19.6% 1001 18.6% 32.6% 4556 9.8% 18.8%
3Q1995 1,169,297 10.8% 45.0% 4,283,014 17.0% 62.7% 1,127,323 12.7% 12.7% 582 3.6% 23.8% 1036 3.5% 37.2% 4789 5.1% 24.9%
4Q1995 1,148,647 -1.8% 42.4% 3,905,668 -8.8% 48.4% 1,063,581 -5.7% 6.4% 636 9.3% 35.3% 1060 2.3% 40.4% 5117 6.8% 33.5%
1Q1996 1,266,617 10.3% 10.3% 4,419,705 13.2% 13.2% 1,265,640 19.0% 19.0% 654 2.8% 2.8% 1191 12.4% 12.4% 5587 9.2% 9.2%
2Q1996 1,339,856 5.8% 16.6% 4,815,370 9.0% 23.3% 1,484,216 17.3% 39.5% 640 -2.1% 0.6% 1081 -9.2% 2.0% 5655 1.2% 10.5%
3Q1996 1,499,410 11.9% 30.5% 5,763,281 19.7% 47.6% 1,682,897 13.4% 58.2% 705 10.2% 10.8% 1222 13.0% 15.3% 5882 4.0% 15.0%
4Q1996 1,552,430 3.5% 35.2% 6,155,588 6.8% 57.6% 1,738,318 3.3% 63.4% 786 11.5% 23.6% 1380 12.9% 30.2% 6448 9.6% 26.0%
1Q1997 1,569,571 1.1% 1.1% 6,128,685 -0.4% -0.4% 1,725,082 -0.8% -0.8% 801 1.9% 1.9% 1261 -8.6% -8.6% 6583 2.1% 2.1%
2Q1997 1,983,739 26.4% 27.8% 7,468,133 21.9% 21.3% 2,126,681 23.3% 22.3% 954 19.1% 21.4% 1594 26.4% 15.5% 7673 16.6% 19.0%
3Q1997 2,171,174 9.4% 39.9% 9,087,432 21.7% 47.6% 2,613,863 22.9% 50.4% 915 -4.1% 16.4% 1594 0.0% 15.5% 7945 3.5% 23.2%
4Q1997 2,154,079 -0.8% 38.8% 8,695,775 -4.3% 41.3% 2,724,960 4.3% 56.8% 980 7.1% 24.7% 1619 1.6% 17.3% 7908 -0.5% 22.6%
1Q1998 2,422,739 12.5% 12.5% 10,130,027 16.5% 16.5% 3,372,460 23.8% 23.8% 1112 13.5% 13.5% 1868 15.4% 15.4% 8800 11.3% 11.3%
2Q1998 2,657,868 9.7% 23.4% 11,952,297 18.0% 37.4% 3,233,938 -4.1% 18.7% 1121 0.8% 14.4% 1872 0.2% 15.6% 8952 1.7% 13.2%
3Q 1998 2,540,702 -4.4% 17.9% 11,224,509 -6.1% 29.1% 2,998,471 -7.3% 10.0% 1099 -2.0% 12.1% 1771 -5.4% 9.4% 7843 -12.4% -0.8%
4Q 1998 3,312,746 30.4% 53.8% 16,139,531 43.8% 85.6% 4,737,868 58.0% 73.9% 1280 16.5% 30.6% 2506 41.5% 54.8% 9181 17.1% 16.1%
1Q1999 3,607,273 8.9% 8.9% 19,904,510 23.3% 23.3% 5,010,702 5.8% 5.8% 1335 4.3% 4.3% 2543 1.5% 1.5% 9786 6.6% 6.6%
2Q1999 3,842,601 6.5% 16.0% 19,471,101 -2.2% 20.6% 5,075,343 1.3% 7.1% 1329 -0.4% 3.8% 2638 3.7% 5.3% 10971 12.1% 19.5%
3Q 1999 3,835,064 -0.2% 15.8% 20,126,689 3.4% 24.7% 5,664,508 11.6% 19.6% 1363 2.6% 6.5% 2966 12.4% 18.4% 10337 -5.8% 12.6%
4Q 1999 4,597,300 19.9% 38.8% 25,927,559 28.8% 60.6% 7,022,311 24.0% 48.2% 1394 2.3% 8.9% 3941 32.9% 57.3% 11497 11.2% 25.2%
1Q 2000 5,185,530 12.8% 12.8% 31,614,959 21.9% 21.9% 9,184,759 30.8% 30.8% 1452 4.2% 4.2% 3861 -2.0% -2.0% 10922 -5.0% -5.0%
2Q 2000 5,133,076 -1.0% 11.7% 27,578,168 -12.8% 6.4% 8,366,982 -8.9% 19.1% 1431 -1.4% 2.7% 3767 -2.4% -4.4% 10448 -4.3% -9.1%
3Q 2000 4,924,785 -4.1% 7.1% 27,100,841 -1.7% 4.5% 8,099,619 -3.2% 15.3% 1429 -0.1% 2.5% 3370 -10.5% -14.5% 10561 1.1% -8.1%
