The document discusses strategies for investing in equities markets based on the concept of the "price of risk". It describes how portfolios were created using the Dow Jones Industrial Average, NASDAQ 100, S&P 500 and S&P/TSX from 2000-2009 that yielded annual returns of 29% by only including stocks when their price was above the calculated price of risk. It also notes that this strategy provided odds of winning between 2:1 and 3:1 across major North American markets.
More contented mooing for 4% to 10% in a month.
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.
StockTakers 4 year ABC-Zs run proves 24.83% IRR on TSX 17.04% IRR on NYSE
StockTakers proprietary Risk Price is proven metric investors need. The Modal Geometry gives new clarity navigating balance sheets for sound debt structures in any firm. From that we derive our Risk Price.
StockTakers continues its proprietary 'LikeablesTM' proof in real market TaxCharityTM run portfolios, Risk Averse, Capital Safe, AlphaSmartTM Liquidity by proven methods suiting all investors.
Running markets without walras and schumpeterHans Goetze
Chance, which is nothing but the want of art,” John Arbuthnot (1692)
Portfolio managers cannot tell us why, markets mumble and stumble! They condition us to buy shares, they do not make them, mumble, caveat emptor.
Not then and still not now can the economists say, either, it seems! Classical, monetarists, medallists, Salty or Freshie, Bastian, Bayesian, Austrian, Keynesian, Modern or Texan all with their closed macro over micro models of nuanced terms in separate languages, Babel, babble, bust! Munch or Lee, murmur, murmel, Alligator Pie, they lost my money in TTI?
It sounds much like a strange recital of, The Walras and the Schumpeter, in all respect
to both those great minds, and to Charles Dodgson’s Lewis Carroll and Alice.
StockTakers proven theory delivers results in our "likeables" portfolios helping small investors, because we can. Risk averse Capital Safety, AlphaAsmartTM gain and Liquidity is delivered to portfolios with our Risk Price analysis of balance sheet data.
This document discusses investment strategies and portfolios focused on identifying "likeables" equities through risk price analysis. It provides updates on the performance of various portfolios consisting of equities from the TSX and NYSE that were identified as "likeables" based on being above their risk price. The portfolios have significantly outperformed since their inception in 2011-2013, with gains of 80-130% over 3-4 years. The document encourages seeking out "likeables" to protect capital and generate gains, as conventional investment methods allegedly lack science and benefit managers more than investors.
StockTakers ABCs to Zs of TaxCharityTM-22may2014Hans Goetze
This document provides an analysis of "likeables" equities from StockTakers Limited, an Alberta corporation. It discusses various stock portfolios called "ABCs" composed of identified "likeables" on the TSX and NYSE from 2011-2014. The ABC portfolios significantly outperformed their respective markets over 2-2.4 year periods, with the TSX portfolio gaining 76.17% and the NYSE portfolio gaining 52.94%. It also discusses rebuilding some portfolios, called AB-Z, after volatility in early 2014, with the TSX portfolio gaining 5.61% over 4.75 months.
Nice market mooing for 3.72 to 20.51% 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.
More contented mooing for 4% to 10% in a month.
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.
StockTakers 4 year ABC-Zs run proves 24.83% IRR on TSX 17.04% IRR on NYSE
StockTakers proprietary Risk Price is proven metric investors need. The Modal Geometry gives new clarity navigating balance sheets for sound debt structures in any firm. From that we derive our Risk Price.
StockTakers continues its proprietary 'LikeablesTM' proof in real market TaxCharityTM run portfolios, Risk Averse, Capital Safe, AlphaSmartTM Liquidity by proven methods suiting all investors.
Running markets without walras and schumpeterHans Goetze
Chance, which is nothing but the want of art,” John Arbuthnot (1692)
Portfolio managers cannot tell us why, markets mumble and stumble! They condition us to buy shares, they do not make them, mumble, caveat emptor.
Not then and still not now can the economists say, either, it seems! Classical, monetarists, medallists, Salty or Freshie, Bastian, Bayesian, Austrian, Keynesian, Modern or Texan all with their closed macro over micro models of nuanced terms in separate languages, Babel, babble, bust! Munch or Lee, murmur, murmel, Alligator Pie, they lost my money in TTI?
