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Latest Quarterly Report

January 7, 2021

 

REPORT FOR DECEMBER 31, 2020

IMS INCOMEIMS Income program gained 12.7% during the  year 2020 as measured by the Initial Account posted at the website www.imsadvisor.com. The gain compares to 6.3% gain for the FastTrack All High-Yield average, a difference of plus 6.4%.


IMS Income was fully invested in high-yield bond mutual funds on December 31. The symbols of the funds held were SHOAX, TAHYX, WHIAX, FHYTX, and PHIAX.

IMS GROWTH.  IMS Growth gained 21.7% during the year 2020 as measured by the Initial Account posted at the website www.imsadvisor.com.  The gain compares to a 16.3% gain for the S&P 500 Stock Index, a difference of plus 5.4%.

The defensive money market position of IMS Growth was 10% on December 31. The gain compares to 6.3% gain for the FastTrack All High-Yield average, a difference of plus 6.4%.

PERFORMANCE.

The sudden decline in all markets early in the Spring due to COVID 19 turned out to be good fortune for IMS Investors.  Our defensive parameters helped to cushion the decline, and then our programs directed us to re-enter the markets in time to enjoy significant gains in both programs for the remainder of the year. 

The IMS Income gain of 12.7% in 2020 continues to validate the program as one of the premier defensive investments available.  Low interest rates during the past five years have been difficult environment for conservative investors.  IMS Income has excelled by averaging 6.8% during this period compared to 2.6% for short-term bonds, 2.0% for CDs, and 0.9% for the money market.