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I'VE HAD IT WITH WALL STREET! ... MAYBE YOU HAVE TOO
SO HERE'S A STUNNING NEW CONCEPT (with a touch of satire):
A 'Client Supervised' Investment Account with an Independent Custodian?
From: Peter Lundstedt, CIO, Equity Portfolio Strategist, Greenwich Asset Management Group, LLC
YES! When everyone else is saying no, we're saying YES!, and it's YES! to your very own Separately Managed Institutional Account with an independent custodian held at, Schwab Institutional for example, with real time 24/7/365 monitoring/control 'by you' and run day to day by your investment advisor, perhaps, me. No more smoke and mirrors.
Now you control the money and, if the fit is right, I conscientiously direct the investing at Schwab Institutional day to day to the best of my ability to understand your investment goals. Sort of a partnership where you can view the investment process minute by minute, not entirely unlike visiting Ben & Jerry's in Vermont and watching them make your ice cream from the elevated walkway and yelling down to the crew, "hey you, change the flavor". (In this instance, "hey you" would be me). This is the way it should be. This is the way I've always done it and my clients love it. I'm the captain of the ship, but you're the admiral. The more people looking at the ongoing investment process, the higher the probability that everyone is on the same boat speaking the same language looking at the same horizon and smelling the same salty sea air. This is how to guarantee true transparency, where you are in control.
Our goal is not to advertise, although it appears to be necessary, but to find the right clients for us, (when referring to us or we I am including myself and those at Schwab Institutional, Fidelity, or any other acceptable custodian), increase assts under management by providing a superior equity portfolio construction methodology. I do not custody assets and I work with limited trading authority only. Indeed, this may sound somewhat startling at first, but if this concept makes sense to you then please send for more information to: gamgllc@earthlink.net or visit http://www.gamgllc.com/
Index
1. Profound Philosophy
ABOUT US
1. Profound Philosophy
Think about the 'reality' of investing and imagine, for a moment, that all money managers are equally lined up, noses pressed firmly against an imaginary wall, the other side of which is called the future. Behind them lays the past.
Now, no one can see what is on the other side of this wall, making for an even playing field. Money managers can only pick stocks when constructing a portfolio. They can't make them go up or down. Hence, the portfolio is completely at the mercy of what 'unknown' others may or may not do. Yet all have devised techniques to 'predict' what will eventually come to pass.
Above them are those who hire the money managers, a group who leverage their time and resources for the benefit of the portfolio. Their job is no less daunting for they must 'predict' what the predictors will, ah, predict.
But the elements which control the markets are finite. They are, indeed, comprised of all the decisions made by all the other 'predictors', who buy and sell as a whole.
So, the predictors are predicting what all the other predictors will predict, each equally blinded by this imaginary wall, the future, the other side of which lies either success or failure.
To be a money manager, then, one must have a way to predict what the other predictors will do. Not knowing what these other predictors are thinking is a major problem for the professional predictor, err, money manager.
You could know that you have the best company in the world, but if 'other people' don't buy it, it won't do much for the portfolio.
Yet, what if one could 'measure' demand, if at any one time it were to exist, in a way that resulted in a higher probability of a positive future outcome? Information that 'is already public', compiled in such a way that reflects which stocks will potentially attract more buyers than sellers. This is what we do. Sort of like combining certain criteria from Value Line, S&P research, Investors Business Daily, Fibonacci technical charting, along with the art of reading 'Monetary' Tide Tables or waves, to come up with a grading system for stocks.
You'll notice on the internet, they refer to tide tables as 'tide predictors'. Apparently, even the world's oceanic tides are not guaranteed, and it is just that, i.e. monetary tides, which are measured by the 'velocity' of money flowing around the world, and ever more so in the last 20 years since the fall of the Berlin Wall.
Today, it seems as if most markets are in relative sync with each other, and this seems to be the policy commonly referred to as 'Globalization', but perhaps it should be more accurately redefined as 'International Economic Interdependency', for it is this political policy which is intended to promote stability and peace, just as the Euro was created to promote stability and peace by making everyone in the EU dependent on each other.
2. Seven measurements
We use seven measurements, to start, when searching for stocks to add to a portfolio. Very few stocks have all seven measurements, at the same time. These measurements reflect a stocks' strength on a fundamental level first and then a technical level. These are companies which rank in the top 15% on all seven levels as measured by leading financial information providers and represent the financial health and overall demand by stock buyers. We then give each stock a score; (a higher score equals higher 'confidence' in the stocks held in the portfolio).
Imagine if you would, once more, 100 horses racing around a track and that each horse represents a stock. We focus on the first three houses. But there are not 100 stocks, rather, there are 10,000 stocks. So, now, imagine 10,000 horses running around the track. Instead of the first three horses, we focus on the first 300 horses, or in this case 300 stocks.
Our way of making money is to buy good stocks with a high score and hold them for 3 to 5 years, and sell the ones that don't follow their long term trend line. Add 20 years of experience and you have a workable system which we think can benefit almost any portfolio. Call us to see more information if you think this philosophy would fit with your style of investing at:
3. Topic - Institutions that invest in equities: Do you know what you really own?
From: Peter Lundstedt, CIO, Equity Portfolio Strategist, Greenwich Asset Management Group, LLC
I can show you how each stock you hold really ranks; which stocks to keep and which stocks not to hold. I can show you how the top half of your portfolio has performed compared to the bottom half. I can show you how your top 10 stocks performed and then the top 15 and the top 20. I think I can position Institutional equity portfolios in the best way for an uncertain future by holding only the highest ranked issues in a broadly diversified portfolio while at the same time being client specific. So, if you need an energy portfolio, I can create a portfolio of 30 - 50 of the highest ranked energy stocks. If you have an asset allocation model, I can create a portfolio of the highest ranked stocks in each sector chosen. If you need to 'reconstruct' a health care portfolio, I can create a portfolio of 30 - 50 of the highest ranked health care stocks, and so on. Here is how I do it:
I use seven measurements when searching for stocks to add to or to 'reconstruct' a portfolio. These measurements reflect a stocks' strength on a fundamental level first and then a technical level. These are companies which rank in the top 15% on all seven levels as measured by leading financial information providers and represent the financial health and overall demand 'by stock buyers'. I then give each stock a score; (a higher score = higher confidence). Currently, a perfect score would be a 598. I found that the higher the score, the fewer the number of stocks were available. I like to limit the portfolio to stocks with a minimum score of 470 to 490 which I feel gives you a higher probability of success. You could imagine ranking all 500 stocks in the S&P 500 and creating a portfolio with just the top 50 or top 100 stocks with the highest rank.
For example, with a $100 million dollar separately managed account held at Schwab Institutional, I would most likely divide it into 30 - 50 equal segments and then 'conscientiously' fill each compartment with care and with superior, "liquid", stock selections. I learned this style of portfolio management from the former manager of the now $140 billion NY State Common retirement fund, who traded actual client accounts thru me for five years using this technique. While at the State, he had 12 money managers under him. He saw how each one did over time, which systems worked and which to avoid. He settled upon a sector rotation model that averaged 25% per year. I've added the seven measurements above to the formula, among other important criteria, to create a uniquely diversified Institutional quality equity investment process. I operate under the theoretical assumption that, it doesn't matter what you own; what really matters is what other people are buying and how diversified you want to be.
If this concept makes sense to you, call or email for more information.
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