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This web site is designed to show the return of investing in the stock market following the most reliable method we were able to find after a long research. All the trades listed on this page are trades executed by us in a real portfolio using a brokerage account.

 

Why we started investing in the stock market?

Being frustrated by the statistics that show that the vast majority of the mutual funds underperform a broad index such as S&P500, we started looking for proven ways to consistently outperform the average.

 

How we pick the stocks?

We researched strategies used by legendary investors such as Benjamin Graham, Warren Buffet, Peter Lynch, Fisher, O’Neil and many others, as well as different valuation models and decided to use a method that was described by Martin Zweig in his book “Winning on Wall Street”.

As you can see from the below table, this method does not require a heavy volume of trading and the average holding period is well over one month.

In the tables below are listed all the trades we execute regardless weather they are making or losing money.

 

A similar trade selection method was followed since 1998 by American Association of Individual Investors (AAII) with these results:

 

 

All our closed positions since we started using this method in May 2007

Ticker

Date bought

Date sold

% gain or loss

CHD

03.12.2007

05.18.2007

+1.3

GRMN

02.26.2007

08.14.2007

+61.9

ACO

02.15.2007

08.20.2007

+2.5

MS

08.09.2007

09.19.2007

+7.8

HRS

06.11.2007

09.24.2007

+8.6

CVS

09.04.2007

11.29.2007

+4.9

DKS

07.30.2007

12.04.2007

+10.0

APH

11.19.2007

04.18.2008

+8.8

ORCL

01.22.2008

04.23.2008

+6.4

AMED

12.03.2007

04.30.2008

+15.82

ESL

04.14.2008

05.30.2008

+11.82

PETS

06.16.2008

06.28.2008

+13.00

HOMB

05.19.2008

09.02.2008

+12.57

AMED

09.16.2008

10.17.2008

+14.26

 

 

 

 

 

All our open positions as of Nov 1st 2008

Ticker

Date bought

Date sold

% gain or loss

FCFS

07.09.2007

N/A

-33.98

UTX

11.19.2007

N/A

            -25.38

MTW

05.12.2008

N/A

            -76.46

MANH

06.09.2008

N/A

            -34.40

GPN

08.25.2008

N/A

            -14.11

NIHD

08.25.2008

N/A

            -49.71

SUNH

09.02.2008

N/A

-34.01

 

 

 

 

 

Contact: admin@financialmarketresearch.net