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Portfolio Statistics |
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The Hedged Momentum Portfolio service points out a series of trades every month that should generate $300 to $1,250 each. The portfolio focuses on underlying stocks with a perceived pronounced momentum either up or down. All positions have a defined exit point to minimize potential losses and trades can succeed even if the positions go against us to a limited point. There will usually be four credit spread trades that should produce from $1,200 to $5,000 total. Since these are credit spreads, if the stock does not go against us there is no closing transaction. You get your money up front on the day of the initial trade. There is a defined exit point for trades that go against us and that trigger is built in to the trade to minimize potential losses. This is a great way see the types of trades that can build the cash position in your portfolio and have a minimal defined maximum loss.
Relative Risk (1-10 -> 1 = Highest risk): 6
Capital Requirements: $25,000 to $40,000
Number of Trades Per Month: 3 to 4
Recent Holdings: FRX, NVDA, NOV, LEH
Target Holdings Period: Less Than 60 Days |
| Month |
Cash
Return |
%Return
for Month |
| January '05 |
$950 |
5.3% |
| February '05 |
$700 |
4.0% |
| March '05 |
($3,710) |
-20.4% |
| April '05 |
$2,000 |
11.1% |
| May '05 |
($1,550) |
-8.6% |
| June '05 |
$450 |
2.5% |
| July '05 |
$1,600 |
10.1% |
| August '05 |
($350) |
-2.7% |
| September '05 |
($1,450) |
-10.8% |
| October '05 |
$550 |
3.0% |
| November '05 |
$900 |
9.9% |
| December '05 |
$1,400 |
12.6% |
| January '06* |
$1,450 |
10.7% |
| February '06* |
$1,700 |
10.8% |
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| Return on Max. Capital Invested |
$4,640 |
12.2% |
*portfolio still open |
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The Sector Leaders Portfolio service points out a series of trades every month with the goal of generating at least a 10% return over about a 60 day period if the stock rises, stays flat, or even drops by few percentage points. This portfolio will target companies that are the leaders in their sectors. There are usually three to five debit spread trades and trades may be exited early if stocks move against our positions. Since these trades have an initial debit (amount you pay), that debit is the most you can lose on the trade. This is a great way to see the types of trades that can act as substitutes for holding stock. The idea is to take a hedged position in the stock without putting all the money out and make a nice return even if the stock does not move up. The strategy at the core of this portfolio should help you preserve capital, reduce risk, and make index beating returns.
Relative Risk (1-10 -> 1 = Highest risk): 4
Capital Requirements: $25,000 to $40,000
Number of Trades Per Month: 2 to 4
Recent Holdings: MRVL and COH
Target Holdings Period: Less Than 60 Days
Target Return: 10% |
| Month |
Cash
Return |
%Return
for Month |
| December '04 |
$1,400 |
12.6% |
| January '05 |
($350) |
-3.1% |
| February '05 |
$0 |
0 |
| March '05 |
($2,100) |
-18.9% |
| April '05 |
$50 |
0.3% |
| May '05 |
$1,650 |
10.4% |
| June '05 |
$2,300 |
13.0% |
| July '05 |
$1,550 |
11.5% |
| August '05 |
$1,400 |
10.3% |
| September '05 |
$1,200 |
10.7% |
| October '05 |
$1,250 |
11.1% |
| November '05 |
$2,300 |
10.1% |
| December '05* |
$1,900 |
12.2%** |
| January '06* |
$1,100 |
12.4%** |
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| Return on Max Capital Invested |
$13,650 |
35.4%** |
| 2004 Total |
$1,400 |
12.6% |
| 2005 Total |
$11,150 |
28.9%** |
| 2006 Total |
$1,100 |
12.4%** |
*portfolio still open
**Returns include current open positions and are subject to change. |
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The Hedged International Holdings Portfolio service points out a series of trades every month that should generate $300 to $1,250 each. The portfolio focuses on underlying stocks of companies with significant operations and/or revenue sources outside the United States. All positions have a defined exit point to minimize potential losses and trades can succeed even if the positions go against us against us by a limited amount. There will usually be four credit spread trades that should produce from $1,200 to $5,000 total. Since these are credit spreads, if the stock does not go against us there is no closing transaction. You get your money up front on the day of the initial trade. To minimize potential losses, a defined exit point is built into each trade in case the stock moves against us. This is a great way see the types of trades that can build the cash position in your portfolio and have a minimal defined maximum loss.
