Our Services on Good Times and Bad Time

What we do?

If you are do-it-yourself US stock market investors, specially self-directing IRA investors, but are not satisfied with your own investment result or are not satisfied with your current investment advisors, we are here to help you.

We want to share our investment experience with you, want to help you to achieve above average return for your money to invest into US stock market, no matter market is up or down, with the objective to gain your financial freedom and to have a peaceful retirement life.

Here is what we do:

We provide a set of timely designed Portfolios, which consist of carefully selected stocks, to you. We believe that those stocks will outperform the market by a big margin in the long run. Our portfolio currently consists of three sub-Portfolios:

• $5K Portfolio – This Portfolio is aimed at small investors, who have only few thousands of dollars to start investing but want to accumulate enough money in the long run for their retirement. Our target is to achieve 70%-plus annualized return and grow the money from $5,000 to $50,000 in four years or less. The Portfolio will reset to $5,000 after every four year run.

• Core Portfolio – The Portfolio will start with $200,000 and we want to grow it into one million dollars in four years or less. The Portfolio will use both Buy-and-Hold and Swing Trade investment strategies and try to achieve 70%-plus annualized return. The Portfolio will reset to $200k once it reached our one million dollar mark.

• Short Term Portfolio – This Portfolio is for active investors who have time to manage their accounts during market hours. We want to take the advantage of small changes in the stock movement and maximize the profit potential. Day trades are possible. Our target is to make 200%-plus yearly return under this Portfolio. The Portfolio will start with $100,000 and set back after one year run.

To be successful in investing in US stock market, first you have to identify undervalued stocks, not overvalued stocks to buy. Many times, popular stocks often make shares outrageously expensive, leaving even good companies vulnerable to painful downturns. You are bound to lose if you chase overvalued stocks.

Second, you have to be a patient investor. You have to wait patiently for your beloved stock price to drop to an acceptable level (good value) before buying, and you have to hold the stocks patiently for big gains. Lack of patience is the main reason for the investment failure.

We think that we can help you in both ways. We can help you to identify undervalued stocks to own and we can help you to hold those stocks patiently to achieve good long term returns.

We will not only identify which stocks to buy and sell, we will also let you know at what price to own the stock and to take profit.

All of our buying/selling suggestions will be sent through e-mails one day before we take actual actions, giving you enough time to do your own research.

Of course, our Portfolio is only our suggestion. You don't have to follow us completely. We strongly suggest that you do your own DD before buying any stock in the Portfolio. We have heard many times that some of our members did much better jobs than what we did.

Click here to try our service or start our one month special trial

What we have done?

Investment is not an easy game. You may be very disappointed if you invested in mutual funds or followed the major market indexes in last ten years wishing to achieve the expected +10% long term annualized return.

From August 1, 2001 to July 30, 2010, for the whole nine years, the market indexes gave you total returns of +4.05% (NASDAQ), -14.90% (S&P500) and -13.44% (DJ 30) respectively. This is even less than bank's Certified Deposit interest return (CD's).

Our professional team, lead by our award winning Investment Strategist Dr. James Shaw, winner of MSN 1st million dollar investment contest, has made consistent investment returns over the years under all market conditions. This is achieved by our countless hours of hard work.

Here is how we performed: our annualized return is +75.72% and our total return is +15,970.50% from 2001-08 to 2010-07 (click here to see our month-by-month performance).

The recent biggest bear market started from December 2007 and reached the low at around the end of February 2009. During this period, market lost about half of their values. Among them, S&P500 lost -46.91% , NASDAQ lost -48.22% and Dow John 30 lost -47.18%. But our Portfolio gained +72.51%.

We started our new Core Portfolio and Short Term Portfolio on February 1, 2009 and they gained +90.41% and +497.87% respectively in one year while the S&P 500 gained only +30.03% in the same one year period.

Our Portfolio returned one big winner followed by another one each and every month during this difficult period of time. In fact, the biggest winner came from the worst month the market performed: that is, +330.67% returns in 5 days on FRE during Sept 2008 after US government took over this troubled mortgage company.

Followings are some of our winners since recession started from December 2007:

2010

Apr - ABK +103.70%, CELM +100.61%, FRE +33.33%, RAS +29.38%, AIB +25.82%, AMD +17.55%, SU +16.33%, ...
Mar - PMI 116.60%, PACR 27.72%, PARD 25%, GNK 18.15%, LCC 12.95%,...
Feb - RAS 65.06%, PLD 54.65%, ELN 36.94%, SIRI 22.63%, AZK 10.11%, ...
Jan - LCC 66.78%, RDN 57.41%, STEC 42.43%, MTG 29.81%, MBI 26.41%, CBC 23.46%, CT 22.91%, FLR 20.54%...

2009

Dec - YGE 42.39%, MNI 36.73%, STEC 22.40%, HOV 21.31%, ACAS 17.03%, JASO 12.21%, HILL 10.74%, ...
Nov - SANM 68.67%, HTCH 49.01%, SUN 20.53%, GE 15.82%, CT 15.13%, DRYS 14.29%, MGH 13.00%...
Oct - GCI 211.32%, MNI 208.93%, BEE 66.67%, LCC 41.61%, DYAX38.03%, LEE 24.48%, RTK 22.95%,...
Sep - BEE 104.55%, HTCH 54.73%, SANM 53.21%, NCOC 50.05%,...
Aug - NCS 116.31%, AIG 114.13%, RTK 109.84%, GCI 104.24%, KFN 100.00%, SAY 51.93%, DAN 37.38%...
Jul - MNI 108.04%, LEARQ 30.60%, YRCW 24.09%,...
Jun - SVA 54.84%, GFG 46.28%, GRT 29.97%, FEED 28.84%, JASO 28.51%, REGN 24.89%, CROX 22.15%,...
May - CT 56.32%, YRCW 40.73%, CIT 39.04%, ANR 38.87%, GCI 38.06%, GPK 31.67%, ELN 23.91%,...
Apr - LCC 35.66%, RDN 28.24%, SHO 23.71%, NCS 22.86%, CDR 20.45%, SAH 20.00%, DRYS 19.46%,..
Mar - JAVA 77.87%, UAUA 38.74%, ELN 31.40%, AMR 27.94%, BAC 19.40%, MTL 15.38%, MEE 12.05%..
Feb - MTL 66.22%, CHK 19.07%, NOA 14.98%, ...
Jan - PLLL 65.84%, LSE 55.17%, GIFI 48.34%, ALY 40.15%, CAL 39.49%, SOLR 39.00%, AMD 34.01%,...

2008

Dec - PLD 49.54%, NM 29.10%, CAL 28.32%, SONC 22.43%, TRW 20.24%,...
Nov - MTG 94.12%, MTG 58.62%, TSL 39.70%, ABK 37.55%, AUY 23.84%, SOL 21.04%,...
Oct - APWR 89.41%, JASO 33.53%, FRE 32.00%, LDK 23.67%, AIG 23.38%, BIDZ 24.52%, SCA 14.46%,...
Sep - FRE 330.67% ABK 41.75%, NOBL 40.32%, RDN 39.54%, FRE, 28.38%, AMD 26.16%, DAL 12.94%,..
Aug - SOLF 18.81%, TSL 15.04%, RDN 15.00%, LZ 14.74%,...
Jul - REGN 29.00%, NWA 23.20%, EMKR 14.96%,...
Jun - KLIC 29.24%, AZZ 16.18%, NWA 15.38%,..
May - SOLF 35.90%, GFA 26.85%, UBSI 23.91%, TRW 17.08%, SIMO 13.93%, ...
Apr - XFML 37.85%, EXM 19.27%, AU 16.03%, LDK 11.60%, NWA 10.44%, SSTI 10.38%,...
Mar - SOLF 37.85%, SOLF 20.60%, XMSR 12.30%, ...
Feb - LSI 30.55%, GRS 20.32%, NM 11.44%, ...

2007

Dec - SOL +128%, LDK 53.32%, CSUN 76.91%, YGE 41.57%, HOKU 33.07%, SCON 37.12%, AAPL 17.90%

 

What is Our Investment Strategy?

We strongly believe that the only way to achieve long term investment success is to have innovative investment strategies. There is no fixed strategy. The investment strategy has to keep pace with rapid changes of market conditions.

Since its inception in July 2001, our investment has been buy-and-hold. We identify undervalued stocks and buy it for long term gains. We never set stop losses as long as our view on the stock we selected does not change. Instead, we may double or triple our positions if stocks went down further after our initial buy. We have achieved over 70% of annualized return using this strategy.

But buy-and-hold does not work in bear market. In big bear market, you may lose 80% - 90% of your investment if you buy-and-hold. Short-and-hold may be the best strategy.

Because we cannot short stocks as our Portfolio is mainly for IRA investors and IRA investment accounts cannot short stocks, we have to make changes to meet the challenges ahead of us.

Here is what we have done since bear market started in December 2007:

  • We took a quick action and closed all of our positions between December 31, 2007 and early January 2008. Hold 100% in cash in the next 30 days and avoided the first big crash in the market place.

  • Our professional team worked very hard to have developed a new short term investment strategy, called 5day3percent system. That is, we want to identify beaten down stocks, which may bounce back 3% or more within 5 days and make quick profits from their bounce back.

  • We started a new $100k Short Term Portfolio trial on March 28, 2008 using this system and posted all of our buying/selling's on our blog in real-time. The trial lasted 9 months and the result has been remarkable.

    From 03/28/2008 to 01/21/2009, we have turned $100k seed money into $1,055.000, a total return of over 950%. Click to see the week-by-week performance and all trading records of our trial Short Term Portfolio.

  • We reduced our explore to the US stock market. We only invested about 50% of our cash most of time in 2008. While we still buy-and-hold stocks, we did many short term trades using our short term trading strategy.

In the investment world, no strategy is the best one. There will always be better ones.

Changes we have. We will continue working hard to develop new better investment strategies to meet the challenges from the changing world.

 


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