This document describes a portfolio called WHYNOTtsxBUBBY Tax Charity that selects undervalued equities, or "likeables", using a metric called Risk Price. It provides updates on the portfolio's performance over three months, showing consistent gains above 8% despite volatility in broader markets. The portfolio aims to help small investors grow their savings in a low-risk manner, unlike conventional financial managers who take high fees with little return. Details are given on current holdings and their purchase prices to demonstrate the open and testable nature of the strategy.
The document discusses separating stock markets into two portfolios: the "Grail portfolio" which tends not to lose value, and the "Goat portfolio" which tends not to gain value. It provides an example of a Grail portfolio created using stocks from the Dow Jones Industrial Average between 2000-2008 that started at zero value and increased to $11.6 million, outperforming the Dow which lost value over the same period. The document argues this demonstrates the existence of portfolios that provide high returns with near-zero risk, and that its methodology can be used to create investment products guaranteeing capital safety and returns.
Dulcid mooing herd this month for 17-20% pa.
StockTakers BlackSwanTrading-Solo 50K TM allows small investors to grow their own wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves with our 'likeables'.
Because You Can.
Accredited Investors Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
StockTakers BookBuilderTM bromide for the havoc helps small investors grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
StockTakers Hark, FESTIVUS mooing herds 14.44-18.50% pa.
BlackSwanTrading-Solo 50K TM helps small investors grow their own wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves with our 'likeables'.
Because You Can.
Accredited Investors Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Mooing slowly @ 15.21% pa.
StockTakers TaxCharityTM lets small investors grow their wealth with our Risk Price driven 'likeables'. .
Enjoy another slice of our Risk Price method to earn self-directed investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
This document provides a summary of the performance of various equity portfolios from 2011-2016, referred to as "ABCs to Zs Portfolios". It discusses how these portfolios, composed of "likeables" stocks identified by the author, have significantly outperformed benchmarks like hedge funds and achieved average annual returns of 17.99% for the TSX portfolio. It encourages readers to consider investing more in these portfolios given the large amounts of cash reserves that have been accumulated from the strong returns.
StockTakers BookBuilderTM bromide for the havoc helps small investors grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
This document describes a portfolio called WHYNOTtsxBUBBY Tax Charity that selects undervalued equities, or "likeables", using a metric called Risk Price. It provides updates on the portfolio's performance over three months, showing consistent gains above 8% despite volatility in broader markets. The portfolio aims to help small investors grow their savings in a low-risk manner, unlike conventional financial managers who take high fees with little return. Details are given on current holdings and their purchase prices to demonstrate the open and testable nature of the strategy.
The document discusses separating stock markets into two portfolios: the "Grail portfolio" which tends not to lose value, and the "Goat portfolio" which tends not to gain value. It provides an example of a Grail portfolio created using stocks from the Dow Jones Industrial Average between 2000-2008 that started at zero value and increased to $11.6 million, outperforming the Dow which lost value over the same period. The document argues this demonstrates the existence of portfolios that provide high returns with near-zero risk, and that its methodology can be used to create investment products guaranteeing capital safety and returns.
Dulcid mooing herd this month for 17-20% pa.
StockTakers BlackSwanTrading-Solo 50K TM allows small investors to grow their own wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves with our 'likeables'.
Because You Can.
Accredited Investors Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
StockTakers BookBuilderTM bromide for the havoc helps small investors grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
StockTakers Hark, FESTIVUS mooing herds 14.44-18.50% pa.
BlackSwanTrading-Solo 50K TM helps small investors grow their own wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves with our 'likeables'.
Because You Can.
Accredited Investors Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Mooing slowly @ 15.21% pa.
StockTakers TaxCharityTM lets small investors grow their wealth with our Risk Price driven 'likeables'. .
Enjoy another slice of our Risk Price method to earn self-directed investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
This document provides a summary of the performance of various equity portfolios from 2011-2016, referred to as "ABCs to Zs Portfolios". It discusses how these portfolios, composed of "likeables" stocks identified by the author, have significantly outperformed benchmarks like hedge funds and achieved average annual returns of 17.99% for the TSX portfolio. It encourages readers to consider investing more in these portfolios given the large amounts of cash reserves that have been accumulated from the strong returns.
