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Hotline Portfolio Approach

Every afternoon you will receive the Hotline Portfolio Approach which is a sector analysis of the recommended hotline stock ideas and the respective weightings. The Portfolio Approach is designed to help you keep your portfolio balanced and diversified. This is an integral part of our Hotline service.

The purpose of the Hotline is to position investors ahead of the crowd in a balanced portfolio of ideas selected mostly through fundamental analysis. New subscribers can pick up existing ideas that haven't advanced too far. We don't expect or want subscribers to pick up each idea. Assistance is available from Charles and the research desk by emailing research@wstreet.com

The Portfolio Approach covers open positions and the amount of exposure based on a portfolio of $100,000 broken down into investing blocks of $6,000.

From time to time, we will ask subscribers to short stocks and adjust cash as warranted by market conditions. You MUST go short or have exposure to the downside from time to time to make money long term.

We aren't trying to beat the market day to day, but over periods of 3 to 6 months and year to year. We are here to help in every way. We want you to have faith and follow our work and guidance. The service is designed to be tailored to each individual with respect to goal and temperament, but we are not going to avoid asking subscribers to invest in certain ideas because they are always worried or afraid. That's why we do the work.

The Portfolio Approach has weightings for each sector. The stocks that are currently a Buy in a sector are bolded. Investors should have at least the number of positions in the weighting scale in their portfolio. For instance, if the sector has a 2 rating, we are overweight the sector, so investors should have at least 2 positions in that sector. We suggest buying one of each sector recommended first, if possible.

The Portfolio Approach also contains a recommendation for an ideal cash position. You do not have to have the exact amount we have as ideal, but you should be following the direction of our cash position window. The idea behind having more cash is for protection and to buy the dips, so don't raise cash and head for the hills.

We also want to make sure that investors are buying in equal dollar amounts (not share count); it helps to make sure one small loser doesn't wipe out a GRAND SLAM.

Please review the Portfolio Approach each afternoon and read our new comments on the sectors and any changes to our weightings and positions.

Have questions?
We are here to help and want you to have success with your subscription.

 

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