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Cpc housing recovery fund powerpoint

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Cpc housing recovery fund powerpoint

  1. 1. Buy Real Estate or Housing Stocks? February – April 2012 w w w . c h a r t pr oph e t c a pi t a l . c om
  2. 2. Credentials  BBA Finance; BA History (summa cum laude)  Chartered Market Technician (CMT)  Chartered Financial Analyst (CFA) Candidate  MBTI Certification for Behavioral Analysis and Personality Evaluation  Series 7: Securities Representative  Series 66: Quantitative Methods  Series 86: Research Analyst Qualification  Life & Health Insurance LicenseTel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 2
  3. 3. Publicity Success  500,000+ article views on Seeking Alpha  Numerous Editor’s Picks, Most-Popular, Front Page articles  Opinion Leader on Gold, Precious Metals, Commodities, Options, Short Ideas, and Portfolio StrategyTel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 3
  4. 4. Media Exposure  TV spotlight appearances on CNN, ABC News and The Business News Network, BNN  Featured and quoted in:Tel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 4
  5. 5. Published BooksTel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 5
  6. 6. Established Themes • Our investments are based on big-picture themes and detailed analysisTel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 6
  7. 7. Why Housing Stocks Are Better  Most people attempting to profit from a housing recovery  Buy homes and real estate  Need time to search, more money for purchase, and maintenance  Increase risk of poor location or market downturn  Housing Recovery Fund  Requires considerably less time invested  Free of maintenance costs  Has potential for much higher returns  Offers enormously increased liquidity  Greatly reduces riskTel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 7
  8. 8. Housing Bubble: Recovery or Double-Dip?  Recovery  The crash in real estate from 2007-2009 brings opportunities  Fear and avoidance of the housing sector has created value  Stock market up 100 percent from 2009 bottom, while housing market still near its lows, down 30+ percent. Buying opportunity?  Double Dip  Is the worst behind us?  What happens to home prices if we enter another recession?  How can you protect the value of your home or real estate?Tel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 8
  9. 9. Housing Crash in PerspectiveTel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 9
  10. 10. Positives vs Negatives  Positive  Negative  Recovering job market  Huge inventory of foreclosed  Low mortgage rates homes  Highly-depreciated prices  Massive existing supply  Increased affordability  High unemployment  The Fed’s quantitative easing  High gas and food prices programs aimed at boosting  Difficulties in qualifying for a housing mortgage  Purchasing a home much more  Overall lack of confidence in the attractive at these levels housing market  Weak consumer So for those looking to bet on a housing recovery, what is the best way?Tel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 10
  11. 11. Housing Recovery Fund  Whom does this apply to?  Any real estate company  Any home buyer  Property owners  Investors looking for protection or diversification  Investors looking to profit from a housing recovery  How does the Housing Recovery Fund help?  Protect the value of property you own  Diversify your investing or retirement portfolio  Profit from a recovery or housing outperformanceTel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 11
  12. 12. Physical Real Estate vs Housing Stocks Option #1  Buying Physical Real Estate  Pros  It’s physical, tangible property  Potential income from rent  Cons  Large monetary outlays required  Non-liquid investment  Requires considerable input of time  Extra costs for maintenance, property tax, and insurance  Generally requires good credit  Selection, location, and house riskTel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 12
  13. 13. Physical Real Estate vs Housing Stocks Option #2  Investing in Homebuilder Stocks  Pros  Low investment minimum required  Highly-liquid investment  Requires a lot less time  No maintenance, property tax, or insurance costs  No credit barriers or approval necessary  Eliminates selection and location risk  Allows for diversification  Allows for protection and risk control  Potential for much greater returns  Cons  No rental income (but some dividends)  May not mirror actual home price changesTel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 13
  14. 14. Housing Stocks Have Much Greater PotentialTel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 14
