My name is Rich Wiegs and I started BottomDollarStocks because I wanted to share some of my best investment models with everyday traders and investors who are looking for smart, profitable investment ideas. I have been researching, back-testing and investing (primarily the major market indices, ETFs and mutual funds) since 1989. I have co-managed multi-million dollar portfolios in fixed income and stocks for fund management companies in Paris and in New York and have developed some highly competitive, original investment models over the years. I have also worked alongside one of Wall Street's most experienced market technicians, who for years sold his equity sector and stock picks to some of the most successful hedge fund and mutual fund managers in the world. Together, we provided equity research support to large institutional traders. As a result, I learned firsthand about some of the most profitable trading and investment strategies on Wall Street.
I have decided to offer traders and investors access to some of these competitive models. This site specializes in 2 of my best long-term investment models. The holding period for both models is 6 months. I plan to limit the number of subscribers to these models so that the models do not become diluted. The first subscribers will get discounts going forward as well.
The 1st model is called the Bottom Dollar Stocks Portfolio - here I pick 15-20 stocks that have been pummeled over the years and so are extremely oversold. But it's not just about valuation. Experienced investors know that fundamental value in an of itself can be very scary. Why is that? Because cheap stocks are likely to continue getting cheaper before they reverse their downtrends. And, the percentage change on low-priced stocks is greater than higher-priced stocks - just do the math sometime. Bottom line is that low-priced stocks are generally more volatile than high-priced stocks. You need the technical green light combined with fundamental valuation to narrow the field - you need to have some sort of catalyst working for you as well. That's where an experienced technician's chart reading experience comes in.
The 2nd model is called the Bottom Dollar ETF Country Fund model. In this model, I'm looking to pick 5 country ETFs (exchange traded funds), that are poised to out-perform the VEU (the Vanguard FTSE All-World ex-U.S. ETF). I essentially employ the same fundamental-technical methodology that I use for the Bottom Dollar Stocks Portfolio, except the valuation yardsticks are different for countries than they are for individual companies.
The 1st model is called the Bottom Dollar Stocks Portfolio - here I pick 15-20 stocks that have been pummeled over the years and so are extremely oversold. But it's not just about valuation. Experienced investors know that fundamental value in an of itself can be very scary. Why is that? Because cheap stocks are likely to continue getting cheaper before they reverse their downtrends. And, the percentage change on low-priced stocks is greater than higher-priced stocks - just do the math sometime. Bottom line is that low-priced stocks are generally more volatile than high-priced stocks. You need the technical green light combined with fundamental valuation to narrow the field - you need to have some sort of catalyst working for you as well. That's where an experienced technician's chart reading experience comes in.
The 2nd model is called the Bottom Dollar ETF Country Fund model. In this model, I'm looking to pick 5 country ETFs (exchange traded funds), that are poised to out-perform the VEU (the Vanguard FTSE All-World ex-U.S. ETF). I essentially employ the same fundamental-technical methodology that I use for the Bottom Dollar Stocks Portfolio, except the valuation yardsticks are different for countries than they are for individual companies.
How competitive are these models? How did the picks perform this year?
To give you an idea as to how competitive these models are, here are actual results from my previous report for the 2 Bottom Dollar models noted above. I shared this spreadsheet with one of the largest mutual fund families in the world during the first week of January of 2014. The picks were made based on the January 3rd 2014 close:
As you can see, the Bottom Dollar Stocks Portfolio beat the S&P 500 quite cleanly, by 4.82% to be exact (total returns are comprised of % price change plus any dividends paid during the Jan 3 - June 27 2014 holding period). Performance does not factor in slippage or commissions. The results, which speak for themselves, were so good that I felt that they were worthy of publication - hence the creation of the BottomDollarStocks.blogspot.com investment newsletter.
The Bottom Dollar ETF Country Fund investment portfolio did great as well. Here is the performance spreadsheet for this model:
As you can see, my picks beat both the VEU (Vanguard's FTSE All-World ex-US Stock Index ETF) and the SPY (the SPDRs S&P 500 index ETF) and hands down by 7.20% and 5.82% respectively!
Please note that I do not single out my best picks as a way to hype my performance. That's being dishonest. Don't just talk about your winners. You have to take everything - the good picks as well as the bad picks - into account. After all is said and done, how did ALL of your picks do?
These results are real - I have hard evidence that all these picks were based on research that I provided to the head of equity research at one of the largest mutual fund companies in America during the first week of January 2014.
