Minding Your Percents 31dec13

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StockTakers Risk Price helps small investors, because we can

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Minding Your Percents 31dec13

  1. 1. “ Minding Your Percents, 31 December, 2013, Update What investors expect of bankers and financial industry investment products is a way to secure the value of their earned savings while growing their wealth. The circularity of ‘investment talk’ one gets from fund managers and advisors who have sold you their “goods” and taken your money to ‘safely invest’ is like what Alice gets in Wonderland. “Somebody said,” Alice whispered, “that it’s done by everybody minding their own business!” “Ah well! It means much the same thing,” said the Duchess, “and the moral of that is ‘Take care of the percents and the pounds will take care of themselves.’” “Thinking again? The Duchess asked. “I’ve a right to think,” said Alice. “Just as much right,” said the Duchess, “as pigs have to fly.” Pretty much, they have taken it all before your need arises. “Alice, meet Dr. Artful Dodger.” Their business self interest is not your self interest. That is their business. The Lock Stock and Barrel of that is none of your business, it is theirs. You are just a shareholder, policy holder or a mutual fund patron donating your money to their use, too often abuse. Alice, the old adage remains, “You have to make your own bacon.” As a small investor you cannot expect your profit from financial industry using your savings, Your wealth will not be flying but wormed windfall. In reality ‘financial products’ they sell are not intended to work for you. Fees plus inflation they never overcome. Your wealth will be eroded. They take those fees but down their rabbit hole your cash goes. They have delusions but not maps or compass to beat inflation for you. You must obtain a real return higher than inflation which in our present 42 year productive adult lifetimes has averaged 4.42%, plus their average fee of 2% plus MERs (Management Expense Ratios) of 2% charged on top of that 4.42% inflation rate. They need to obtain 8.62% every year to maintain the value of your money entrusted them. That rate of gain they have never done. They lack proof of promised ‘expertise’ clients seek to pay for. Minding your own percents? Yeah, that we have proven works. From 2000 through 2012 average 26.53% obtained on the DOWs. Partitions of market equities by Risk Price in our theory and methods, logically correct and mathematically proven, have scientifically proven consequences. We aid small investors restoring portfolio financial vigour, because we can. We share some of our proprietary information. Our methods based in new theory of the firm are proven in real markets. ABCs NYSE @24 mos There were no $topLoss sales of firms in the portfolio this year so far. It continues retaining 8 of its 31dec2011 original 13 firms; having returned 53.71%. Two of three are still gaining in value after Page 1 of 4 January 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions.
  2. 2. “ Minding Your Percents, 31 December, 2013, Update 24 months. Even those kicked aside by stoploss to defend the capital have still gained, just far less, 14.73% (those laggards ditched on stoploss matched the HFRI1 over 2012 and 2013). Gain of 53.71% or 15% is not a complicated choice. More is more, near four times more in fact, as proven. NYSE Solo 50K @ 12 mos The NYSE made a vigorous rise of 27.58% in 2013. Firms are keeping their cash ready at unusually high levels well poised to advance on renewed consumer demand. Some firms’ C-suites are seeking M&As to consolidate new opportunity; or, enriching themselves at this ‘manna’ opportunity while most are waiting for consumers to show-up instead of generating new demand by capitalizing innovation. With the nervousness that QE might stop the cash train to balance sheets (few media look, lately, for rationale) there was high volatility in markets as media gossips roiled fear much of the year. All but one of the stoploss triggered laggards in this portfolio rebounded. Collaring with put/call options would have profitably kept the worthy, but we are relying on just $topLoss provisions in these TaxCharityTM demonstrations. Fortunately, their replacements have done marginally better by 3.18% as 5 of those 6 brought in gains. A new round of gossip mongering will surely cart-wheel stock prices again but our $topLoss provisions held the defence of investor capital in this portfolio, by acting risk averse. NYSE Value 17K @ 12 mos The QE gossip ructions of newspeak knocked down the volatility margins we set for StopLoss for defending investor capital. Being risk averse the $topLoss settings kicke-out on 10 of the original 15, but all those 10 recovered to post a 38.63% gain. It has been a vibrant year of Quantitative Eating. Usually 1 of 3 will drop below Risk Price. None did drop below the Risk Price in this portfolio. However the replacements still gained even more to obtain a yield of 44.34%. In this case that fresh crop of “likeables” providing replacements have made an absolutely 5.71% better gain, a 14.7% more beneficial return. Our $topLoss settings make a practical case for the small investor using our Risk Price defined “likeables” for risk averse defence of capital. NYSE BookBuilderTM @ 12 mos Page 2 of 4 January 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions.
