Summary: By bargain we mean portfolio excess dollar returns over newsletter subscription cost.
For example if Boc Portfolio Newsletter BOCX excess dollar returns over benchmark S&P 500 ( symbol “SPY”) over a long period of time say for example 8 years yields compounded annual excess returns on average of about $20,000 then an annual fixed subscription cost of $5,000 could be a bargain. A portfolio of half a million dollars that yields compounded annual excess returns on average of about 4% yields $20,000 (.04 X $500,000 =$20,000).
This content is provided by BOC for informational purposes only. Investing involves the risk of loss and investors should be prepared to bear potential losses. Past performance may not be indicative of future results and may have been impacted by events and economic conditions that will not prevail in the future. In spite of best efforts, losses may occur.
For actual results see: