Spy Guy Continues Sky-High Returns

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Investment newsletter has outperformed all major indexes and 99% of equity mutual fund for three years in a row. Three-year return of 140%.

Dr. Joe Scifers, ex-CIA, reports that his $impleMoney Newsletter has, for three years running, outperformed the Dow, NASDAQ, S&P500, and 99 percent of equity mutual funds. His picks were up 34% in 2001, 7.2% in 2002, and 67% in 2003.

The three-year return of his documented stock picks is 140%. This return was generated with a portfolio with an average beta—or risk level—of 0.70, or 30% less risk the broad market with a beta of 1.0. “In general,” said Scifers, “investors focus too much on performance and too little on risk.”

The $impleMoney newsletter, published weekly by email, was founded to help investors cut through the maze of complicated and often contradictory market and stock data. In Scifers’ opinion, “Investing has become unnecessarily complicated—it is, or should be, a very straightforward, even simple process. Our goal is simple, understandable, and successful investing for everyone.”

“We’re stocks guys, not market guys; in fact we’re relatively indifferent to what the market does. In any market, there are always many worthwhile investments. We use bottom-up, quantitative fundamental analysis to find the best stocks—ignoring any size, value/growth, or sector constraints,” said Scifers, who also manages a successful hedge fund.

Dr. Scifers has a Doctorate from the Harvard Business School, graduated the US Naval Academy, and holds graduate degrees from Stanford and Columbia. In addition to the CIA, he has worked at the Rand Corporation and in the White House. His website is http://www.scifers.com.

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