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BEV Stock
Investment Portfolio Model
Optimization of Risk-Growth Model
2015
BEV portfolios outperformed most money management firms and
major indices over the past 10 years. In 2015, the world's largest
hedge funds had negative returns ranging from
-0.5% to
-20%, while BEV portfolios
returned +17.4%.
BEV Stocks Performance
BEV is an acronym for business and economic valuation model. It
is a proprietary quantitative and qualitative equity
investment system based on 20 years of research and development.
Buy, hold and sell decisions are based on a formula that scores
the stock valuation in relationship to the company's business
fundamentals, macroeconomics, and industry conditions.
The system employs, generally, a stock
picking with
buy-and-hold strategy with minimal re-balancing activity. A stocks
maybe replaced or rebalanced based on change in fundamentals in
relationship to market pricing and economic conditions. Although the research (BEV portfolio 1.0) tracks
the performance of a single portfolio with 1, 3, 5, and 10 years
holding periods, the BEV's average holding period is 3 to 5 years.
BEV invests in small, mid and large cap stocks listed on major
stock exchanges. The system is designed to
minimize speculative and high-risk trading activity. BEV does not
employ options, futures, shorting, hedging, or day trading
techniques. A professional hedge manager can further optimize BEV
returns by employing such techniques.
To learn more about the research behind the BEV model, you can
visit:
:::
Role,
Purpose and Conflict of Interest
The institute is a think tank and
education organization. Our opinion is incidental to our
profession. We are not an investment advisory or brokerage
firm. We are not seeking outside investments. We do not manage
external assets. We do not function as a rating agency. We do
not accept compensation from companies for review or rating
purposes. Any recommendation for or against any asset, trading
strategy, buy or sell action is done for an educational
purpose only. The expressed opinions should not be considered
as an endorsement for or against any asset, company or
investment firm. Markets are hyper-dynamic, our forecasts continuously change
with changing data; they are used as an input to complex risk
management and valuation decision models. Despite past success
in economic forecasting and research portfolio designs, we do
not provide any guarantee for future forecasts or performance.
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