Liquid Millionaire - isaco

Notes
79. At the beginning of 2008, 1 year Tax-Free Millionaire ISA
Shadow Investing packages were being sold at £2995.
80. Th e Successful Investor: What 80 Million People Need to Know
to Invest Profi tably and Avoid Big Losses - William J. O’Neil.
Page 22 “Institutional or Professional Investors - many of whom
manage portfolios in the tens of billions of dollars - account for
about 75 percent of all important market activity (if you omit
program trading).”
81. Period taken was Dec 31st 2003 to Jan 5th 2008.
82. Author’s return on his ISA account for 2004 without any capital
additions added.
83. Date results taken 18th of Jan 2008 - Th e Nasdaq was down
11.5% and the Tax-Free Millionaire system was up 0.6%.
84. Period taken was Dec 31st 2003 to Jan 5th 2008.
85. Yahoo Finance - 23rd Dec 1974 to March 10th 2000.
86. Author’s best estimation on how many funds, when screened,
actually pass the HIRE CAR criteria.
87. 2 year performance return on author’s SIPP account (without
any capital additions).
88. Th e author’s own personal estimation.
89. ISACO 283 premium clients - February 2008.
90. In the past, the author and his brother Paul taught the Tax-Free
Millionaire System of Investing at a live 4 hour event. After the
events, feedback forms were distributed and clients were asked
if they would recommend the system to others. In October 2007,
91% of attendees said they would recommend to others.
197