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InvestExplore.com - InvesTrak E-Newsletter Strategies

Strategies

InvesTrak - E-Newsletter - Strategies

InvesTrak E-Newsletter presently tracks 5 unique strategies for self-directed investors to benefit from. Self-directed investors now have an excellent framework to manage their own portfolios with these tactical and strategic approaches.

Strategies - Usage Guidelines

StrategyShort DescriptionSuitability/Application
MCAPEQUITY-MOMENTUM-TACTICALShort Term - 4 MonthsSuitable for position traders who are willing to take higher risks in individual stocks.
MCAPETF-MOMENTUM-TACTICALShort Term - 4 MonthsSuitable for short term investors and position traders who are willing to take some risk seeking returns above S&P 500.
MCAPEQUITY-ACTIVE-STRATEGICLong Term - 1+ YearsSuitable for truly long term investors who actively invest in quality stocks, willing to take more risks for a solid return on investment.
MCAPETF-PASSIVE-STRATEGICLong Term - 10+ YearsSuitable for truly long term investors who believe in asset allocation with a view to seeking balanced, risk adjusted returns.
MCAPEQUITY-GROWTHINCOME-TACTICALLong Term - 1+ YearsSuitable for long term less risk averse investors willing to allocate a portion of portfolio for income and growth in strong individual stocks .

Self-directed investors can also perform more independent research to see if these strategies are suitable for their portfolios based on their risk tolerance.

Description of Strategies

Short Term Active STOCK Investing Using Momentum (MCAPEQUITY-MOMENTUM-TACTICAL)

  • This strategy's approach is to take equal weighted positions in InvesTrak E-Newsletter Monthly Stock Ideas and hold them for at most 120 days and exit.
  • Risk Management Stop Loss is to occur at 8%.
  • Since November 3rd, 2017 this strategy has been tracked and the average per position gain has been approximately 15.69% in 4 months (as of September 18th, 2020).
  • To see the latest stock picks for this strategy,please login and check out the Monthly Ideas section of our latest edition of InvesTrak E-Newsletter.


Short Term Active ETF Investing Using Momentum (MCAPETF-MOMENTUM-TACTICAL)

  • This strategy's approach is to take equal weighted positions in selected InvesTrak E-Newsletter ETF Watch List securities and hold them for at most 120 days and exit.
  • Risk Management Stop Loss is to occur at 6%.
  • Since November 3rd, 2017 this strategy has been tracked and the average per position gain has been approximately 10.25% in 4 months (as of September 18th, 2020).
  • To see the latest ETF picks for this strategy,please login and check out the ETF Watch List section of our latest edition of InvesTrak E-Newsletter.


Long Term Active STOCK Investing (MCAPEQUITY-ACTIVE-STRATEGIC)

  • This strategy's approach is to take equal weighted positions in InvesTrak E-Newsletter Monthly Stock Ideas and hold them for at least 18-months and exit.
  • Risk Management Stop Loss is dependent on the investor's risk tolerance level and the quality of stock selected as strategy is long term oriented.
  • Since November 3rd, 2017 this strategy has been tracked and the average per position gain has been approximately 32% in 18 months (as of September 18th, 2020).
  • To see the latest stock picks for this strategy,please login and check out the Monthly Ideas section of our latest edition of InvesTrak E-Newsletter.


Long Term (Strategic) Passive Investing Using ETFS (MCAPETF-PASSIVE-STRATEGIC)



Short Term Income and Growth Investing Using STOCKS (MCAPEQUITY-GROWTHINCOME-TACTICAL)

  • This strategy aims to boost income in a portfolio for those self-directed investors who are in need of an income source from their portfolio.
  • Strategy takes equal weighted positions in a select basket of 6 fundamentally strong stocks with excellent balance sheet strength providing respectable dividend and also opportunities for growth.
  • Strategy is designed to be tactical (for one year) to receive the targeted income but positions can be held for a longer duration as long as income and growth objectives are met.
  • An Income Yield of 3% to 5% is the desired objective and Capital Appreciation performance is variable and can be calculated only at the end of the holding period.
  • Strategy is new and introduced in Investrak - E-Newsletter in May 2020 edition.
  • To see the latest 6-stock basket for this strategy,please login and check out the Monthly Diversified Growth & Income Basket section of our latest edition of InvesTrak E-Newsletter.


A subscription to InvesTrak - E-Newsletter is all you need to get started on these effective strategies immediately. Don't wait and start your subscription today!