  15. 15. Our Housing Basket  Investing in Homebuilders is a big opportunity  Limited risk  High liquidity  Little or minimal time investment  No extra costs  Diversification  Potential for exponentially higher returns  How to Play It  Chart Prophet LLC is currently managing private accounts and a “Housing Recovery Fund” that will create a basket of housing stocks from a select group of homebuilders, retailers, and housing-related companies.  We will then actively manage the fund in order to maximize profits from stock price fluctuations, and implement risk-protection through hedging and options strategies.Tel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 15
  16. 16. Competitive Advantages  Triple-Perspective Outlook®  Fundamental  Technical  Behavioral  Extensive and versatile investment mix  Proprietary programmed timing strategy  Pair trading  Stop-Loss Portfolio feature  We are prepared to profit during a falling marketTel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 16
  17. 17. Programmed Timing Strategy  Programmed Formula  Technicals (price, moving averages, relative strength)  Unusual activity (volume, money flows, momentum)  Behavioral triggers  Avoided Dot-Com Bubble (1999-2001) and Housing/Financial Meltdown (2007-2009)  Works on most stocks, commodities, markets  Both a timing tool and an investment-idea generatorTel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 17
  18. 18. Backtested Results  While the stock market underwent a “Lost Decade” of zero gains, our backtested strategy showed returns of between 599 and 915 percent, with over 80 percent winners and average annualized returns of over 50 percent.Tel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 18
  19. 19. Optimizing The Strategy  Confirm through Triple-Perspective analysis  Invest small portion initially  Manage Risk: buy near support/away from resistance  Allocate in accordance with market direction  Maintain “buy list” and scale positionsTel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 19
  20. 20. Team  Prime Broker  Administration  Banking  Legal  Accounting  Design  Retirement Accounts  Research Platforms  Research DistributionTel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 20
  21. 21. LegalTel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 21
  22. 22. Accounting / AuditTel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 22
  23. 23. Executive Management Yoni Jacobs, CMT Executive Director / Chief Investment Strategist Elliot Schubin Chief of Operations Sean Roos Chief Compliance Officer / Chief of Investor RelationsTel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 23
  24. 24. Investment Required  We are seeking $10 million for Q1 2012  We will invest the funds in:  Homebuilders  Retailers  Housing-related companies  We will protect and hedge with:  Options strategies  Pair trades  We have strategies we can’t shareTel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 24
  25. 25. Contact  Yoni Jacobs, Chief Investment Strategist  Sean Roos, Chief of Investor Relations (212)-222-3221 (516)-313-7065Tel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 25
  26. 26. Risk Considerations & Disclaimers  There is no assurance that a portfolio will achieve its investment objective. While the Investment Management Company will attempt to moderate these risks, there can be no assurance that its investment activities will be successful or that investors will not suffer losses. Portfolios are subject to market risk, which is the possibility that market values of securities owned by the portfolio will decline and that the value of portfolio interests may therefore be less than what was paid for them. Accordingly, you can lose money investing in this portfolio.  Please be aware that our portfolios may be subject to certain additional risks. Investment in our funds is therefore suitable for sophisticated investors who are able to bear the loss of a substantial portion or even all of the money invested.  Before investing, please consider the investment objectives, risks, and fees associated with the fund, including but not limited to those discussed herein.  This strategy profile does not constitute an offer or solicitation in any state or jurisdiction. Any further distribution or reproduction of this strategy profile, in whole or in part, or the divulgence of any of its contents, is prohibited.  Nothing in this Article should be construed as a solicitation or offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction. Chart Prophet LLC does not render or offer to render personalized investment advice or service through the Article. Chart Prophet LLC’s specific advice is given only within the context of our contractual agreements with each client. The Article is limited to the dissemination of general information about Chart Prophet LLC’s service offerings, and provides an alternative method for prospective clients to learn more about Chart Prophet LLC, and contact Chart Prophet LLC. Advice may only be rendered after the delivery of the partnership agreement.Tel 212.222.3221 w w w . c h a r t pr oph e t c a pi t a l . c om 26

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