It sounds much like a strange recital of, The Walras and the Schumpeter, in all respect
to both those great minds, and to Charles Dodgson’s Lewis Carroll and Alice.
StockTakers proven theory delivers results in our "likeables" portfolios helping small investors, because we can. Risk averse Capital Safety, AlphaAsmartTM gain and Liquidity is delivered to portfolios with our Risk Price analysis of balance sheet data.
This document discusses investment strategies and portfolios focused on identifying "likeables" equities through risk price analysis. It provides updates on the performance of various portfolios consisting of equities from the TSX and NYSE that were identified as "likeables" based on being above their risk price. The portfolios have significantly outperformed since their inception in 2011-2013, with gains of 80-130% over 3-4 years. The document encourages seeking out "likeables" to protect capital and generate gains, as conventional investment methods allegedly lack science and benefit managers more than investors.
StockTakers ABCs to Zs of TaxCharityTM-22may2014Hans Goetze
This document provides an analysis of "likeables" equities from StockTakers Limited, an Alberta corporation. It discusses various stock portfolios called "ABCs" composed of identified "likeables" on the TSX and NYSE from 2011-2014. The ABC portfolios significantly outperformed their respective markets over 2-2.4 year periods, with the TSX portfolio gaining 76.17% and the NYSE portfolio gaining 52.94%. It also discusses rebuilding some portfolios, called AB-Z, after volatility in early 2014, with the TSX portfolio gaining 5.61% over 4.75 months.
Nice market mooing for 3.72 to 20.51% 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.
This document provides a summary and update of the BlackSwanTradingTM portfolio as of June 30, 2014. It discusses the performance of equities in the portfolio that have risen above the designated risk price, which the document refers to as "likeables". It provides the current prices and performance updates of various equities in the portfolio since purchases beginning in late 2012. The portfolio had increased in value by 70.72% over 19 months. The document also discusses another portfolio called Solo50K and provides similar price and performance updates for equities in that portfolio.
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 proprietary TSX- ABCs 2.6 year gain 88.86%, NYSE - ABCs totals 60.61% - risk averse capital safe and liquid for keeping it yours, because we can
More contented mooing brings large crop of Newbies.
StockTakers WHYNOTtsxBUBBYTM 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 contented mooing brings large crop of 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.
Dragons and bulls profitable investment strategies010156
Dragons and bulls profitable investment strategies
Binary option involves high level risks. it is not easy to make profits consistently for most investors. according to our personal experience, to make money consistently on binary option trading you need to be good at the following aspects:
Disciplined trading style: follow your trading plan and rules
Safe money management
High win rate strategy or system
Emotion management skills
Patience
http://www.peakbinaryoption.com/
StockTakers continues our charity to small investors of our proprietary information, because we can, and prove it! Patience and slow trading, relaxed even, our risk averse method wins over the longer term. These public portfolios run by our methods prove you can keep your capital safe, liquid and make exceptional AlphaSmart gains as we do prove, because we can, and so, you can too!
StockTakers season of giving Best Wishes to small investors continues with our Risk Price driven results.
Small investors can enjoy another slice of our Risk Price method to earn investment income for yourselves.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income for them and leave that work to us. Because We Can.
ABCs defense of capital tax charity 22aug2013Hans Goetze
This document summarizes two sample portfolios called ABCs that were created in January 2012 and January 2013 to invest only in "likeable" stocks identified using the author's risk price metric. By the end of July 2013, the TSX sample portfolio was up 135.15% total and the NYSE sample portfolio was up 142.41% total, significantly outperforming their respective market indices. The document also discusses reinvesting prior cashouts from the portfolios, which would have led to additional gains of 12.52% for the TSX portfolio and 26.17% for the NYSE portfolio.
La presentación corresponde al evento:
English version: https://youtu.be/JxOIJmCO1Ao
Versión española: https://youtu.be/owp_txi4erU
Pavel Begun (cofundador de 3G Capital Management) es entrevistado en Value School por Carmen Pérez Baguena, analista senior de Cobas Asset Management.
Pavel y su socio conforman el equipo de análisis de 3G Capital, porque afirma que cuantos menos sean en el proceso de investigación, más pueden controlar el núcleo de decisión.
