Our Investment Performance

Rules that set us apart:

  1. 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!
  2. 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.
  3. 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.
  4. 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!
  5. 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!
  6. 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.

in short...

We believe we will outperform the S&P 500 year after year while offering significant downside protection!

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At EGOER Wealth we’re different. But just what IS an EGOER?

EGOERs don’t just sit and wait. We take action when opportunity manifests.

EGOER Wealth is a natural extension to our professional backgrounds, education and experience as well as our EGOER approach to life.


EGOER Performance

Spectacular Performance in a Matter of Months

Our return since inception date of June 14, 2016 to March 30, 2019 was 21.14%.

We Strategically
Manage Risk

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:

A PEG ratio is a valuation metric for determining the relative trade-off between the price of a stock, the earnings generated per share (EPS), and the company’s expected growth. A PEG ratio greater than 1 means the stock is relatively expensive, whereas a PEG ratio lower than 1 means a stock is below its “fair value”. When we initiate a buy recommendation, most of the time the PEG (price/earnings to growth) ratio of the subject equity will be 1 or below. However, on occasion we will recommend a stock with a PEG above 1 if we believe there is a special situation justifying the higher ratio and valuation. Peter Lynch, who was a guru hall of fame fund manager, effectively used this valuation metric with his average returns of 29% per year during the 13 years he ran the Fidelity Magellan fund.

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