The Strategic Investing Portfolios
Important Caution
Strategic Investing is not a financial advisory service.
Strategic Investing is designed to enable potential investors to learn how
we trade and to apply those techniques which they discover to suit their
own situation at their own risk.
The Conservative Portfolio
When Strategic Investing began, our investment strategy was developed
for an investor who desired to control their own
investments. Strategic Investing focused attention on stocks that had
earnings, institutional backing and high relative strengths.
In today's market environment, this portfolio remains committed to
asset safety while investing in those few stocks which show outstanding
performance. Since March 17, 2000, when the portfolio sold all of its stocks,
the portfolio has rarely been invested more than 40% in equities and has
often been less than 10%. Asset preservation has been the primary
determinant on the amount of risk taken.
Almost every day, the market is screened for new stocks
making the Strategic Investing filters. At the beginning of each year the portfolio
is started with $150,000. The portfolio will be limited to 10 stocks at
any one time.
When a new stock meets the Strategic Investing filter, it will be added to the
Stock Watch List the next morning. However, meeting the filter
criteria does not automatically put the stock into the Conservative
portfolio. The maximum number of stocks to be held
in the portfolio are 10. If that number is exceeded, we will select the
stocks to keep based upon my judgment. All the other Strategic
Investing selling rules will apply.
The Conservative Portfolio does not short stocks
except in the QQQ's and/or SPY ETF's nor does it use
options and/or margin. When few stocks make the Strategic Investing
Conservative Portfolio filters, we can invest up to 25% of the
Conservative Portfolio in either the QQQ's and/or the SPY ETF's to
take advantage of the market's trend. Free cash is invested in money market funds and/or
Treasury bills.
The Precious Metals Portfolio
The Precious Metals Portfolio, formerly the Gold portfolio, was initiated in May 2001 in response
to subscribers requests. The value of the shares are up since that
time. However, this portfolio does not subscribe to the same rules
that guide the Conservative portfolio.
The Precious Metals Portfolio is a long-term
play against the value of the American dollar and the supply/demand
equation for gold, silver, and platinum silver bullion. As such, we are willing to take
additional risk in the portfolio. However, our stock selections are
focused on those stocks which have a degree of liquidity and have not
hedged their future production to a significant degree.
Positions are based more upon fundamental factors rather than technical
market indications. The Precious Metals Portfolio may short stocks and/or use
options and margin. Further, stocks with a significant degree of political risk
are avoided.
The Aggressive Portfolio
The Aggressive portfolio was initiated in May 2002 and its
investment strategy is very different from either the Conservative or Gold
portfolios.
The Aggressive portfolio takes advantage of market momentum
and utilizes industry sector analysis as well as relative value analysis
to take positions. The Aggressive portfolio will swing trade and can
be either long or short and also use options and/or margin.
While the Strategic Investing selling rules are used as guidelines, other factors
may decide when we buy or sell a stock in this portfolio.
The former ETF portfolio is now incorporated in the Aggressive portfolio.
It trades two positions ... the QQQ's and SPY's and the trading signals are
based on the 8x20 Moving Average Crossovers of the NASDAQ Composite and the
S&P 500.
All rights reserved © 2001 - 2022 Adrich Corporation
Last updated - January 14, 2014
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