Our Investment Performance
Rules that set us apart:
- We diversify our portfolio and invest in ALL of the sectors of the stock market.
This sounds obvious but most people simply don’t do it!
- We rebalance on a regular basis.
In fact, we rebalance every single time we buy a new stock. It’s the only way to take advantage of sectors that are doing well and cut the losses in sectors performing poorly.
- We are looking for stocks that have momentum.
We use various sources to find stocks that are making new highs. And we only ever buy a stock if its valuation is lower than the overall valuation of its peers in a particular sector.
- We set target exit prices and do not deviate.
This is EXTREMELY important but most people get emotional and never sell. We choose to follow our non-emotional, data-driven methodology instead!
- The stock market has cycles and we take advantage of them.
Which means, buying into the market at certain times of the year is simply smart. And selling at other times of the year is even smarter. We take advantage of that and reap the results!
- We do not care if our portfolio is underperforming the S&P 500 in the short term.
We are not a day trading service. We want to be in the markets for the long term. And we are strongly convinced we will significantly outperform the S&P 500 over 3, 5 and ten year periods.
We believe we will outperform the S&P 500 year after year while offering significant downside protection!
Spectacular Performance in a Matter of Months
Our return since inception date of June 14, 2016 to December 31, 2017, was 31.78% vs the S&P 500 return of 28.83%.
Our methodology is geared to create a portfolio with less risk at any given time than the overall S&P 500.
We Aren’t Afraid to Have a Cash Position
We aren’t afraid to sell our positions when there are profits to make, plus our covered calls with varying expiration periods and premiums influx additional income.
Get the Full
When you subscribe to our Stock Pick Alerts, we’ll give you the full play-by-play. Namely, we’ll tell you exactly how we are investing in the positions listed here.
The EGOER Wealth stock market strategy.
By implementing our very purposeful, non-emotional, data-driven methodology, we believe we will outperform the S&P 500 year after year while offering significant downside protection as well.
Here are the tools and metrics we use in our stock market strategy, and which set us apart from so many others:
For example, you buy a stock at $100. The stock falls to a price of $87.49 (which is right below our 12.5% trailing stop benchmark). The trailing stop would kick in and automatically sell the stock at $87.49, preventing further loss in that stock. We would keep those proceeds in cash until we decide to buy something else with that cash.
Do note that for certain special situation positions, we will not always implement a stop loss recommendation.