Have A Slice

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Page 1 of 4 December 2015 © 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.
Man Bites Man! Have a Slice?
We see so many poring through the posted history of our charitable portfolios trying to see why and
how we are achieving such significant gains, tending to 26% IRR pa. Our new theory of the firm1
we use to digest balance sheets of all firms in any market, to partition on the basis of those
‘likeables’ equities trading above our proprietary Risk Price analysis. We know Risk Price is
proven. We have proven2
our method works in all markets. Our charitable portfolios exposure is
soft sell in straight talk so you can invest and buy an income for the long term with confidence.
From that (B) partition we take just a slice for these smaller charitable portfolio samples with
reasonable assurance we have they will have the tendency we observed of the whole. That assertion
we have tested as well, as you are all witness, confirming the slice is not the same as the whole.
However, the consistency of that expected tendency profoundly remains.
The ‘filter’ we use, alphabet, periodic newly arriving ‘likeables’, medium or small savings can be
arbitrary, is secondary assumption we have had the bald confidence to assume. On the whole
though the (B) partition heterogeneity is real, the overall behaviour of the (B) partition we find
holds true for these ‘slices’ of it. Our Risk Price model method back tested the NYSE, NASDAQ,
S&P and TSX to arrive at that demonstrated behaviour. The results of those assumptions are a
matter of record we have posted demonstrating the reasonable expectation tending to 26% IRR
from 2000 to 20123
while earlier results 2000 to 2008 had yielded 29% on the DOWS.
We also have shown by using ‘collaring options’ as a ‘filter’ on the ‘likeables’ (B) partition in the
flat ‘Hangdog TSX’ of 2012 to 2013 as strategy for using our data took the bets of option players
gambling on the cache of others money, to realize a 75% gain as IRR pa4
. There are many potential
ways market behaviour to our Risk Price ‘likeables’ can guide investment.
We seek ways to use what we have learned. What we now know fund managers at
pension funds both public and private did not want to listen5
. Our new theory of the
firm means they have to acknowledge all they had been taught, as supports their job
descriptions for 7 figured salaries, be abandoned because all of it really just did not
work much better than a coin-toss, as many suspected, but had nothing else. Who
gives up 7 figure careers selling gamey risks they do not and cannot understand?
Fund manager jobs still cannot cross ‘Kuhnian’6
scientific evidentiary thresholds.
Our public portfolios, ABC-Zs, SOLO-50K-BSTTM
, TaxCharityTM
, and BookBuilderTM
are each ‘A
Slice’ taken from our entire ‘likeables’ partition of any market. Each is within its timeframe the
market decides and absorbs the troughs. Where our model partitions the whole of these markets into
(B) or (N) for the long term, short term results will differ. So will results differ for slices of the
"for the value of money is also perishable." Jean-Baptiste Say , 1803
“Take some more tea,” the March Hare said to Alice very earnestly.
“I’ve had nothing yet,” Alice replied in an offended tone: “so I ca’n’t take more.”
“You mean you ca’n’t take less,” said the Hatter: “it’s very easy to take more than nothing.”
Pretty much, they have taken it all before you arrived. “Alice, meet Dr. Artful Dodger.”

“
market (B) partition in each of these public portfolios? Each of these slices was intentionally
selected without conventional methods. Slice results differ slightly from the whole (B) partition.
The ABC-Zs we started four years ago are a completely arbitrary slice, showing none of the ‘usual
suspect’ strategies of convention7
: Modern Portfolio Theory (MPT), Momentum, Mean Reversion,
Martingales, or Model Value fundamentals of fugitive price ratios whether long or short. We used
just our Risk Price driven (B) partition confidently, and applied arbitrary filter of playing ‘alphabet
soup’ with all the naiveté of Shirley Temple singing for her supper.
In the ABC-Zs portfolios8
there have been some 30 ‘likeables’ from
hundreds available in the (B) partition at any time. From just four years run
of the ‘usual’ Seven Year Itch’ bull markets run to bears, these ABC-Zs
have shown a lot of leg for quite a run, yielding gain of 138.38 % for 24.8%
IRR on the TSX; and, gain of 85.20% for 17.04% IRR pa on the NYSE.
To those whistling Wolves of Wall Street or Bay Street we have shown no
mercy, and we are inclined to not show any, for we know with good reason
their foolish gambles are despoiling their clients’ cache of funds from
pensions to insurance. Those emperors are undressed. Their conventions are
shown for deceits and conceits and nothing more. Their investment schemes
are mis-appropriations of science for sales of their risk to all public and
private purses, when they should know better, but do not, or will not.
The Solo-50K-BlackSwanTradingTM
portfolio9
started for the self-employed was initially drawn
from just the new crop of ‘likeables’ rising into the (B) partition in December 2012. Some rising
into the (B) partition are there for months and some for years. The SOLO-50K-BSTTM
has been
very robust through 3 years during which interval near a third markets were negative and volatile,
yielding 91.9% gain, for 24.5% IRR pa. Again those wolves howling of volatility risk are
whimpering to our Red Riding Hood taking their bets from their use of your lunch money.
The slices we have provided for public consideration in TaxCharityTM
and BookBuilderTM
are each
slender parts of the (B) partition driven by our Risk Price analysis of balance sheets. Our charity
aims at giving the small investor the opportunity of managing their own cache suiting slender
savings to deny the ‘usual’ financial industrial wolves from tearing down their homey nest eggs. All
the RRSP, IRA ETFs, and other ESPs sold by the financial industry have raided those nests before
and continue remorselessly for their taking fees. No interest for you.
Through some rough and negative markets the results have been more varied in the lowest-price
point portfolio10
, ranging from 25.1% to 14.4% IRR on the NYSE, and on the TSX 36 month gain
of 37.88% for 11.3% IRR or 27 months gain of 24.62% for 10.28% IRR pa on the TSX. Any of
these is better than yet another teary monthly statement from Wall Street or Bay. The past 14
months were a very bumpy start but we know the worst is over for the long term BookBuilderTM
as
both are ahead of their respective markets’ performances over that short term.
For the larger cache of the TaxCharityTM
portfolios11
small investor savers following our charitable
public posting of our proprietary work the gains are, 44.46% on 35.5 months, for 13.23% IRR pa;

