Making Money In a Supercycle Bear Market Without Margin Or Trading Or Paying Commissions
Stock-Markets / Investing Oct 02, 2007 - 12:29 AM GMT
If you are a money manager, or professionally advise investors, you may be interested in a market commentary showing some of our latest economic reasoning, which an investment advisor client of ours has been using to make money for their managed accounts during this Supercycle Bear Market – and with extremely low downside volatility.
For example, since the stock market top on March 24, 2000 each of their clients has double-digit gains without any interim drawdown exceeding 10% -- with drawdown measured on a daily (not monthly) basis!
The 24-page report is available on request to members of our private e-mail list. To join, simply send an email .
See the chart below of a simple buy-and-hold portfolio (no interim rebalancing) using our recommendations of eight years ago for four mutual funds implementing our continuously bullish positions on bonds (VBLTX) and gold (VGPMX) and bearish positions on the US dollar (ICPHX) and stock market (RYAIX) through today, Sep 24, 2007. Based upon balancing their relative volatility, the initial allocations were assumed to be 25%, 10%, 40% and 25%, respectively.
By Bob Bronson
Bronson Capital Markets Research
bob@bronsons.com
Copyright © 2007 Bob Bronson. All Rights Reserved
Bob Bronson 's 40-year career in the financial services industry has spanned investment research, portfolio management, financial planning, due diligence, syndication, and consulting. At age 23, he and his partner founded an investment research firm for institutional clients and were among the first to use mainframe computers for investment research, especially in the areas of alpha-beta analysis and risk-adjusted relative strength stock selection. Since 1967, he has served as an investment strategist and consultant to various investment advisory firms and is the principal of Bronson Capital Markets Research. If you wish to read more, read his BIO
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