Welcome To My Stock Market Model!

I'm a Chartered Financial Analyst with about 45 years of experience in the investment business.  I've worked for bank trust departments, investment counseling organizations and mutual fund management companies.  I've written for realmoney.com in the past.
In an effort to help investors achieve better results in their own portfolios by adopting a more quantitatively based investment strategy, I have developed a model that uses four major factors to guide me in my stock market allocation decisions.  Specifically, the model provides, on a weekly basis, the optimum exposure to the stock market in percentage terms.  It produces long and short allocation guidelines. 
While this approach is not for everyone, I believe it provides a good starting point for making stock market allocation decisions within each individual's risk preference guidelines.  I should stress that I am semi-retired myself and try to make my approach one that has a low tolerance for risk.
Please read an explanation of my model on the "Model Fundamentals" page.  I will be updating the model on the "Blog" page - usually every week on the weekend.

About Performance

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No matter how good a stock market model looks on paper and even though the factors that make up that model are reasonable and intuitive, the final arbitor of whether or not it is worth using is the performance of that model.  At this point, the performance of my model has been achieved mostly in backtest and I present those results below.  I will be showing real time results during 2013. 

Stock Market Model (7/1/03 - 12/31/12)............................+ 259%
Stock Market Model (No Shorting)(7/1/03 - 12/31/12).......+200%
S&P 500 (7/1/03- 12/31/12).................................................+ 46%

Results below are through 5/17/2013:
Stock Market Model Since 1/1/2013..................................+9.25%
Real Money Portfolio Since 1/1/2013..............................+10.57%
S & P 500 Since 1/1/2013.................................................+16.92%
The results presented above do not include income for the model or the S & P 500.
Disclaimer - Past performance is no  guarantee of future  results. Interested parties should be aware of the risks  associated with stock  market investing and should not assume that future investment activity utilized  here will be profitable. The principal of WallStreetModel.com may own any stocks  mentioned on this web site and he may buy or sell these securities at any time  with no previous notice. Copyright 2013.
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