El entrevistado nos cuenta su trayectoria profesional, que empezó a los 11 años vendiendo fresas y manzanas en un mercado. Después emprendió varios proyectos, hasta llegar a Estados Unidos con 20 años, donde además de continuar con sus iniciativas empresariales se introdujo en el mundo de la inversión. Pavel asegura que simultanear ambas cosas le ha permitido mejorar en los dos campos.
También nos desvela que su filosofía principalmente se centra en buscar las 3G (Good): “buen negocio, buena gestión y buen precio”. Parece una máxima muy sencilla, pero realmente “es un trabajo muy duro y complejo”.
¿Cómo define un buen negocio? Negocios sencillos de entender, con una trayectoria registrada de sostenibilidad en liderazgo, negocios que den buenos retornos sobre el capital invertido (15-20% o superiores). Esto puede aplicarse a cualquier sector, con algunas excepciones. Por ejemplo, las prendas de moda, porque es un sector muy cambiante.
¿Cuál sería el buen precio de compra y de venta? ¿Cómo intentan minimizar el riesgo? Carmen Pérez Baguena no se deja nada en el tintero a la hora de preguntar. Al finalizar su entrevista, comienza la ronda de preguntas de los asistentes y de los conectados vía streaming.
Libros recomendados:
Armas, Gérmenes Y Acero (ENSAYO-CIENCIA) (Jared Diamond)
What Intelligence Tests Miss: The Psychology of Rational Thought (Keith E. Stanovich)
La riqueza y la pobreza de las naciones (David Landed)
StockTakers Black Swan 'likeables' doubled your money in 30 months, because we can. We prove risk averse investing works for Capital Safety, AlphaSmartTM gains and Liquidity.
Let others chase their gamblers’ risk/reward model, CAPM options pricing and modern portfolio management MPT conjectures and none of them have proven they work - except for those who sell them.
Good reason as we show in our risk averse Risk Price driven ‘likeables’ works for Capital Safety, AlphaSmartTM gains and Liquidity for the small investor.
StockTakers proprietary Risk Price investors need to be Capital Safe, Liquid and AlphaSmartTM
Market behaviour prefers our “likeables” trading above Risk Price and bids them up. Our method is proven. Because we can, you can.
Now for the really nice facts from the Sleeping Black Swan you gained a tidy 50.69% for snoozing for 33.7 months, a 17.45% IRR ... versus the stoploss managed portfolio model Solo50k managed every 3 months only, 86.11% IRR. That yield is 24.84% IRR p.a. and is proof ‘likeables’ risk averse discipline is Capital Safe, Liquid and AlphaSmartTM.
This presentation provides an overview of two investment funds, Tarpon Folio and Gecko Folio, managed by Islamorada Investment Management. Tarpon Folio focuses on long-term growth investments while Gecko Folio invests for income. Both funds pursue
This document discusses lessons learned from capital market history. It finds that risky assets have historically earned a higher average return, known as a risk premium, compared to risk-free assets like Treasury bills. It also shows that higher risk investments have greater variability of returns, with potential for both higher gains and losses. The document contrasts arithmetic and geometric averages, noting geometric averages better account for compounding effects. Finally, it introduces the concept of market efficiency, where security prices quickly reflect all available public information.
StockTakers charitable proprietary yields 24.80% IRR. Really, in realtime public B.S.T. portfolio for small investors.
Risk Averse ... Capital Safety, Liquidity, AlphaSmartTM gain, all because we can, with applying our new theory of the firm.
ABCs defense of capital tax charity 22sep2013Hans Goetze
This document provides information on StockTakers Limited, an Alberta corporation that identifies "likeable" equities that have a tendency to gain value over time. It summarizes the performance of sample portfolios of these "likeable" equities on the TSX and NYSE from 2012 to 2013, showing gains of over 120% for both portfolios. It argues that its approach of focusing on equities with strong balance sheets and tendency for gains outperforms conventional investment strategies. The document is intended to promote StockTakers Limited's investment strategy and solicits clients to utilize its proprietary research and portfolio recommendations.
