1. This chart was created using data from real-world trading (not simulated). 
  2. The model portfolio started with $200,000 of capital each year.
  3. The non-retirement model portfolio allocated its capital across seven UIS investing systems while the retirement model portfolio allocated its capital among three UIS investing systems.  The allocation ratio was based on the investment outlook for that year.
  4. The model portfolio do not use any margin.
  5. The model portfolio uses a $5.00 brokerage commission fee for each buy or sell transaction.

www.uisinvestment.com (UIS) maintains two model portfolios (non-retirement and retirement) which track the performance of our investments using our proprietary investing systems.  Our methods have consistently outperformed the S&P 500 and have provided clients with steady earnings year after year.