We employ a straightforward five-step process to seek out strength and manage risk in the market. Our goal is to eliminate excessive market noise, remove the influence of emotion and keep things simple.
Step 1: Market Analysis
We evaluate the broad market to determine whether it is supporting higher prices.
Step 2: Sector Analysis
If the market is supporting higher prices, we drill down to determine which specific sectors are driving prices up.
Step 3: Fundamental Analysis
Then, we select an inventory of stocks deemed fundamentally sound from the best-performing sectors.
Step 4: Technical Research
From that inventory, we choose those investments that are technically sound and controlled by demand.
Step 5: Risk Management and Follow-Up
Finally, each of the investments in a portfolio is updated daily so that we can monitor changes in the supply/demand relationship and notify you of opportunities, as well as potential concerns.