How can you beat the market if you think like everyone else?
I create and manage three year Value Momentum
The intent is to 'take a stand' on holding them for three years while replacing under performers, then rebalancing the entire portfolio as often as quarterly to reduce risk. We also take a stand on market volatility by using the 200 day moving average as our 'Stop of Last resort'.
Why does this work? Because we have 27 years of market experience, including five years of actually running this very program literally with millions of dollars. And we tested it over 300 times using Standardized unemotional fixed measurements (this gives you something to hold on to through the ups and downs of the market while you wait 3 years).
So, with all the hoopla and irrational exuberance that comes with being in the market, There is only one question you have to ask yourself...Do you feel...you can make a three year investment in a
Does AUM really predict better future returns? If Buffett left everything and started a new fund, (with no AUM), do you think people would hire him anyway? "Ah, no Mr. Buffett, I'm sorry, you just don't have enough AUM."
There are numerous overlooked portfolio experts that currently have low AUM but which decision makers avoid leaving huge amounts of profits on the table. Many institutions agree: The minimum AUM argument is used to keep people out of the business at the expense of their investors.
There are only two reasons for this. They either have a relatively low IQ combined with a toxic ego or they are just plain lazy, those who use AUM to cover their rear and hense, making themselves unreliable customers. There is a good side to this and that is, if the distance between them and us is increasing, then that is a good thing.
So then, here is a product that is not dependent on how much is 'in it', but rather how much liquidity it is 'going into'.
Did you know that a portfolio of 40 large cap stocks has a total capitalization of around $1.7 Trillion? How much money do you think you can move into a pool of $1.7 Trillion without creating ripples? 1%? That would be $17 Billion. 100 times less than $1.7 T or 0.01% would be $170 Million.
A pool of $1.7 Trillion in equities could care less if $170 Million or $17 Billion moved in or out of it because $1.7 Trillion in large cap stocks has a lot of liquidity. So let us now create an institutional portfolio using $170 Million and the two paragraphs below.
Divide $170 Million by 40 S&P 500 large cap stocks and you have $4,250,000 per equal weighted position. Once bought, hold each stock as long as it stays above its 200 day moving average. Sell if it goes below its 200 day moving average.
If you can understand the basic foundation of this product, then all that is left is to decide how much liquidity the investment needs, not how much in assets the 'product' has.
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The right hand column has 100 reasons (or portfolios) why you should take an interest in this managed U.S. listed equity portfolio. If you see no reasons out of the 100 then that is a really good thing because it means you don't belong in stocks.
Every one of these portfolios was created on the date next to it. Then each one was left to grow passively without being 'managed'. Notice that the performance increases with time. We actually created 300 of these which are too many to list here.
The objective here is not to 'sell' this product but rather to create enough interest that you actually try to understand it. Only then will you know if it will work for your purposes. And that is why you need to arrange a short call with the manager, preferably by emailing a number where you can be reached.
This U.S. Listed Equity Portfolio is a value momentum, 100% U.S. listed stock portfolio that includes concepts from some of the greatest minds on wall street like Buffet (earnings consistency and ROE), Templeton (diversify globally in high earning companies), Munger (the market always returns to the mean) and former $30 billion pension equity manager Bill Hay (after seeing what worked and what didn't work with 12 independent equity managers at the state, equal weighting and rebalancing offers the most logical equity management style for public equity funds).
Consider the following concept: If Buffett can allocate $40 billion 'unequally' into 40 U.S. listed stocks, then does it make sense that you can allocate a lesser amount 'equally' into 40 U.S. listed stocks, and do it with less risk? Yes.
The program works best with a minimum of $10 million because we divide the portfolio into 40 equal positions or $250,000 per position. Foreign exposure comes from ADR's that trade on US exchanges.
This programs equity portfolio manager, Peter Lundstedt, traded institutional style equity portfolios under a post $30 billion equity portfolio manager for five years "BEFORE" building over 300 successful U.S. Listed Equity Model Portfolios. Hence, the probability of success with this program is higher.
We can show you how each stock you hold ranks fundamentally and technically and then position new institutional equity portfolios by holding only the highest ranked issues in a broadly diversified equal weighted portfolio while being client specific.
We use a number of measurements that reflect a stocks’ strength on a fundamental level first and then on a technical level. The stocks we choose are of companies that rank in the top 15% on all levels as measured by leading financial information providers and represent the financial health and overall demand by stock buyers.
Imagine ranking all 500 stocks in the S&P 500 index and then creating a portfolio of 40 S&P 500 stocks with the highest rank. If you need a sector or industry specific stock portfolio, we can grade and create portfolios of the highest ranked
Here's how we do it:
There are about 10,000 U.S. stocks. But first, imagine giving 10,000 people an IQ test. Plotting the scores on a graph would produce a bell shaped curve. Most of the scores would congregate in the middle of the graph with Low IQ scores on the left and High IQ scores right.
Now imagine grading each stock in the S&P 500 (or S&P 400 or Health Sector or Russell 2000 Index, etc.). Using Standardized unemotional fixed measurements (which gives you something to hold on to through the ups and downs while you wait 3 years), you then plot their scores. 'All' of our stocks will be on the right or high grade side of our "Company Fundamental IQ Curve".
We will only buy stocks above their 200-Day Moving Average (and sell below) that have high fundamental IQ scores. Our stock screening process is based in part on a proprietary system as well as statistical information produced by leading financial information provider’s stock screening process. We look for Fundamental Data Rating, Earnings Per Share (EPS) Rating, Sales, Profit Margins, ROE Ratings, Moving Averages and more.
To have an outside manager help you with your brokerage portfolio, such as this one, you need only complete the limited trading authorization form, required to place the manager on your account, and a new account form for the manager, which is also sent to the clients' custodial brokerage firm.
Firm - The firm is a sole proprietorship entity which collaborates with outside resources to provide Equity Portfolio results. The manager previously rose over $40 million for one product and helped manage over $225 million before becoming a fee only equity manager.
Support
GAMG has the support of hundreds of employees, depending on which custodian you are using. Having worked inside brokerage custodians for over 20 years, we have the knowledge to move around comfortably to get your job done.
If you can already see the extraordinary value in this process then email or call. I would be glad to explain how you will make more money using this strategy with less risk, in my opinion of course.
If intrigued, then call : Tel: U.S. + 00 1-203-622-1305
Best regards
Peter Lundstedt
U.S. Stock and ADR Portfolio Sub-Adviser
Email the equity manager here: Portfolio Manager
For more insight into how we think visit: Slideshare.net/plund
Opening an Account:
See 100 U.S. Equity Model Portfolios Live
Please note: Model or Hypothetical performance results have many inherent limitations, some of which are described below. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. Past performance is not necessarily indicative of future results. Not FDIC Insured No Bank Guarantees May Lose or Gain Value with inevitable market volatility. All stocks gain and lose value within economic cycles. For Institutional and Accredited Investors Only.