Welcome To My Stock Market Model!

I'm a Chartered Financial Analyst (retired) 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 three major factors to guide me in my stock market allocation decisions.  Specifically, the model provides, on a weekly basis, the stocks I am using and how I am using timing to maximize return while minimizing risk.
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 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

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 arbiter 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.
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Annualized Results 01/01/2000 - 12/31/2019 :
Stock Market Model (Hedged during down earnings).........+41.92% 
Stock Market Model (Unhedged)......................................+40.38%
Russell 2000.......................................................................+7.60% 
S & P 500..........................................................................+5.97%
(While there is not much difference in hedged annual returns,  drawdown when hedged was -24.55% compared to over 50% for the S&P 500 and the Russell 2000)

Year to Date Through 2/21/2020 (no hedging):
Stock Market Model ..........................................................+2.39%
Russell 2000..........………..................................................+1.79%
S & P 500.............................................…..........................+3.61%

The results presented above include income for all portfolios.

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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 2013-2020.
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