“
Page 3 of 4 December 2015 © Copyright
The author does not provide investment advice. In order to use reproduce or convey the
in any way, written agreement must b
StockTakers Limited is an Alberta corporation p
StockTakers Limited encourages your seeking tax law advisor for capital gains tax
and, 26 month 48.27% gain for 19.94% IRR pa
28.49% gain (despite more than a third of the interval the TSX
and, for 26 months (despite more than half of
gain, for 5.03% IRR pa.
All the results as in charity we have openly shown for all to follow
anything financial industry convention has earned for anyone.
hedge funds have been losing their clients
billions as
still negative, after a five year record of just
3.13% pa, less than half of fees
Backend fees will help them sub
leases as they hand
for those few employees they can afford to keep
on the phones
putting better
glasses for oysters at the bar
We have run all these sample portfolios in
markets indeed to prove our point
done this, Because We Know We
industry boiler pitches of ‘Artful Dodgers’ accustomed to easing your cache into their purses.
As we all pause, in each of our own business of trading an
winter solstice and New Year events hon
best for this season of giving. Yo
Enjoy our charity as we continue to find accredited investors
driven investing through our offering the
earn investment income for them
This we show proof positive, in our public
Know What You Have. Have What You Know
Hans Goetze,
Architypes Inc and StockTakers Limited
architypes@gmail.com
Head Office
76 Midridge Close SE
Calgary, AB
T2X 1G1
© Copyright StockTakers Limited, All Rights Reserved. Copying Prohibited.
written agreement must be obtained from the author or its agent Architypes Inc.
for 19.94% IRR pa on NYSE. On TSX you have 36.5 months
(despite more than a third of the interval the TSX was negative), for
and, for 26 months (despite more than half of that interval the TSX was negative)
we have openly shown for all to follow are exceptionally in advance of
convention has earned for anyone. Well, except for their
hedge funds have been losing their clients by the
billions as HFRI reports their aggregate YTD12
is
still negative, after a five year record of just
, less than half of fees they have taken.
Backend fees will help them sub-let on their
leases as they hand-out chocolate dollar bonuses
for those few employees they can afford to keep
on the phones, supposing those will not search for
better Blanc de Noir bubbles in their
for oysters at the bar in the New Year.
all these sample portfolios in public charity as useful slices of our (B) partitions
to prove our point. Our propriety Risk Price is the metric investor
Know We Can. This is our soft sell to accredited investors used to financial
of ‘Artful Dodgers’ accustomed to easing your cache into their purses.
in each of our own business of trading and negotiating our way, for celebrating the
and New Year events honouring our family and their aspirations, we wish you the
ou have our gifts.
Enjoy our charity as we continue to find accredited investors to enjoy our method of
investing through our offering them option to Buy A Slice of StockTakers 12% Bond
m. Leave that work to us. Because We Can.
proof positive, in our public portfolios ‘slices’ continued gain in open display
Have What You Know
Architypes Inc and StockTakers Limited
7 Balsam Avenue
Toronto, ON
M4E 3B3
351 Chemin Boulanger
Sutton, PQ
J0E 2K0
450 538-1270
36.5 months obtaining
, for 10.89% IRR pa;
interval the TSX was negative) obtaining 11.22%
are exceptionally in advance of
Well, except for their fees taken. The
as useful slices of our (B) partitions of
is the metric investors need. We have
investors used to financial
of ‘Artful Dodgers’ accustomed to easing your cache into their purses.
d negotiating our way, for celebrating the
ouring our family and their aspirations, we wish you the
o enjoy our method of Risk Price
StockTakers 12% Bond13
to
in open display.
351 Chemin Boulanger

“
1
http://riskwerk.com/2012/08/26/the-price-of-risk/
2
http://www.slideshare.net/HansGoetze/running-markets-without-walras-and-schumpeter
3
http://www.slideshare.net/HansGoetze/running-to-win-in-all-equities-markets-edjul2011
4
http://riskwerk.com/2013/08/10/the-sp-tsx-hangdog-market-3/
5
http://www.slideshare.net/HansGoetze/sisyphus-is-not-myth-2
6
https://en.wikipedia.org/wiki/The_Structure_of_Scientific_Revolutions
7
http://www.slideshare.net/HansGoetze/four-horses-of-portfolio-apocollapse
8
http://www.slideshare.net/HansGoetze/abczs-of-taxcharitytm30nov15
9
http://www.slideshare.net/HansGoetze/blackswantradingtm-22nov15
10
http://www.slideshare.net/HansGoetze/bookbuildertm-30nov15
11
http://www.slideshare.net/HansGoetze/taxcharitytm-15nov2015
12
https://www.hedgefundresearch.com/mon_register/index.php?fuse=login&hi
13
http://www.slideshare.net/HansGoetze/stocktakers-12-bond

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