Little do many people know, the stock market is up 9% over the last 12 months. If you don't look at the market and manage it every day like we do, with all the negative news and general malaise out there, you'd be forgiven for thinking that the stock market is the last place that you would want to park your money.
But as Julia Roberts' character in Pretty Woman said to a fancy boutique clerk that had snubbed her in her store earlier in the day - "Big Mistake!".
Most investors have left the stock market due to fear. This exodus is happening when treasury bills yield less than 1% and money market funds yield even less. Those returns are not going to meet your savings' goals.
Our tactical allocation approach to buying ValueAligned® companies has yielded +17% over the last 12 months - even better than the stock market. As you can see from the graph above we have suffered along with the market lately, but we are still up nearly +8% over the index.
On September 8 we put out this post (Click Here) that said it was time to BUY stocks now. Since then the market is up but you have not missed the move yet.
The reward to risk ratio over the next 18 months is about 20% up to only 5% down - that's 4-1, about as good as it gets.
What to do? Put money into the stock market now - If you don't know how to do it call me and we'll do it for you. It's easy to open an account over the phone and our broker Folio Institutional will transfer an account from another broker - without you doing much of anything.
CALL ME NOW 732-800-2375
Berk
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