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Proven Track Record Table of Contents
 Page 1 – Oct. 1990 – Predicting Prudential a return of 19.5%-25.7% over 12-18 months
Page 2 – Feb. 1992 – Prudential Income Fund – 21.9% return 16 months later – Prudential Diversified Fund – 19.3% return
Page 3, 4 – Jan. 1993 – in depth research predicts natural resources will explode.
After Quebec Referendum, transfers all client money (3 million) into Prudential Natural Resources Funds. Sling shot occurs yielding 20% in the last two months of the total 27.7% in this fund made last year
Page 5, 6, 7 – May 1993 – As predicted Natural Resource Fund is soaring from July1992-1993, total return is 125%
Page 8 – Dec. 1994 – Concerned about losing last years increase to another Quebec referendum, moves all 6.7 Million into MDA (same as GIC market) earning 8 ½ % for five years. Market dropped 23% inCanada that year.
Page 9 – Dec. 1994 – Pulls all non-registered funds out of GIC’s to put into two new funds he helped create. Predicts solid returns, still leaves RRSP’s in GIC’s.
Page 10 – Jan. 1996 – Prudential American Equity Fund-53.7% return – Prudential Global Equity Fund-31% return
Page 11 – Nov. 1995 – Predicts another sling shot over 25% in 3 months after Quebec votes no. Transfers the balance of the RRSP’s in GIC’s into Prudential Natural Resources and Precious Metal Funds.
Page 12 – 1996 RRSP’s – Shows entry level fund performance. Transfers all RRSPclients into Natural resources and Precious metals fund.
Natural Resources at 36.2 will increase to 45.25
Precious metals at 18.5 will increase 23.12
Page 13 – Rates of Return – Sling shot was underestimated, both funds over 75%
Page 14 – Jan. 1998 – Be defensive
Page 15 – Found loopholes with segregated funds. No foreign content rules – allows 100% foreign funds. Transferred all RRSP’s
Page 16 – Jan. 1999 – MAXXUM American Equity Fund – 56.3% return
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