How we select investments to buy or sell.
Our service is focused upon the management of Stocks, Bonds and Exchange Traded Funds, Listed on a Recognized Exchange.
The “buy” decision is a process which enables us to rank all of the stocks on the market, both the general market and specific industry groups by each company’s fundamental value, historic performance and potential investment return.
We believe the most important attribute of a company is the return on capital invested to operate the business. We combine the Return on Capital with the Earnings Yield, which is the reciprocal of the Price to Earnings ratio. By combining these two attributes, we are able to measure both the profitability of a company and the amount we are paying for those profits.
This approach enables us to rank every stock in the universe and focus our portfolios in the top 35 most attractive companies and industry groups.
To help us determine the best price of entry or sale; we monitor both the momentum and technical position of the opportunity. We also assess the appropriateness of balance sheet strength and leverage.
The above is a brief outline of how we combine the economic/investment environment with our stock selection process.
The “Sell” decision is executed with the same disciplines. If a company loses its position in the top 35, it is sold.
We hope this explanation effectively discloses the basics of our process and the disciplines we adhere to.
We would be pleased to provide additional information.
we offer a free GWealth review of your Portfolio
As a free service, we provide a comprehensive review of your existing portfolio.
We will provide a comparison disclosing how your portfolio is structured in relation to the market.
We will indentify the investment style being executed, the risk characteristics and a complete analysis of the investment attributes of your portfolio.
We will illustrate how your portfolio is or is not appropriate to your tolerance for risk and your objectives.