Hotline Portfolio Approach
Every Friday you will receive the Hotline Portfolio Approach, which is a sector analysis of the recommended hotline stock ideas and their 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. Our “Current Investing Backdrop” works hand in hand with our twice daily market commentary.
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, but rather have a balance of all sectors. Assistance is available from Charles and the research desk by emailing firstname.lastname@example.org.
We are not trying to beat the market day to day, but over periods of 3 months to one 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 individual needs 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 is why we do the work.
The Portfolio Approach covers open positions, and the amount of exposure based on a portfolio of $100,000 broken down into investing blocks of $5,000. Larger portfolios should be adjusted accordingly. 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 stock from each of the sectors recommended first (if there is something Bold), if possible.
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. Even when we think the price is right, it does not always mean the backdrop is right to buy stocks. And, although the focus is not day to day trading, some environments are better than others to buy stocks.
Products & Services |
In The Media |
About Us |
All Rights Reserved.