Financial Results

The unit value for the Challenge Club is $24.31, up +2.1% from last month ($23.80). The Wilshire 5000 is up +3.3% over the last thirty days.

Since inception (1999), the annualized total return for the Challenge Club is 6.8% — with an annualized relative return checking in at +3.1%.

Sorting by Return Forecast (PAR) & Sweet Spot Analysis

With MIPAR at 6.8% — the target for the overall portfolio PAR is 11.8-16.8%.

This range serves a dual purpose as it’s also the sweet spot for individual stocks — companies that would be attractive with PAR from 12-17% so long as quality is suitable.

All three primary portfolio characteristics (overall return forecast, quality and growth) are suitable and within the target range with the greatest need for a growth boost — if anything.

Candidates for Accumulation: AFLAC (AFL), QUALCOMM (QCOM) …