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Asset Allocation Based Performance Analysis - One
It matters not what lines, numbers, indices, or gurus you worship, you just can't know where the stock market is going or when it will change direction. Too much investor time and analytical effort is wasted trying to predict course corrections… even more is squandered comparing portfolio Market Values with a handful of unrelated indices and averages.
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| 2. |
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Purpose Based Asset Allocation: The Working Capital Model
Asset Allocation is an Investment Planning Tool, not an Investment Strategy. WCM facilitates long term, retirement income, investment planning by focusing on selection quality, issue diversification, and annual growth of both base income and invested capital. Neither market value nor the calendar year are perceived as relevant decision making criteria.
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| 3. |
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The Working Capital Model - Market Cycle Investment Management - Mentoring Program
Professional Investor/Manager Steve Selengut walks you through the Market Cycle Investment Management (MCIM) portfolio management process. He'll hold your hand, answer your questions, and do everything short of security selection as you learn how to run your portfolio.
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| 4. |
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The Working Capital Model - Part 3
I know of no other Investment Manager anywhere (other than those who have contacted me and obtained my consent), private or public, that uses the Working Capital Model to direct individual investor portfolios... certainly none of the major operators, who are dependent for their survival upon the whim of large others.
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| 5. |
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The Working Capital Model - Part 2
Cost Basis is the total amount paid for a security, any security, in the portfolio. The cost basis of a dollar of cash is $1. Cost Basis includes commissions and exchange fees, and will be reduced on occasion when returns of capital are distributed. Cost Basis is the very foundation of The Working Capital Model.
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| 6. |
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The Investment Grade Value Stock Index - Continued
The IGVSI was developed in December of 2007 to provide a benchmark for the Equity portion of MCIM portfolios managed using Working Capital Model (WCM) disciplines. For more than ten years, Investment Grade Value Stock investors had been frustrated by the inadequacies of the DJIA and the NYSE indices. During that period. NYSE Issue Breadth and New High vs. New Low Statistics moved in different directions than the averages, nearly all of the time.
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| 7. |
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Wall Street Wisdom vs. Market Cycle Investment Management
Corrections are as much a part of the normal Market Cycle as rallies, and they can be brought about by either bad news or good news. Investors always over-analyze when prices become weak and over-indulge when prices are high, thus perpetuating the buy high, sell low Wall Street lunacy.
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| 8. |
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The Art of Investing: Working Capital Model based Asset Allocation
This method of looking at things will get you where you want to be without the hype that Wall Street uses to create unproductive transactions, foolish speculations, and incurable dissatisfaction. It provides a valid use for portfolio Market Value, but far from the judgmental nature Wall Street would like. It's use in this model, as both an expectation clarifier and an action indicator for the portfolio manager on a personal level, should illuminate your light bulb.
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| 9. |
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Investment Performance Evaluation Re-Evaluated: Part One (April 2009)
The Working Capital Model (WCM) looks at investment performance differently, less emotionally, and without a whole lot of concern for short-term market value movements. Market value performance evaluation techniques are only used to analyze peak-to-peak market cycle movements over significant time periods. In the WCM, market value is used as an expectation clarifier and an action indicator for the portfolio manager.
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| 10. |
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Sanco Services' Investment Management Fee Schedule
Sanco Services' Fee Schedule (below) includes Investment Management Fees Only. Clients may have some options with respect to how commissions are handled--- either by transaction or (if eligible) through a flat annual fee. Fees are deducted directly from the investment account.
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| 11. |
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Investment Performance Evaluation Re-Evaluated: Part Two (April 2009)
The Working Capital Model (WCM) looks at investment performance differently, less emotionally, and without a whole lot of concern for short-term market value movements. Market value performance evaluation techniques are only used to analyze peak-to-peak market cycle movements over significant time periods. In the WCM, market value is used as an expectation clarifier and an action indicator for the portfolio manager.
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| 12. |
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A Preemptive, Timeless, Portfolio Protection Strategy
Both Market Cycle Investment Management and The Working Capital Model were nearly ten years old when the robust 1987 rally became the dreaded Black Monday, (computer loop?) correction on October 19th. Sudden and sharp, that 50% or so correction proved the applicability of a methodology that had fared well in earlier minor downturns.
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| 13. |
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Golf and Investing: Working The Ball
The Working Capital Model is a boring, conservative methodology for lowering the slope rating of the most diabolical wealth accumulation courses. Market hazards are avoided with reasonable expectations, and retirement approach shots that grow the annual income chip by chip, throughout the wealth accumulation period.
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| 14. |
Bookmarks:
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The Total Return Shell Game
Just what is this total return thing that income portfolio managers like to talk about, and that Wall Street uses as the performance hoop that all Investment Managers have to jump through? Why is it mostly just smoke and mirrors? Here's the formula:
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| 15. |
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Working Capital Model ~ Market Cycle Investment Management Performance
In the longer term scheme of things, a well defined, well organized, and quality based investment model will just naturally out-perform those that are not similarly constructed --- it's getting to that level of management expertise that is the issue.
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| 16. |
Bookmarks:
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Investment IQ Test
The Investment IQ Test is designed to gauge your understanding of the concepts and strategies needed to productively manage your portfolio in today's much too complex market environment. Naturally, it is based on Market Cycle Investment Management Methodology and the Working Capital Model operating system.
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| 17. |
Bookmarks: 0 |
Working Capital Model ~ Market Cycle Investment Management Performance
A well defined, well organized, and quality based investment model will just naturally out-perform those that are not similarly constructed --- it's getting to that level of management expertise that is the issue.
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| 18. |
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Investment Performance and The Working Capital Model (March, 2008)
The Working Capital Model (WCM) approach to portfolio performance evaluation eliminates the tears and fears because it is based on more than the current market value illusion of wealth--- a number that won't sit still long enough to ever be meaningful. Market value, within the WCM, is used only to determine what to buy and/or when to take profits.
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| 19. |
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Who Created The Financial Crisis And Why (March 2009)
The arrogance of the financial institutions, the mad scientists they employ to manipulate the rules and rule makers, and the Emperor's New Clothes (trust me they're safe) marketing tactics they employ really do need to be regulated--- by the government, sure; by corporate boards of directors, absolutely. In a Working Capital Model world, there would be no financial crisis.
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