THE RETURNS BEHIND THE IDEA
HISTORICAL PERFORMANCE DATA

This discussion of performance data is based upon Blockdesk products and the K.I.S.S. strategy. In order to understand the references in this discussion, you may want to read through our Products section, or take our guided tour.


The most objective measure of Block Trader Forecasts' historical performance is a direct comparison of returns. We do this using our Keep It Simple Strategy (KISS), a pre-set trading strategy whose results are then compared to returns from a buy-and-hold strategy for the S&P 500 over the same time period.

• Buy when a stock is at the bottom of the block traders' expected price range.
  
  
• Wait until the stock reaches the price that was at the top of the expectations range at the time it was bought or 26 weeks from the date of purchase, which ever comes first, and sell the stock.
  
  
• Look for the next opportunity and repeat this process

The following table shows the Dow Jones stocks and their K.I.S.S. targets over 24 months (ended 1/27/00), compared with the results of buying and holding the same stocks over the same 2-year period.