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Professional Guidance For Astute Investors
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Look over the shoulder of a Chartered Financial Analyst with 40 years of investment experience as he manages a tax free stock portfolio. Stock market timing, asset allocation, purchases of attractive equities and a rational sell discipline are all utilized on a real time basis with the objective of consistently outperforming the S&P 500 Average using a diversified list of common stocks.
Our mission is to help our customers grow rich slowly by astutely investing in the US stock market.
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- THIS SITE IS FOR:
- Investors looking for professional guidance on intermediate and longer term stock market forecasts and trends.
- Investors who want excellent investment performance, but who also understand and respect risk.
- Investors who are, or want to become, unemotional, rational participants in the stock market.
- Investors who want to see how it is done in a real money, real time portfolio.
- THIS SITE IS NOT FOR:
- Those looking to double or triple their money in the next week or month.
- Those who believe in hypothetical models that coulda, shoulda, woulda outperformed.
- Wanna be day traders who think they are good enough to join the tiny fraction that actually makes money.
- People who already have advisors like their barber or the retired engineer down the street.
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INVESTMENT PHILOSOPHY
With regard to the overall stock market, we believe in allocating our assets anywhere from 0% to 100% invested in common stocks. Although these asset allocation guidelines do not typically change much from month to month, there are definitely times to take an aggressive posture. There were times in 1998 and 1999 when we were completely out of the market. While an unusual situation that probably occurs only once in a generation, bubbles need to be avoided when they do appear. Our long term asset allocation model is a proprietary combination of mainly technical factors.
In addition to our long term asset allocation model, we also have an intermediate term composite of proprietary technical indicators which we use to forecast the market on a two to six month basis.
Click here to view updated market timing chartsWe believe the market is basically efficient when looking at individual stocks. Although one could not tell it from professional investment management performance records, most professional investors are not stupid. They usually know what is happening within the companies which they are interested in. The problem is that all information that is known about any particular company is already priced into the current stock price. This is particularly true with big companies like IBM, GM, GE, etc. Therefore, although we have no restriction about buying big cap stocks, our screens tend to pick out smaller, less widely followed companies. In general, our screens tend to favor two characteristics: 1. Momentum, because when things are going well for a company, the extent of the improvement is often underestimated, and 2. Value, because risk is minimized when value is maximized.
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- PERFORMANCE RESULTS
Total Return - Since Inception 03/31/01
IRA +357.82%
SP500 +9.25%
Full Year 2009
. IRA +23.37%
. SP500 +26.46% - Last Month 01/10
- IRA -2.54%
- SP500 -3.70%
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Disclaimer - Past performance is no guarantee of future results. Interested parties should be aware of the risks associated with stock market investing and should not assume that future investment activity utilized here will be profitable. The principal of The Astute Investor owns the stocks mentioned on this web site and he may buy or sell these securities at any time with no previous notice. Copyright 2002-2007. All rights reserved.
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