StockTakers BookBuilderTM bromide for the havoc helps small investors grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Contented mooing 9.12% from those Newbies.
StockTakers UUOOPPsiesTM gives small investors means to grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
This document provides a summary of various equities portfolios over a period of time, analyzing their performance and gains. It discusses two portfolios in particular - BlackSwanTradingTM and BlackSwanSleepingTM - which achieved gains of over 100% using a strategy of only investing in "likeables" stocks that rose above a defined risk price threshold. The document also comments on broader market trends and the performance of conventional investment strategies over this period.
Mooing slowly @ 15.87% pa.
StockTakers TaxCharityTM lets small investors grow their wealth with our Risk Price driven 'likeables'. .
Enjoy another slice of our Risk Price method to earn self-directed investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
StockTakers 16% p.a. bromide for the morning after.
StockTakers BookBuilderTM helps small investors grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Lovely mooing herd for 14.54-19.56% pa.
StockTakers BlackSwanTrading-Solo 50K TM allows small investors to grow their own wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves with our 'likeables'.
Because You Can.
Accredited Investors Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Mooing slowly @ 18.96% pa.
StockTakers TaxCharityTM lets small investors grow their wealth with our Risk Price driven 'likeables'. .
Enjoy another slice of our Risk Price method to earn self-directed investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Nice market mooing for 6.03 to 17.78% p.a. StockTaker helps small investors grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
StockTakers 18% p.a. bromide for the morning after.
StockTakers BookBuilderTM helps small investors grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Lovely mooing herd for 14.6-18.9% pa.
StockTakers BlackSwanTrading-Solo 50K TM allows small investors to grow their own wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves with our 'likeables'.
Because You Can.
Accredited Investors Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Mooing slowly @ 3.63 to 14.56% pa.
StockTakers TaxCharityTM lets small investors grow their wealth with our Risk Price driven 'likeables'. .
Enjoy another slice of our Risk Price method to earn self-directed investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
This document discusses stock market analysis and investment strategies. It summarizes the performance of various "likeables" stock portfolios from 2011-2016, which have significantly outperformed conventional funds and earned returns of 18-26% annually. Specific stocks are listed for the ABCs portfolio from 2011 on the TSX and NYSE that have gained 123.58% over 57 months. The strategies focus on identifying undervalued stocks using risk price analysis and limiting losses with stop losses.
Stocktakers BBr-outlier has gained 17.16% through this quarter – NYSE, 3.69%.
StockTakers BookBuilderTM helps small investors grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
This document provides a 3-page summary of the investment strategies and philosophies of StockTakers Limited, an Alberta corporation that provides information on "likeable" equities. Some of the key points include:
- StockTakers identifies "likeable" equities as those that trade above their proprietary "Risk Price" metric and tend to rise due to investor preference.
- They argue conventional investment advisors and the financial industry as a whole do not adequately manage risk or provide returns above inflation.
- StockTakers proves their approach works through public portfolios that demonstrate risk aversion, strong returns, liquidity, and other benefits over the long-term, especially during recessions.
- Their strategy
Lovely mooing from the herd this month for 17-21% pa.
StockTakers BlackSwanTrading-Solo 50K TM allows small investors to grow their own wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves with our 'likeables'.
Because You Can.
Accredited Investors Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Mooing slowly @ 4.63 to 18.77% pa.
StockTakers TaxCharityTM lets small investors grow their wealth with our Risk Price driven 'likeables'. .
Enjoy another slice of our Risk Price method to earn self-directed investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
More modest mooing from the herd at 18.32%,
StockTakers BookBuilderTM gives small investors means to grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
More herd mooing for 4.79 to 19.66% pa.
StockTakers ABC-ZsTM wealth helping small investors
StockTakers ABC-ZsTM gives small investors means to grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Lively mooing from the herd this month for 21.54% pa.
StockTakers BlackSwanTrading-Solo 50K TM allows small investors to grow their own wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves with our 'likeables'.
Because You Can.
Accredited Investors Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Contented mooing 9.12% from those Newbies.
