Portfolio Management

How Do I Make It Happen?

How do you make this happen?  We have 40 candidates to go into 10 “slots” (that we call “positions”).   The portfolio is 100% invested, always.  This is not an attempt to figure out whether to “be in the market” or “be out of the market”.  The positions in the inventory are reranked for relative strength every 30 days.  And a new portfolio for the month is created.  The thing that has stymied investors to date is “how do I pick those eight?”  This is the secret sauce of the investment described.  Suffice it to say, it can be done.

The portfolio performance speaks for itself.
The basic “rule” applied is, “the trend of the stock market is your friend”.  It is no more complicated than that.

Get in Touch

Please use the following form to write us a message