Quarterly report for our investors - Fourth quarter 2019BESTINVER
The international portfolio delivered returns of 23% in 2019. The portfolio is diversified across sectors with largest allocations to industrial (38%), financial (19%), and communication & technology (15%). Additions to the portfolio included Aperam, a stainless steel producer. Positions in ABB and Delivery Hero were increased as both companies improved their competitive positions. Cobham was exited following a takeover bid. The international portfolio trades at a PER of 9.5x and has 58% upside potential to its target value.
This document provides information about an upcoming event hosted by Vancouver Disciplined Trading Hub (VDTH). The event will take place on Sundays at 6:00 PM at the Cedar Cottage Pub in Vancouver and on Fridays at SFU Surrey. It will feature presentations by financial educators on the topics of disciplined trading, inspiration from trading experts, and non-directional and directional trades. The presentations are intended for educational purposes only and do not constitute investment advice.
Global Equity Separately Managed AccountSandyWarrick
This document discusses managing a global equity portfolio in a tax-efficient manner. It argues that global, multi-cap portfolios better approximate the market and provide more diversification and opportunities for tax harvesting. The key tradeoffs are between tracking error and taxes, and tracking error and alpha. The document outlines using factor alphas and optimization to balance these goals while minimizing trading costs and short-term capital gains over time. Backtesting different settings can help determine an approach likely to add value going forward.
ABCs defense of capital TaxCharityTM-22oct2013Hans Goetze
The document summarizes the performance of two portfolios of "likeable" equities selected using the author's Risk Price analysis method. The TSX portfolio was up 122.64% for the year, significantly outperforming the TSX index gain of 6.02%. The NYSE portfolio was up 138.97% for the year, also significantly outperforming the NYSE index gain of 8.35%. In 2013 so far, the TSX portfolio is up 40.22% and the NYSE portfolio is up 44.75%. The author argues that their approach of selecting equities with stable Risk Prices provides superior long-term capital appreciation compared to the overall market or conventional investment approaches.
StockTakers TaxCharityTM empowers small investors wealth growth with risk averse "likeables" gaining high double digit rate of "AlphaSmart" returns with Capital Safety and Liquidity.
This document provides a summary and update of the BlackSwanTradingTM portfolio as of June 30, 2014. It discusses the performance of equities in the portfolio that have risen above the designated risk price, which the document refers to as "likeables". It provides the current prices and performance updates of various equities in the portfolio since purchases beginning in late 2012. The portfolio had increased in value by 70.72% over 19 months. The document also discusses another portfolio called Solo50K and provides similar price and performance updates for equities in that portfolio.
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 proprietary TSX- ABCs 2.6 year gain 88.86%, NYSE - ABCs totals 60.61% - risk averse capital safe and liquid for keeping it yours, because we can
More contented mooing brings large crop of Newbies.
StockTakers WHYNOTtsxBUBBYTM 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 contented mooing brings large crop of 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.
Dragons and bulls profitable investment strategies010156
Dragons and bulls profitable investment strategies
Binary option involves high level risks. it is not easy to make profits consistently for most investors. according to our personal experience, to make money consistently on binary option trading you need to be good at the following aspects:
Disciplined trading style: follow your trading plan and rules
Safe money management
High win rate strategy or system
Emotion management skills
Patience
http://www.peakbinaryoption.com/
StockTakers continues our charity to small investors of our proprietary information, because we can, and prove it! Patience and slow trading, relaxed even, our risk averse method wins over the longer term. These public portfolios run by our methods prove you can keep your capital safe, liquid and make exceptional AlphaSmart gains as we do prove, because we can, and so, you can too!
StockTakers season of giving Best Wishes to small investors continues with our Risk Price driven results.
Small investors can enjoy another slice of our Risk Price method to earn investment income for yourselves.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income for them and leave that work to us. Because We Can.
ABCs defense of capital tax charity 22aug2013Hans Goetze
This document summarizes two sample portfolios called ABCs that were created in January 2012 and January 2013 to invest only in "likeable" stocks identified using the author's risk price metric. By the end of July 2013, the TSX sample portfolio was up 135.15% total and the NYSE sample portfolio was up 142.41% total, significantly outperforming their respective market indices. The document also discusses reinvesting prior cashouts from the portfolios, which would have led to additional gains of 12.52% for the TSX portfolio and 26.17% for the NYSE portfolio.