Relative Risk (1-10 -> 1 = Highest risk): 6
Capital Requirements: $25,000 to $40,000
Number of Trades Per Month: 3 to 4
Recent Holdings: GILD, AAPL and AET
Target Holdings Period: Less Than 60 Days
Target Return: 5% |
| Month |
Cash
Return |
%Return
for Month |
| February '05 |
$300 |
2.3% |
| March '05 |
($2,080) |
-15.8% |
| April '05 |
$250 |
1.6% |
| May '05 |
$1,300 |
11.6% |
| June '05 |
$1,400 |
12.6% |
| July '05 |
$1,550 |
11.5% |
| August '05 |
$1,350 |
10.0% |
| September '05 |
$1,600 |
11.9% |
| October '05 |
$1,100 |
9.8% |
| November '05 |
($1,950) |
-14.7% |
| December '05 |
$1,250 |
11.1% |
| January '06* |
$1,400 |
10.3%** |
| February '06* |
$850 |
12.8%** |
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| Return on Max Capital Invested |
$8,820 |
27.0% Return** |
*portfolio still open
**Returns include current open positions and are subject to change. |
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The REIT Winners Portfolio service points out a series of Real Estate Investment Trust (REIT) stock trades every month which based on our research, analysis and information sources will move either up or down. This portfolio focuses on stocks for domestic and international companies that deal with real estate holdings that range form single family homes to large mega shopping malls. Our goal is to hold these stocks for 60 days or less and make at least 5% profit. When the trades are entered a buy (or sell) price is provided along with trailing stops to automatically exit the trade when a profit objective is reached or when the stock has moved against us. With this method potential losses will be limited but profits may also be limited. Because we use both stock purchases and short sales, these trades are designed to generate profits in an up, down, or flat market.
Relative Risk (1-10 -> 1 = Highest risk): 7
Capital Requirements: $5,000 to $50,000
Number of Trades Per Month: 3 to 6
Recent Holdings: New Portfolio
Target Holdings Period: Less Than 60 Days
Target Return: 5% |
| Month |
Cash
Return |
%Return
for Month |
| October '04 |
$805.00 |
6.14% |
| November '04 |
$606.00 |
5.94% |
| December '04 |
($623.00) |
-5.0% |
| January '05 |
Open |
Open |
*portfolio still open |
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The Killer Portfolio service points out a series of stock trades every month which
based on our research, analysis and information sources will move either up or down.
Our goal is to hold the stocks for 60 days or less and make at least 5% profit.
When the trades are entered, a buy (or sell) price is provided along with trailing
stops to automatically exit the trade when a profit objective is reached or when
the stock has moved against us. With this method potential losses will be limited
but profits may also be limited. Because we use both stock purchases and short sales,
these trades are designed to generate profits in an up, down or flat market.
Relative Risk (1-10 -> 1 = Highest risk): 7
Capital Requirements: $5,000 to $50,000
Number of Trades Per Month: 3 to 6
Recent Holdings: HSY, HPQ, LMT
Target Holdings Period: Less Than 60 Days
Target Return: 5%
Target Maximum Loss limit: 6% |
| Month |
Cash
Return |
%Return
for Month |
July '04 |
($817.00) |
-5.2% |
August '04 |
$672.00 |
4.6% |
September '04 |
$660.00 |
3.8% |
October '04 |
$780.00 |
5.3% |
November '04 |
$1,083.00 |
6.0% |
December '04 |
$271.00 |
1.9% |
January '05 |
($507.00) |
-2.3% |
February '05 |
$788.00 |
4.4% |
March '05 |
($727.00) |
-2.9% |
April '05 |
($630.00) |
-6.9% |
May '05 |
($541.00) |
-1.9% |
June '05 |
$1,184.00 |
5.3% |
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Total |
$2,216.00 |
1% |
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The Mid to Large (and Back) Portfolio service points out a series of stock
trades every month which based on our research, analysis and information sources
will move either up or down. Our goal is to hold the stocks for 60 days or less
and make at least 5% profit. When the trades are entered, a buy (or sell) price
is provided along with trailing stops to automatically exit the trade when a
profit objective is reached or when the stock has moved against us. With this
method potential losses will be limited but profits may also be limited. Because
we use both stock purchases and short sales, these trades are designed to generate
profits in an up, down or flat market.
