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HIP 100 Portfolio Results (After Fees) Since Inception

August 2, 2010
Index Net-of-Fees Results As Of
HIP 100 + 13.41% 7/31/10
S&P  100 +  9.37% 7/31/10
Net results after fees  as of 7/31/10, since HIP 100 inception date of 7/30/09.
Actual net-of-fees results since inception of the HIP 100 Portfolio and the S&P 100 indexed portfolio.  Percentages include reinvested dividends and stock splits, and each deducts fees and trading costs quarterly based on a $100,000 beginning balance at the inception date. Past results are not indicative of future performance.

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  • [In The News] HIP Commentary: Cleantech Innovators Exist In S&P 500

    July 15, 2009

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    HIP Commentary in Sustainable Industries

    “Cleantech Grows In the Investor Community”

    Where are the opportunities for an investor seeking “clean-tech” innovations? They may already be in an investor’s portfolio today – including GE, Honeywell, and Caterpillar.   These and other S&P 500 companies are generating top-line revenue from products that are more efficient in energy, water and waste.   Many of these products are also profitable, generating shareholder value.

    Read HIP CEO R. Paul Herman’s commentary in Sustainable Industries magazine and learn how S&P 500 companies are becoming more HIP (Human Impact + Profit) and portfolio choices for investors.

    CLICK HERE TO READ THE FEATURE

    Is Big Oil HIP Enough for Your Portfolio?

    February 17, 2008

    Is Big Oil HIP Enough for Your Portfolio?

    The top 30 energy companies are worth 6% of all global stock-market value, and the top 10 by revenue equal $1.8 trillion in shareholder value. But what share of Big Oil’s products deliver positive human, social or environmental benefit? Who are the leaders and the laggards? Find out more at www.fastcompany.com to see which energy stocks should be in your portfolio (and where you should fill up your tank).

    Learn more >

    View more news items >

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