La presentación corresponde al evento:
English version: https://youtu.be/JxOIJmCO1Ao
Versión española: https://youtu.be/owp_txi4erU
Pavel Begun (cofundador de 3G Capital Management) es entrevistado en Value School por Carmen Pérez Baguena, analista senior de Cobas Asset Management.
Pavel y su socio conforman el equipo de análisis de 3G Capital, porque afirma que cuantos menos sean en el proceso de investigación, más pueden controlar el núcleo de decisión.
El entrevistado nos cuenta su trayectoria profesional, que empezó a los 11 años vendiendo fresas y manzanas en un mercado. Después emprendió varios proyectos, hasta llegar a Estados Unidos con 20 años, donde además de continuar con sus iniciativas empresariales se introdujo en el mundo de la inversión. Pavel asegura que simultanear ambas cosas le ha permitido mejorar en los dos campos.
También nos desvela que su filosofía principalmente se centra en buscar las 3G (Good): “buen negocio, buena gestión y buen precio”. Parece una máxima muy sencilla, pero realmente “es un trabajo muy duro y complejo”.
¿Cómo define un buen negocio? Negocios sencillos de entender, con una trayectoria registrada de sostenibilidad en liderazgo, negocios que den buenos retornos sobre el capital invertido (15-20% o superiores). Esto puede aplicarse a cualquier sector, con algunas excepciones. Por ejemplo, las prendas de moda, porque es un sector muy cambiante.
¿Cuál sería el buen precio de compra y de venta? ¿Cómo intentan minimizar el riesgo? Carmen Pérez Baguena no se deja nada en el tintero a la hora de preguntar. Al finalizar su entrevista, comienza la ronda de preguntas de los asistentes y de los conectados vía streaming.
Libros recomendados:
Armas, Gérmenes Y Acero (ENSAYO-CIENCIA) (Jared Diamond)
What Intelligence Tests Miss: The Psychology of Rational Thought (Keith E. Stanovich)
La riqueza y la pobreza de las naciones (David Landed)
StockTakers Black Swan 'likeables' doubled your money in 30 months, because we can. We prove risk averse investing works for Capital Safety, AlphaSmartTM gains and Liquidity.
Let others chase their gamblers’ risk/reward model, CAPM options pricing and modern portfolio management MPT conjectures and none of them have proven they work - except for those who sell them.
Good reason as we show in our risk averse Risk Price driven ‘likeables’ works for Capital Safety, AlphaSmartTM gains and Liquidity for the small investor.
StockTakers proprietary Risk Price investors need to be Capital Safe, Liquid and AlphaSmartTM
Market behaviour prefers our “likeables” trading above Risk Price and bids them up. Our method is proven. Because we can, you can.
Now for the really nice facts from the Sleeping Black Swan you gained a tidy 50.69% for snoozing for 33.7 months, a 17.45% IRR ... versus the stoploss managed portfolio model Solo50k managed every 3 months only, 86.11% IRR. That yield is 24.84% IRR p.a. and is proof ‘likeables’ risk averse discipline is Capital Safe, Liquid and AlphaSmartTM.
This presentation provides an overview of two investment funds, Tarpon Folio and Gecko Folio, managed by Islamorada Investment Management. Tarpon Folio focuses on long-term growth investments while Gecko Folio invests for income. Both funds pursue
This document discusses lessons learned from capital market history. It finds that risky assets have historically earned a higher average return, known as a risk premium, compared to risk-free assets like Treasury bills. It also shows that higher risk investments have greater variability of returns, with potential for both higher gains and losses. The document contrasts arithmetic and geometric averages, noting geometric averages better account for compounding effects. Finally, it introduces the concept of market efficiency, where security prices quickly reflect all available public information.
StockTakers charitable proprietary yields 24.80% IRR. Really, in realtime public B.S.T. portfolio for small investors.
Risk Averse ... Capital Safety, Liquidity, AlphaSmartTM gain, all because we can, with applying our new theory of the firm.
