About Re: U.S. Equity Portfolio Management Outsourcing to GAMG
Thank you for reading my message.
I think I can give you around 10% “per year excess return” with less risk on top of your current Mid Cap returns, 3% “per year excess return” on large cap U.S. equity portfolios. Why?
Because I have done it, here: http://gamgllc.com/page/gamg-mid-cap-morningstar-evaluation/
I picked these 46 mid cap stocks on 4-9-2009, equal weighted and rebalanced them quarterly without replacing any one of them. This group of stocks was up 47% last year alone with a five year compounded annual return of 27.94% and total return since inception of 242.80%.
Can you please give m