Relative Risk (1-10 -> 1= Highest risk): 7
Capital Requirements: $5,000 to $50,000
Number of Trades Per Month: 3 to 6
Recent Holdings: BOL, TE, SY
Target Holdings Period: Less Than 60 Days
Target Return: 5%
Target Maximum Loss limit: 6% |
| Month |
Cash
Return |
%Return
for Month |
July '04 |
$108.00 |
0.7 |
August '04 |
($393.00) |
-3.5% |
September '04 |
$414.00 |
2.2% |
October '04 |
($738.00) |
-5.5% |
November '04 |
$475.00 |
2.9% |
December '04 |
($1,190.00) |
-7.0% |
January '05 |
$227.00 |
1.1% |
February '05 |
$515.00 |
3.3% |
March '05 |
($1,018.00) |
-6.0% |
April '05 |
($909.00) |
-5.2% |
May '05* |
($62.00) |
-0.3% |
June '05* |
($13.00) |
-0.1% |
*portfolio still open |
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Autotrading Portfolios
You can autotrade all our portfolios with your broker. Auto-trading
allows you to quickly get into and out of Wall Street Secrets Plus portfolio trades even if you
are not in touch with current market conditions and watching our Portfolio web page.
Timely implementation of the Portfolio trades is vital since market conditions can change
rapidly. When you autotrade, Portfolio changes are sent directly to your broker where the
trades are entered.
For more information, check with your broker or contact us at
support@WallStreetSecretsPlus.com
Important Information, Explanations, and Warnings (READ THIS!)
A guy named Mr. Luther, our attorney, makes us put this stuff in so you
need to read every word. We've never really met the guy face to face but he keeps sending
us bills and he's done a good job keeping us and our subscribers out of trouble. Maybe if
we always do exactly what he says he will never have to visit us. We are plain scared of
him and it takes a lot to scare us.
As with any investment, historical results do not guarantee future
performance. The stock market is a risky place and can quickly move against you. See a
qualified financial planner for proper portfolio diversification and never risk any money
that you cannot afford to lose. Never put any money that you are not prepared to lose into
anything but a CD, US Savings Bond, or regular passbook bank account.
Portfolio results shown in this document are NOT audited. We make every
effort to ensure the reporting accuracy but we do not have a CPA on our staff and we are not
even sure we want a CPA in our office. Did you ever see how they get around April 15th? Because
of the varying expiration dates for equity option, follow on option revenues or costs, stock
price fluctuations, and other market related items these results may change. Even thought these
portfolios are divided up into months the positions are actually in place for many months so do
not view the returns shown as returns over a one month period. In some cases these portfolio
positions may remain in place for up to or over one year. Refer to the Wall Street Secrets Plus
web site to keep tabs on portfolio performance. And... We have to say this again because it's true...
Past performance is not a guarantee of future performance. This is the stock market, anything
can happen.
For the long version of all our disclaimers and CYAs (you know what that means)
see the Wall Street Secrets web site. Before you will be allowed to view any of our portfolios, you
will be presented with a full disclosure, disclaimer and other factors document. You must read it.
We apologize in advance, but we don't want to ever meet Mr. Luther.
Commissions and Other Expenses
Our portfolios do not take into consideration trading costs such as brokerage commissions,
taxes, etc...
Investing in Stocks and/or options involves risk
and are not suitable for all investors. On-line trading has inherent risks due to system
response and access times that vary due to market conditions, system performance and other
factors such as your Internet provider. An investor should understand these and additional
risks before trading. Please read "Characteristics and Risks of Standardized Options"
available at
http://www.cboe.com/Resources/Intro.asp.
For 2 Months FREE of these portfolios and over $269 of Bonuses
Click Here
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