4Q 2000 4,667,464 -5.2% 1.5% 26,234,371 -3.2% 1.2% 7,524,339 -7.1% 7.1% 1366 -4.4% -2.0% 2773 -17.7% -29.6% 10787 2.1% -6.2%
1Q 2001 3,869,335 -17.1% -17.1% 22,049,246 -16.0% -16.0% 7,242,478 -3.7% -3.7% 1184 -13.3% -13.3% 2116 -23.7% -23.7% 9888 -8.3% -8.3%
2Q 2001 4,639,217 19.9% -0.6% 24,528,761 11.2% -6.5% 9,024,777 24.6% 19.9% 1224 3.4% -10.4% 2111 -0.2% -23.9% 10566 6.9% -2.0%
3Q 2001 4,141,181 -10.7% -11.3% 21,880,713 -10.8% -16.6% 8,136,939 -9.8% 8.1% 1041 -15.0% -23.8% 1499 -29.0% -45.9% 8848 -16.3% -18.0%
4Q 2001 4,464,006 7.8% -4.4% 24,665,419 12.7% -6.0% 9,229,285 13.4% 22.7% 1148 10.3% -16.0% 1950 30.1% -29.7% 10022 13.3% -7.1%
1Q 2002 4,300,952 -3.7% -3.7% 23,916,198 -3.0% -3.0% 9,050,524 -1.9% -1.9% 1147 -0.1% -0.1% 1845 -5.4% -5.4% 10404 3.8% 3.8%
2Q 2002 4,021,118 -6.5% -9.9% 22,786,650 -4.7% -7.6% 7,882,432 -12.9% -14.6% 990 -13.7% -13.8% 1463 -20.7% -25.0% 9243 -11.2% -7.8%
3Q 2002 3,764,804 -6.4% -15.7% 21,588,384 -5.3% -12.5% 7,842,807 -0.5% -15.0% 815 -17.6% -29.0% 1172 -19.9% -39.9% 7592 -17.9% -24.2%
4Q 2002 3,836,848 1.9% -14.0% 23,413,619 8.5% -5.1% 8,269,721 5.4% -10.4% 880 7.9% -23.4% 1326 13.1% -32.0% 8542 12.5% -14.8%
1Q 2003 4,036,326 5.2% 5.2% 24,890,284 6.3% 6.3% 8,464,284 2.4% 2.4% 848 -3.6% -3.6% 1341 1.2% 1.2% 7998 -6.4% -6.4%
2Q 2003 4,478,036 10.9% 16.7% 30,029,036 20.6% 28.3% 10,542,311 24.6% 27.5% 975 15.0% 10.8% 1623 21.0% 22.4% 8985 12.3% 5.2%
3Q 2003 4,849,202 8.3% 26.4% 35,360,055 17.8% 51.0% 12,375,560 17.4% 49.6% 996 2.2% 13.2% 1787 10.1% 34.8% 9275 3.2% 8.6%
4Q 2003 5,492,379 13.3% 43.1% 40,040,970 13.2% 71.0% 14,576,405 17.8% 76.3% 1112 11.6% 26.4% 2003 12.1% 51.1% 10454 12.7% 22.4%
1Q 2004 5,695,153 3.7% 3.7% 41,657,229 4.0% 4.0% 15,255,806 4.7% 4.7% 1126 1.3% 1.3% 1994 -0.5% -0.5% 10358 -0.9% -0.9%
2Q 2004 5,750,898 1.0% 4.7% 44,230,948 6.2% 10.5% 15,442,738 1.2% 5.9% 1141 1.3% 2.6% 2048 2.7% 2.2% 10435 0.7% -0.2%
3Q 2004 5,748,475 0.0% 4.7% 45,432,144 2.7% 13.5% 15,775,751 2.2% 8.2% 1115 -2.3% 0.3% 1897 -7.4% -5.3% 10080 -3.4% -3.6%
4Q 2004 6,620,750 15.2% 20.5% 56,359,058 24.1% 40.8% 18,053,866 14.4% 23.9% 1212 8.7% 9.0% 2175 14.7% 8.6% 10783 7.0% 3.1%
1Q 2005 6,578,589 -0.6% -0.6% 56,087,269 -0.5% -0.5% 18,080,746 0.1% 0.1% 1181 -2.6% -2.6% 1999 -8.1% -8.1% 10504 -2.6% -2.6%
2Q 2005 6,836,583 3.9% 3.3% 58,113,806 3.6% 3.1% 19,404,746 7.3% 7.5% 1191 0.8% -1.7% 2057 2.9% -5.4% 10275 -2.2% -4.7%
3Q 2005 7,224,515 5.7% 9.1% 62,131,677 6.9% 10.2% 21,958,022 13.2% 21.6% 1229 3.2% 1.4% 2152 4.6% -1.1% 10569 2.9% -2.0%
4Q 2005* 8,105,419 12.2% 22.4% 72,008,299 15.9% 27.8% 24,331,791 10.8% 34.8% 1271 3.4% 4.9% 2261 5.1% 4.0% 10882 3.0% 0.9%
*thru 12/15/05