ABCs defense of capital tax charity 22sep2013Hans Goetze
This document provides information on StockTakers Limited, an Alberta corporation that identifies "likeable" equities that have a tendency to gain value over time. It summarizes the performance of sample portfolios of these "likeable" equities on the TSX and NYSE from 2012 to 2013, showing gains of over 120% for both portfolios. It argues that its approach of focusing on equities with strong balance sheets and tendency for gains outperforms conventional investment strategies. The document is intended to promote StockTakers Limited's investment strategy and solicits clients to utilize its proprietary research and portfolio recommendations.
Quarterly report for our investors - Fourth quarter 2019BESTINVER
The international portfolio delivered returns of 23% in 2019. The portfolio is diversified across sectors with largest allocations to industrial (38%), financial (19%), and communication & technology (15%). Additions to the portfolio included Aperam, a stainless steel producer. Positions in ABB and Delivery Hero were increased as both companies improved their competitive positions. Cobham was exited following a takeover bid. The international portfolio trades at a PER of 9.5x and has 58% upside potential to its target value.
This document provides information about an upcoming event hosted by Vancouver Disciplined Trading Hub (VDTH). The event will take place on Sundays at 6:00 PM at the Cedar Cottage Pub in Vancouver and on Fridays at SFU Surrey. It will feature presentations by financial educators on the topics of disciplined trading, inspiration from trading experts, and non-directional and directional trades. The presentations are intended for educational purposes only and do not constitute investment advice.
Global Equity Separately Managed AccountSandyWarrick
This document discusses managing a global equity portfolio in a tax-efficient manner. It argues that global, multi-cap portfolios better approximate the market and provide more diversification and opportunities for tax harvesting. The key tradeoffs are between tracking error and taxes, and tracking error and alpha. The document outlines using factor alphas and optimization to balance these goals while minimizing trading costs and short-term capital gains over time. Backtesting different settings can help determine an approach likely to add value going forward.
ABCs defense of capital TaxCharityTM-22oct2013Hans Goetze
The document summarizes the performance of two portfolios of "likeable" equities selected using the author's Risk Price analysis method. The TSX portfolio was up 122.64% for the year, significantly outperforming the TSX index gain of 6.02%. The NYSE portfolio was up 138.97% for the year, also significantly outperforming the NYSE index gain of 8.35%. In 2013 so far, the TSX portfolio is up 40.22% and the NYSE portfolio is up 44.75%. The author argues that their approach of selecting equities with stable Risk Prices provides superior long-term capital appreciation compared to the overall market or conventional investment approaches.
StockTakers TaxCharityTM empowers small investors wealth growth with risk averse "likeables" gaining high double digit rate of "AlphaSmart" returns with Capital Safety and Liquidity.
Artfully money was invoked over 35000 years ago an archaeological lesson economics refuses to understand. Reality is not economics and finance game so much as producing fiction.
Book builder is yours to keep it yours 31jul13 updateHans Goetze
This document discusses an investment strategy called BookBuilder that aims to help small investors grow their savings over the long term by investing only in "likeable" stocks. It defines likeable stocks as those trading above a benchmark price called the Risk Price, which is determined by analyzing companies' debt structures and management. The strategy seeks to provide capital appreciation while protecting against downside risk by setting stop losses on individual stocks. It argues this approach can help investors' money grow faster than inflation without taking on excessive risk from companies with weak debt profiles that are prone to damaging investors' capital.
2012 Portfolio Value 15 November 2013
This document provides an update on the TaxCharityTM portfolios as of November 15, 2013. It includes performance summaries of the 2012 and 2013 portfolios on the NYSE and TSX markets, lists the current holdings in each portfolio along with purchase prices and benchmark prices, and notes several stock sales and purchases made recently. The portfolios have continued to outperform with the 2012 NYSE portfolio returning 43.08% and the 2013 NYSE portfolio returning 9.9% in the first 2 months. The goal is to hold a diversified portfolio of "likeables" stocks that tend to appreciate over time.
The BookBuilder portfolios aim at building the children's education fund so they do not leave school burdened like a borax mule with vitality sapping debt. RESPs and 529s are no help just government policy eroding saved wealth, active as lobbyist. The Artful Dodgers are just skilled pick-pockets in suits.
Equities trading above our benchmark Risk Price (SF) are those liked by investors, and two of three continue to price rise due to investors’ preference. These equities are “likeables.” They are revealed by their rise above Risk Price, the metric that investors must know to defend their capital.