StockTakers UUOOPPsiesTM gives small investors means to grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
This document provides a summary of various equities portfolios over a period of time, analyzing their performance and gains. It discusses two portfolios in particular - BlackSwanTradingTM and BlackSwanSleepingTM - which achieved gains of over 100% using a strategy of only investing in "likeables" stocks that rose above a defined risk price threshold. The document also comments on broader market trends and the performance of conventional investment strategies over this period.
Mooing slowly @ 15.87% pa.
StockTakers TaxCharityTM lets small investors grow their wealth with our Risk Price driven 'likeables'. .
Enjoy another slice of our Risk Price method to earn self-directed investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
StockTakers 16% p.a. bromide for the morning after.
StockTakers BookBuilderTM helps small investors grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Lovely mooing herd for 14.54-19.56% pa.
StockTakers BlackSwanTrading-Solo 50K TM allows small investors to grow their own wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves with our 'likeables'.
Because You Can.
Accredited Investors Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Mooing slowly @ 18.96% pa.
StockTakers TaxCharityTM lets small investors grow their wealth with our Risk Price driven 'likeables'. .
Enjoy another slice of our Risk Price method to earn self-directed investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Nice market mooing for 6.03 to 17.78% p.a. StockTaker helps small investors grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
StockTakers 18% p.a. bromide for the morning after.
StockTakers BookBuilderTM helps small investors grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Lovely mooing herd for 14.6-18.9% pa.
StockTakers BlackSwanTrading-Solo 50K TM allows small investors to grow their own wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves with our 'likeables'.
Because You Can.
Accredited Investors Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Mooing slowly @ 3.63 to 14.56% pa.
StockTakers TaxCharityTM lets small investors grow their wealth with our Risk Price driven 'likeables'. .
Enjoy another slice of our Risk Price method to earn self-directed investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
This document discusses stock market analysis and investment strategies. It summarizes the performance of various "likeables" stock portfolios from 2011-2016, which have significantly outperformed conventional funds and earned returns of 18-26% annually. Specific stocks are listed for the ABCs portfolio from 2011 on the TSX and NYSE that have gained 123.58% over 57 months. The strategies focus on identifying undervalued stocks using risk price analysis and limiting losses with stop losses.
Stocktakers BBr-outlier has gained 17.16% through this quarter – NYSE, 3.69%.
StockTakers BookBuilderTM helps small investors grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
This document provides a 3-page summary of the investment strategies and philosophies of StockTakers Limited, an Alberta corporation that provides information on "likeable" equities. Some of the key points include:
- StockTakers identifies "likeable" equities as those that trade above their proprietary "Risk Price" metric and tend to rise due to investor preference.
- They argue conventional investment advisors and the financial industry as a whole do not adequately manage risk or provide returns above inflation.
- StockTakers proves their approach works through public portfolios that demonstrate risk aversion, strong returns, liquidity, and other benefits over the long-term, especially during recessions.
- Their strategy
Lovely mooing from the herd this month for 17-21% pa.
StockTakers BlackSwanTrading-Solo 50K TM allows small investors to grow their own wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves with our 'likeables'.
Because You Can.
Accredited Investors Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Mooing slowly @ 4.63 to 18.77% pa.
StockTakers TaxCharityTM lets small investors grow their wealth with our Risk Price driven 'likeables'. .
Enjoy another slice of our Risk Price method to earn self-directed investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
More modest mooing from the herd at 18.32%,
StockTakers BookBuilderTM gives small investors means to grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
More herd mooing for 4.79 to 19.66% pa.
StockTakers ABC-ZsTM wealth helping small investors
StockTakers ABC-ZsTM gives small investors means to grow their wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves.
Because You Can.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.
Lively mooing from the herd this month for 21.54% pa.
StockTakers BlackSwanTrading-Solo 50K TM allows small investors to grow their own wealth with our Risk Price driven 'likeables'.
Enjoy another slice of our Risk Price method to earn investment income for yourselves with our 'likeables'.
Because You Can.
Accredited Investors Buy A Slice of StockTakers 12% Bond to earn investment income by leaving that work to us.
Because We Do.