Between 6 and 8 stocks.
Overlooked stocks. These include: spin-offs, stocks emerging from bankruptcy, net cash stocks, net-nets, near net-nets, illiquid stocks, over-the-counter (OTC) stocks, and stocks that don’t file with the SEC.
The strategy Joel Greenblatt outlines in You Can Be a Stock Market Genius.
You will get a monthly memo. And you can always email us at firstname.lastname@example.org
The taxable accounts of qualified clients will pay 1% of assets and 15% of profits with a high-water mark. The non-taxable accounts of qualified clients and all accounts of non-qualified clients will pay a flat rate of 2.5% of assets.
The flat fee will be automatically withdrawn from your account monthly. The percent of profits will be automatically withdrawn from your account quarterly.
Yes. We are looking for long-term oriented value investors who don’t mind some volatility.
Interactive Brokers. We do not have custody of the assets. We are just the manager of the account.