  3. 3. “ Minding Your Percents, 31 December, 2013, Update The NYSE has gained 27.58% in 2013. This portfolio selected by arbitrary filter of the lowest cost suiting tax shelter limits an outlier in terms gained tripled that return. Small investor independence from conventions is substantially rewarded by our charity with our proprietary Risk Price data. More exotic higher returns we obtain by our aggressively using margin account for options to pick the wallets of those hedge fund gamblers rolling dice with their client’s cash. Their models make no sense as we have shown. Our model for this is shown in the TSX which market from September 2012 to August 2013 gained a useful 5.40% many saw as Hangdog2 performance. The “likeables” of the ABCs using $topLoss gained a much more useful 26.07% for small investors in that interval. Using options on a leveraged margin account our “Perpetual Bond” return was 75% milked from the hedgedogs who tell you they know what they are doing. We have shown their claims lack effect, no more than 1.03:1.0, they are coin-tossers. Contra their hyperbole we offer proof, positive. That demonstration was in the TSX which faired better in 2013 but gained only 9.6%. More is more. Such results because we can. We apply our new science as open TaxCharityTM demonstrates ABCs TSX @ 24 mos The ABCs as arbitrary portion of our TSX ‘Perpetual Bond’ portfolio gained 56.73% over two years but made a leisurely gain ahead of the market this year, bettering that market performance by 15%, but more is more. That is tending to our usual average of 26% per annum. In Q2- 2012 this portfolio briefly went negative and rebounded ahead of the market through Q3-2012. The higher than normal volatility of the summer kicked-out a further 3 of the original ‘likeables’ on $topLoss leaving 1 of 3 still gaining in the TSX which has only risen 11.44% since 31dec2011. TSX Value 22.5K The TSX declined -2.17% by Q3 this year. Ructious market gossip crashed the $topLoss provisions we set for 13 of the 21 firms in the portfolio. The non-mining equities rebounded but we had moved on. Risk aversion by StopLoss cut those, but replacements by newly emerged “likeables” carried the portfolio to 28.21%, recovering treble the gains of this market in the last half 2013. TSX BookBuilderTM @ 12 mos Page 3 of 4 January 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions.
  4. 4. “ Minding Your Percents, 31 December, 2013, Update As the TSX gained 9.6% this portfolio trebled the gain. This charity with our information supports small investor independence. We can help small investors restore portfolio financial vigour and future, because we can. We call the firms selected by our methods "likeables" because investors behaviour shows decided tendency to price them up. Our “likeables” market partitions were used to arbitrarily select ABCs and the various Tax CharityTM portfolios by arbitrary filter of the lowest cost suiting annual tax shelter limit available to small investors. These results we obtain are routine. In 2009 to 2011 our partition of the DOWs earned 16% per annum as industry managers lost 25 to 40% of their client capital. From 2000 through 2012 the average 26.53% obtained on the DOWs. Partitions of markets by our theory and methods, logically correct and mathematically proven, have scientifically proven consequences. Clear, concise and consistent. The equities we hold are “likeables” tending to gain 67% of the time. We do not make stock prices but can reasonably respond to stock price tendencies, by our knowing the price of risk, the downside, and buying and holding accordingly. That is new fundamentals from our new theory of the firm. Know What You Have. Have What You Know Our view is risk averse. Of course we require a 2&20 fee for doing that. Mail us for our help. Hans Goetze, Architypes Inc. architypes@gmail.com and StockTakers Limited hg.stocktaker@gmail.com Head Office 76 Midridge Close SE Calgary, AB T2X 1G1 1 2 351 Chemin Boulanger Sutton, PQ J0E 2K0 450 538-1270 https://www.hedgefundresearch.com/mon_register/index.php?fuse=login&hi http://riskwerk.com/2013/08/10/the-sp-tsx-hangdog-market-3/ Page 4 of 4 January 2014 © Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited. The author does not provide investment advice. In order to use reproduce or convey the material herein, in any way, written agreement must be obtained from the author or its agent Architypes Inc. StockTakers Limited is an Alberta corporation providing information on “likeables” equities. StockTakers Limited encourages your seeking tax law advisor for capital gains tax dispositions.

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