You may be wondering, why don't I just keep these picks secret and manage my own accounts using these models. Believe me, the thought has crossed my mind. My response is that I already run other models that have taken years to build track records with, and I can't just start running new models right off the bat. Yet, I have been monitoring these 2 models for years and every time I review 6-month performance I surprise myself. This time, I promised myself to get documented proof as I did when I sent my picks for these 2 models to the head of equity research at one of the top 5 mutual fund families in America.
You would think that this fund family would have hired me by now - but I am too busy running my other models independently and I really prefer working independently than joining a large, stuffy organization that doesn't offer me the flexibility and freedom to develop and run the models that I want to. Quite frankly, I really think that the best investment and trading ideas come from outsiders - independents who can't stand to be be shackled to a desk at a large institution, and who are so free-spirited that they can't take orders on a daily basis from bosses that determine what they are allowed to spend their time on every second of the working day. Personally, I can't take institutional hierarchies - I had to break out on my own. We've all seen where some of these institutional investment firms have taken us during the recent financial crises...
Basically, you've lucked out if you sign up for my newsletter now, because you get really competitive, quality stock and country ETF selections for a very reasonable price. This offer will not last long because I will limit my subscription base to a specific number of early customers. Those subscribers who join me now will get first dibs on subscriptions to these 2 models as well as to some of my others as well for life. I will also offer personal consultations over the phone and via e-mail for my most loyal customers.
There are no hidden angles here. Just access to my Bottom Dollar Stocks Portfolio picks and the Bottom Dollar ETF Country Fund picks. The latest report for each portfolio are available now. And, every 6 months going forward, you will get my End of Year and Mid-Year reports.
To purchase my Mid-Year Reports, please click on the links below:
Bottom Dollar Stocks Portfolio.........................$79.00
Bottom Dollar ETF Country Fund......................$79.00
Or, get both of the above for the discount price of $149.00
Thank you for your interest.
Sincerely,
Rich Wiegs
rwiegs@gmail.com
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| BottomDollar Stock Portfolio - Jan 3, 2014 - June 27, 2014 performance |
The Bottom Dollar ETF Country Fund investment portfolio did great as well. Here is the performance spreadsheet for this model:
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| Bottom Dollar ETF Country Fund Portfolio - Jan 3, 2014 - June 27, 2014 performance |
Please note that I do not single out my best picks as a way to hype my performance. That's being dishonest. Don't just talk about your winners. You have to take everything - the good picks as well as the bad picks - into account. After all is said and done, how did ALL of your picks do?
These results are real - I have hard evidence that all these picks were based on research that I provided to the head of equity research at one of the largest mutual fund companies in America during the first week of January 2014.
You may be wondering, why don't I just keep these picks secret and manage my own accounts using these models. Believe me, the thought has crossed my mind. My response is that I already run other models that have taken years to build track records with, and I can't just start running new models right off the bat. Yet, I have been monitoring these 2 models for years and every time I review 6-month performance I surprise myself. This time, I promised myself to get documented proof as I did when I sent my picks for these 2 models to the head of equity research at one of the top 5 mutual fund families in America.
You would think that this fund family would have hired me by now - but I am too busy running my other models independently and I really prefer working independently than joining a large, stuffy organization that doesn't offer me the flexibility and freedom to develop and run the models that I want to. Quite frankly, I really think that the best investment and trading ideas come from outsiders - independents who can't stand to be be shackled to a desk at a large institution, and who are so free-spirited that they can't take orders on a daily basis from bosses that determine what they are allowed to spend their time on every second of the working day. Personally, I can't take institutional hierarchies - I had to break out on my own. We've all seen where some of these institutional investment firms have taken us during the recent financial crises...
Basically, you've lucked out if you sign up for my newsletter now, because you get really competitive, quality stock and country ETF selections for a very reasonable price. This offer will not last long because I will limit my subscription base to a specific number of early customers. Those subscribers who join me now will get first dibs on subscriptions to these 2 models as well as to some of my others as well for life. I will also offer personal consultations over the phone and via e-mail for my most loyal customers.
There are no hidden angles here. Just access to my Bottom Dollar Stocks Portfolio picks and the Bottom Dollar ETF Country Fund picks. The latest report for each portfolio are available now. And, every 6 months going forward, you will get my End of Year and Mid-Year reports.
To purchase my Mid-Year Reports, please click on the links below:
Bottom Dollar Stocks Portfolio.........................$79.00
Bottom Dollar ETF Country Fund......................$79.00
Or, get both of the above for the discount price of $149.00
Thank you for your interest.
Sincerely,
Rich Wiegs
rwiegs@gmail.com
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