This document provides updates on two stock portfolios called BookBuilder that aim to build value for investors over the long term in a risk averse manner. The portfolios contain "likeable" stocks that are identified using a proprietary method and tend to hold their value or increase in price over time. Several stocks are noted as having been removed due to falling below their stop-loss price, and new potential buy-in stocks are recommended to replace them. Overall, the NYSE portfolio is reported as having increased in value by 98.64% over 17 months, while the 2013 NYSE portfolio increased 30.75% over 8 months. The document encourages investors to engage their savings in these "likeable" stocks to safely grow their
Verne Atrill encounters an economist visiting an old hardware store known for its reliable advice. The economist recognizes Atrill from his controversial views in economics. The document then summarizes Atrill's unconventional economic theories which focus on understanding the real business processes and behaviors of firms, rather than assumptions. It introduces the concept of "modal geometry" and its two assumptions for understanding the balance sheet and negotiations of a firm.
Book builder is yours to keep it yours 30sep13 updateHans Goetze
This document provides updates on "likeables" stock portfolios called BookBuilder for the month of September 2013. It discusses market volatility in September due to speculation about tapering of quantitative easing by the US Federal Reserve. It summarizes the performance of various stock holdings, adds some new recommended "likeable" stocks to the portfolios, and encourages readers to invest in these stocks to safely grow their savings over time.
- The document discusses the BookBuilderTM portfolio strategy, which aims to help small investors grow their savings over time by investing in "likeable" stocks.
- It defines "likeables" as stocks trading above their calculated Risk Price (SF), which is determined based on analyzing a company's debt structure and management. Around 2/3 of these stocks tend to increase in price long-term.
- The portfolio updates provided demonstrate the strategy's success, with the NYSE portfolio gaining over 74% in the last year and replacing stocks that fall below their stop/loss price. The goal is capital appreciation while maintaining safety and liquidity.
Best defense of capital tax charity 30 april 2013Hans Goetze
This 3-page document provides a portfolio update and performance summary for the month ending April 30, 2013. It includes listings of equities held in the NYSE and TSX markets showing current prices and benchmarks. Several equities were sold due to reaching their stop-loss limits and replaced with new holdings. For the 5-month period, the NYSE portfolio gained 16.81% and the TSX portfolio gained 17.89%. The document encourages seeking tax advice on capital gains and notes the rationale for holding "likeable" equities is their demonstrated value to investors through sustained price increases above risk thresholds.
StockTakers proprietary information charity to small investors proving AlphaSmart gains through capital safety and liquidity NYSE 28.27% and TSX 30.91% in 2013 we add new portfolios for 2014 tax sheltering incomes
This document provides updates on "likeables" equity portfolios for 2012 and 2013. It discusses performance of equities in the portfolios that have risen above the benchmark "Risk Price," with some gaining 46.91% and 20.75% respectively over the time periods. It also lists current equities in the portfolios and their market prices and stop/loss prices, noting some that have breached stop-loss levels. The document encourages holding a diversified portfolio of at least 8 "likeables" equities and defends this approach as a way to potentially achieve annual returns of 26% while maintaining capital safety, liquidity and risk aversion.
This document provides updates on "likeables" stock portfolios for US and Canadian markets as of April 15, 2014. It discusses the performance of various stocks in the portfolios over the past year, with some stocks sold due to stop-loss limits being breached. It encourages maintaining a diversified portfolio of at least 8 "likeable" stocks that tend to hold their value or gain over time. The purpose is to generate long-term returns while prioritizing capital safety, liquidity and risk aversion.
More contented mooing for 4% to 10% in a month.
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.
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 ABC-Zs gives small investors means to save tax refunds with our proprietary Risk Price method. Enjoy another slice to earn investment income for yourselves.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income for them and leave that work to us.
Because We Can.
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.
We wish you the best for this season of giving. You have our gifts.
Small investors can enjoy a slice of our method of Risk Price to earn investment income for yourself.
Accredited investors can Buy A Slice of StockTakers 12% Bond to earn investment income for them and leave that work to us. Because We Can.
WHYNOTtsxBUBBY
8:50pm 07may2016
More contented mooing brings large crop of Newbies.
