Create & Maintain
Your Investment Portfolio
Not With Random Chance
But With a Personalized,
Risk-Controlled Structure

 

 

Learn How to Build an Effective Investment Portfolio
That Reduces Risk While Allowing Your Profits to Run

If your portfolio seems to be at the utter mercy of the markets, like a cork bobbing on the ocean, then you need to find a better solution!

Click here for our FREE report

Managing your investment portfolio – especially when your financial security is at stake – should not be left up to chance.  All too often, though, investors allow their portfolio to either suffer from benign neglect or engage in hyper-trading.  Either approach can be devastating to your financial security.

There has to be a better way, right?

Traditional Solutions Are Being Seriously Challenged

The “traditional” solution is to diversify among stocks and bonds, domestic and foreign, large-cap and small-cap, etc.  Position limits are hopefully followed.  Perhaps a written investment policy or financial plan are created.

And then, out of the blue, calamity strikes as the market drops 20% in four months . . . while the daily news is filled with a constant barrage of financial Armageddon.

It’s at times like this – extreme stress – that you are most susceptible to “caving in”, abandoning your plan and making decisions that you are likely to regret later on.

And, in fact, that’s exactly what many investors do.

And when you react emotionally to such tension, that’s when you’re most liable to make huge mistakes.  We call it “seat-of-the-pants” investing.

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Over the years we’ve been asked to evaluate many investment portfolios.  While “good” investments were initially chosen, unfortunately, all too often, we see evidence that risk management was never deployed and followed.

Learn How to Avoid These Common Situations

For example . . . .

Let’s say that you originally purchased ABC stock at $10 per share.  Over a period of time, it hits a high-water mark of $20 (say, a month ago) but today, it’s trading at $18.

Two thoughts at this point:

1. Regret.  As in “gee, I could have sold ABC last month at $20 but I didn’t.”  As they say,” coulda, woulda, shoulda.”  It’s just human nature; nothing can be done about past history.
2. Next thought, and perhaps more importantly: “What’s the next move?”  Is ABC on its way back to $20 – or is it on its way down to some lower price?  Like maybe $15, or maybe all the way back to $10?  Or worse yet, maybe to under $10?

How do you know?

You don’t.

Our FREE report will show you how to handle a situation like this.  Click here to immediately download our special report The "Carrot & Stick" System For Taming Your Investment Wealth.  There is absolutely no obligation.

Let’s take another (all too common) situation . . . .

A “conservative” mutual fund was originally purchased at $25 per share.  Unfortunately, you invested your entire IRA into this one fund – and it starts declining from almost the day it was purchased.  And now, some ten months later, it’s priced at just slightly over $20.

What to do?

And worse yet, what if this “conservative” mutual fund is on its way down to, say, $15?  That would be a decline of 40% - clearly not a tolerable situation.

Obviously, this is not the way to build retirement wealth!

Download this FREE report to learn how to handle a difficult situation like this one.  Click here.

For the examples we’ve discussed above, it’s obvious that what’s missing is some mechanism that controls the downside risk but still captures and retains a significant share of the profits.

With over three decades of investment experience, Gene has written a 47-page special report:  The "Carrot & Stick System For Taming Your Investment Wealth.  You will learn a detailed series of steps that almost any investor can incorporate into their own investment discipline.  This report is normally a $39 value but for a limited time, you can receive it for FREE.   Click here to gain immediate access.

Here’s What You Need to Know

In our special FREE report, you’ll learn about:

• Designing your “perfect” portfolio
• How to use assumptions to “predict” potential outcomes
• Position limits and their function
• How to limit downside risk
• A simple method for letting profits run – and how to retain them
Smart investors and traders have been using these techniques and secrets for years.  Don’t leave your financial future at the mercy of happenstance and serendipity!  Put some order into it NOW by controlling downside risk – while still letting your profits grow.

Your financial security is at stake here, so don’t delay another second!

Click here for your FREE special report The Carrot & Stick System For Taming Your Investment Wealth.  There is absolutely no obligation.