ENR Performance
ENR offers FOUR portfolios to prospective investors with varying degrees of risk and return:
ENR Bullet Portfolio
The flagship portfolio since 1992 is the ENR Bullet Portfolio, which employs a global asset allocation investment strategy. This portfolio has suffered only two losing years since inception in 1992 and provides a conservative approach to global investing with no leverage and no margin.
FACT SHEET
ENR Precious Metals Portfolio
In 2005, ENR launched the ENR Precious Metals Portfolio investing in physical gold, silver and global mining shares. The strategy seeks to provide capital growth from a diversified portfolio of precious metals bullion ETFs or physical gold and silver bullion, and gold and silver mining shares.
FACT SHEET
ENR Best Ideas Portfolio
The ENR Best Ideas Portfolio is a low-cost investment portfolio available at most U.S. discount brokers and at private banks in Europe. It is the lowest-cost portfolio in the ENR product range.
FACT SHEET
ENR Permanent Strategy Portfolio
The ENR Permanent Strategy is an anti-dollar portfolio seeking to hedge the risks associated with dollar-based investments. Like the ENR Precious Metals Portfolio, the Permanent Strategy is structured to outpace U.S. inflation and the long-term decline of the American dollar.
FACT SHEET
Bear Market Performance
In 2000, the first global bear market since 1990, eleven out of twelve advisors from our universe earned net profits, thereby mitigating market risk and compounding client assets. The same occurred in 2001 with most of our advisors logging positive returns. In 2002, the worst calendar year for global equities since 1974, most of our advisors were once again profitable. Since 2000, ENR clients continue to compound assets in the worst environment for common stocks since 1973-1974.
The most successful asset class in bear markets and severe corrections since 1973 include reverse index mutual funds and managed futures funds. Below is a composite of long-term ENR Bullet Portfolio returns, including periods of market crises:
| Performance During Periods of Market Crisis | ENR Bullet | S&P 500 |
| % | % | |
| 2008 Credit Crisis | -4.74 | -38.50 |
| 2002 Bear Market | +4.94 | -22.10 |
| Third Quarter 2002 | +5.20 | -17.63 |
| Second Quarter 2002 | +6.54 | -13.73 |
| Third Quarter 2001 | +6.06 | -13.73 |
| Sept 2001 (9/11) | +2.74 | -8.17 |
| First Quarter 2001 | +9.27 | -12.12 |
| Asian Crisis (Oct 1/97 - Oct 31/07) |
+0.17 | -3.57 |
| Russian Crisis & Long-Term Capital Management Bailout (Aug 1/98 - Sep 30/98) |
+3.93 | -9.25 |
| 1990 (U.S. S&L Crisis, Gulf War) | +33.48 | -3.10 |
THE ENCLOSED DOCUMENTS SHOULD BE CAREFULLY REVIEWED BY PROSPECTIVE INVESTORS. THE FOLLOWING INFORMATION IS NOT AN OFFER TO PURCHASE OR SELL ANY SECURITIES. IT IS A PRESENTATION ONLY. REGISTERED AS AN INVESTMENT ADVISER WITH THE UNITED STATES SECURITIES AND EXCHANGE COMMISSION.