StockTakers WHYNOTtsxBUBBYTM 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 information about a portfolio called the UUOOPPsies Tax Charity portfolio, which is curated by StockTakers Limited to identify undervalued companies using their Risk Price analysis of balance sheets. The portfolio includes 14 companies from sectors like construction services, oil drilling, communications technology, banking, and infrastructure services. Performance data for the portfolio from May 7 to June 7 shows a gain of 2.72% over one month. The document discusses flaws in conventional investment industry approaches and argues that the Risk Price method identifies undervalued companies that tend to appreciate over the long run in a manner proven by theory and demonstration.
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.
The document provides an overview and performance update of the Solo50K portfolio, which invests $51,000 in "likeable" stocks that tend to hold their value and gain over cash alternatives. It discusses the portfolio's 66.34% gain over 16 months and annualized return of 68.08%, outperforming hedge funds and markets. It also lists the current holdings and their purchase prices and stop-loss levels.
This document provides a summary of two investment portfolios - the "Goats" portfolio and the "Grail" portfolio. The Goats portfolio feeds on investors and provides returns lower than inflation, while the Grail portfolio aims to provide returns above inflation in a risk-averse manner. It describes the methodology used by the Grail portfolio, which only invests in stocks when the stock price is above the calculated Risk Price, and sells when the stock price falls below the Risk Price. Results show this approach has consistently outperformed conventional investment methods over time while taking on less risk.
StockTakers ABC-Zs sets small investors for market contented ‘mooing’ to begin, while fearful pension investment schemes just raze household wealth.
StockTakers ABC-Zs of TaxCharityTM gives small investors means to grow their wealth with our Risk Price.
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 updates on various equity portfolios managed by StockTakers Limited, including the NYSE Value 17K Firms 2012 portfolio, USA ROTH/IRA 2013 portfolio, and TSX Value 22K Firms 2012 portfolio. It lists the equities in each portfolio along with their symbol, StockTakers' proprietary "Risk Price" metric, current market price, and any stop-loss prices that have been hit. The document also provides year-to-date and since-inception returns for each portfolio. StockTakers aims to identify "likeable" equities that demonstrate capital appreciation and safety over the long run for small investors.
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.
More contented mooing for 15 to 20% IRR p.a.
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.
Best defense of capital tax charity 15oct2013Hans Goetze
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20.00
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$5
$18
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This document provides a portfolio update and list of recommended "likeable" stocks from TaxCharityTM and BookBuilderTM. It discusses the performance of the portfolios over the past year, which have outperformed due to the authors' focus on stocks pr
Modern Portfolio Theory (Mpt) - AAII Milwaukeebergsa
This document provides an overview of Modern Portfolio Theory (MPT) including its key concepts and measurements. MPT proposes that rational investors will use diversification to optimize their portfolios based on measures of expected return and risk. It defines risk as the standard deviation of returns and outlines how diversifying uncorrelated assets reduces non-systematic risk. The document then explains common MPT metrics like beta, alpha, the Sharpe Ratio, and R-squared and provides examples of how they are calculated and applied to funds.
1) Forex trading involves buying and selling foreign currencies. It is a global market that operates 24/7.
2) Successful forex trading requires understanding key terminology like pips, spreads, leverage, margins, hedging, spots, CFDs, and choosing an appropriate trading system and platform.
3) When selecting a forex broker, traders should consider the tools, features, execution speed, and independent account access provided to have confidence and successfully navigate the fast-paced forex market.
This document provides an update on the TaxCharit€TM EuroNext portfolio as of June 22, 2016. It discusses recent performance of equities in the portfolio and notes some stop-loss triggers in recent months due to unusual volatility in Euro markets. The summary also references plans to buy additional equities and holds some cash in anticipation of further purchases. Overall, the portfolio has gained 4.0% over the past 4 months but the internal rate of return is currently too early to determine.
StockTakers charity empowers small investors wealth growth in real time portfolios, for double digits AlphaSmart gains by risk aversion, capital safety and liquidity
StockTakers proprietary TaxCharityTM for small investors NYSE 26.73% TSX 35.45% gains in 11 months of risk averse capital safe and liquid investment, keeping it yours, because we can.
Similar to Running To Win In All Equities Markets Edjul2011 (20)
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.
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 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.
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.
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.
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.