The Jimmy’s Superb Performer’s Folio is made up of investment vehicles run by the men who are-in our view-the world's investing All-Stars. These investments reflect superb, audited track records, not empty promises. Through each, you'll enjoy easy availability and high liquidity. You'll also find superior returns combined with below-average risk. The rationale for creating this portfolio is this: Each of the money managers trounced inflation, steamrolled the market averages, and left his contemporaries choking on his dust. And they have done so through almost any market imaginable with less risk than their respective benchmark index. In short, this portfolio is based on our confidence in these All-Stars' ability to make money. We don't use trailing stops in this portfolio because we're not interested in second-guessing an All-Star. We believe these individuals will continue their history of market-beating performance.

The Jimmy’s Trading Folio contains most of our individual stock and bond recommendations and is geared toward investors with a shorter-term investment horizon. In it we try to provide a little bit of everything from higher risk/higher returns to low risk, more conservative plays. But each recommendation is included because we believe it provides the best opportunity for making money right now. Here you'll find growth stocks and value stocks, short sells and covered calls, so pay attention to the Risk Factor for each. And invest only where you are most comfortable. The Jimmy’s Trading Portfolio also features a 25% trailing stop strategy, the heart and soul of our investment philosophy. Using a trailing stop guarantees that we let our winners ride, while cutting any losses short.

The Jimmy’s Fortress Folio does something no other portfolio can do; it GUARANTEES you will make money. That's because the portfolio consists of MITTS (Market Index Term Target Securities). MITTS are publicly traded securities created by Merrill Lynch for investors who are confident that the world's markets will eventually rebound. Here's how they work. Each MITTS is tied to a broader market index. At the time that Merrill brings each one public, at a price of $10 per share, it's pegged to the value of its associated index at that point in time. For example, when Merrill brought its Russell 2000 MITTS public, the Russell 2000 Index (the U.S. small-cap) was at 465.8. From that point on, until this MITTS reaches its maturity date, shareholders are guaranteed to receive 100% of the increase in the index over its starting value. If the index doubles by the maturity date, each share would be worth $20. If it triples, $30, etc. But here's the best part, even if the index declines over the MITTS' lifetime, Merrill guarantees that the shareholder will not receive less than $10 per share at maturity. You have the unlimited upside of the index, but with no risk to principal (if you pay $10 or less per; which you can today). In addition, you are not required to buy these securities through Merrill Lynch-they're traded on the American Stock Exchange. Nor are you required to hold them until maturity-you can sell at any time.

The Jimmy’s Income Portfolio provides a needed dose of diversification in the form of income paying investments. And because it focuses mainly on various bond funds-we also get lowered risk. But we're not going to settle for plain vanilla. We want better-than-average yields. And we're willing to look the world over to find them. While you may never hit a home run in this portfolio, the combination of capital gains and steady, high-paying dividends has provided strong, consistent returns for us. In short, it's a crucial part of any well-diversified investment portfolio.