The MCIM methodology combines risk minimization, asset allocation, equity trading, investment grade value stock investing, and base income generation in an environment whose time frame recognizes and embraces the reality of cycles.
Click the link below to view two charts that illustrate how easy it would have been to outperform Wall Street since December 2007:
The Raw Power of Market Cycle Investment Management
http://www.sancoservices.com/Sanco/ThePowerofMarketCycleInvestmentManagement.htm
Unlike Modern Portfolio Theory, MCIM deals with the cyclical reality of markets and thrives on their natural volatility. The process is not confused by directional changes, it is prepared for them.
Free MCIM and Income Investing webinars are scheduled every other month.
MCIM portfolios have two components --- an Equity "bucket" containing Investment Grade Value Stocks and an income "bucket" comprised primarily of Closed End Income Funds. Only 348 NYSE companies qualify for trading within the equity bucket. They are considered for purchase when down 20% or more from their 52 week highs; they are sold at net/net 7% to 10% profits ASAP, and as frequently as the market allows.
The "Peak to Peak " chart shows how the Investment Grade Value Stock Index has outperformed the S & P 500 over the past 5 years; so has the index of closed end funds (the WCMSI).
But while most methodologies complain and prognosticate as volatile markets move up and down --- seemingly going nowhere --- MCIM managers buy the best companies on the planet as they move lower, sell them when they move higher, and are always prepared to repeat the process as often as possible.
This same process has been applied to every market gyration, small and large, since its development by Steve Selengut in the early 1970s. Not even a blundering Congress was able to de-rail its climb to new all time highs from the depths of the recent financial crisis.
Think about how the MCIM profit taking machine would have been prepared to take advantage of the 1987 "crash", and disciplined enough to dive right in to take advantage of the bargains. Think about how an approach who's SOP credo is "IGVSI only, No NASDAQ, No IPOs, No Mutual Funds" would have breezed through the dot.com debacle totally unscathed.
Think about what you've been missing.
The "Income ETFs vs. Tax Free CEF Managed Portfolios" chart shows the "rest of the story". Passive income index funds have been "flat" since their introduction;income CEFS (even the tax free variety) have been more volatile.
They also have been the most consistent performing growth sector in the "quality" investment marketplace since the IGVSI established new all time high ground in April of 2011 (from the top chart). The chart shows how the actively-as-possible traded tax free segment could have produced exceptional growth in market values while producing tax free cash flow in excess of 6% --- for the past five years.
We're not quite done yet. Consider this:
What if your portfolio contained only investment grade value stocks, the group that outperformed the S & P consistently through every recent and historically significant gyration? AND, as an MCIM manager, you purchased while the market fell and sold as the profits showed the whites of their eyes? Hmmmm.
What if at least 30% of your portfolio was invested in high quality closed end funds paying an average from 6% through 8% per year, in easily tradeable form, while significantly outperforming all equity indices throughout recent memory.
What's in your portfolio!
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