Birkelbach Management Corp.
Download
1 / 57

We seek SUPERIOR PERFORMANCE to meet YOUR FINANCIAL GOALS - PowerPoint PPT Presentation


  • 97 Views
  • Uploaded on

Birkelbach Management Corp. since 1974. We seek SUPERIOR PERFORMANCE to meet YOUR FINANCIAL GOALS. “Listen to the market” “Let the market tell you what to do”. How to make money in the Stock Market?. Buy and Hold? 50 Years : 9% 1999-2008 : 0.

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about ' We seek SUPERIOR PERFORMANCE to meet YOUR FINANCIAL GOALS' - eagan-becker


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript

Birkelbach Management Corp.since 1974

We seek SUPERIOR PERFORMANCE to meetYOUR FINANCIAL GOALS

“Listen to the market”

“Let the market tell you what to do”

Birkelbach Management Corp.


How to make money in the stock market

How to make money in the Stock Market?

Buy and Hold?

50 Years : 9%

1999-2008 : 0

Birkelbach Management Corp.


Dow 1928 present
DOW 1928-Present

Birkelbach Management Corp.


To be successful in the stock market is not easy

To be Successful in the stock market is not easy…

Brokerage Reports

Company Announcements

News

Today’s stock market prices represent investors’ perception of the future

And Price is determined by supply and demand…

Birkelbach Management Corp.


Becoming self sufficient lasting truths
Becoming Self SufficientLasting Truths…

  • Nobody controls the markets

  • We do control our selection and timing

  • We can’t tell the market what to do

  • We can let the market tell us what to do

  • “The trend is your friend”

    • Technical Analysis (The forgotten art)

    • A Picture is worth a thousand words

Birkelbach Management Corp.


The lone bull barron s 1982
The “Lone Bull” – Barron’s 1982

Birkelbach Management Corp.


The lone bull fall 2002
The “Lone Bull” – Fall 2002

To read the Investment Strategy Newsletter #519 mentioned below please visit

http://www.my-broker.com/ISL/isl10_02.htm

Birkelbach Management Corp.


Head and shoulder
Head and Shoulder

Head

Right Shoulder

Left Shoulder

Neck Line

Volume

Neck Line

Head

Head and Shoulder Top Formation

Right Shoulder

Left Shoulder

Volume

Head and Shoulder Bottom Formation

Birkelbach Management Corp.


The dow
The Dow…

Giant Head and Shoulders Formation

(2001 – 2005)

10,753 – 7,197 = 3,556;

3,556 + 10,753 = 14,309

Projected Goal? (14,309 + 32%)

Small Head and Shoulders Formation

(2002 – 2003)

9,000 – 7,197 = 1,803;

1,803 + 9,000 = 10,803

Projected goal completed 2005

Birkelbach Management Corp.


The s p 500
The S&P 500…

Giant Head and Shoulders Formation

(2001 – 2005)

1,170 – 820 = 350;

350 + 1170 = 1,520

Projected Goal? (1,520 + 31%)

Small Head and Shoulders Formation

(2002 – 2003)

1,000 – 820 = 180;

180 + 1000 = 1,180

Projected goal completed 2005

Birkelbach Management Corp.


The nasdaq composite index
The NASDAQ Composite Index…

Giant Head and Shoulders Formation

(2001 – 2005)

2,000 – 1,195 = 805;

805 + 2000 = 2,805

Projected Goal? (2,805 + 45%)

Small Head and Shoulders Formation

(2002 – 2003)

1,750 – 1,195 = 555;

555 + 1750 = 2,305

Projected goal completed 2005

Birkelbach Management Corp.


Apply technical analysis for evaluation

Birkelbach Management Corp.


The dow theory
The Dow Theory

Bear Market

Bull Market

Phase I

Phase III

Phase II

Phase II

Phase I

Phase III

Birkelbach Management Corp.


Characteristics of the market cycle
Characteristics of the Market Cycle

Distribution

Reversion

Progression

Accumulation

Birkelbach Management Corp.


Trend movements
Trend movements

Intermediate Trend

Intermediate Trend

Intermediate Trend

Intermediate Trend

Major Trend Line

Birkelbach Management Corp.


Monitor your investments

Birkelbach Management Corp.


Resistance area
Resistance Area

B

Resistance Area

A

C

E

D

Birkelbach Management Corp.


Support area
Support Area

D

C

E

B

Support Area

A

Birkelbach Management Corp.


Trendlines and trend movements
Trendlines and Trend movements

GOOD

BAD

Uptrend Broken

Sideways Trend

Broken

BAD

GOOD

Downtrend Broken

Birkelbach Management Corp.


Determine your risk/reward tolerance

Birkelbach Management Corp.


A Philosophy of Corporate Sustainability

Reduces Your Risk:

By reducing the vulnerability to government intervention, legal entanglements and the wrath of public opinion.

Enhances Shareholder Value:

By Investing in the majority of companies whose product, services and methods of operation generate positive opportunity for economic growth and enhance the human condition.

In addition, we can customize the holdings of your account to include or exclude a social criteria important to You.

Birkelbach Management Corp.


Birkelbach Actual Portfolio vsS&P 500 IndexBirkelbach Actual Portfolio up by 35.54% and S&P 500 up by 21.58%

Birkelbach Management Corp.


Establish the right broker/client or money manager relationship

Birkelbach Management Corp.


Choices
Choices relationship

  • Discount Broker

  • Financial Planner

  • Mutual Funds

  • Broker

  • Investment Manager

Birkelbach Management Corp.


Current market assessment
Current Market Assessment relationship

Birkelbach Management Corp.


CURRENT PROJECTIONS relationship

HEAD & SHOULDER TOP

DOW IND NASDAQ S&P 500

HIGH 14,198 2,834 1,576

Neckline 12,512 2,386 1,371

-1,686 -448 -205

DOWNSIDE = 10,828 1,938 1,166

PROJECTION

Birkelbach Management Corp.


Dow 1998 to present
DOW 1998 to Present relationship

Birkelbach Management Corp.


DOW relationship

Birkelbach Management Corp.


Dow present

12,743 relationship

11,700

+1,043

=13,786

DOW -Present

Birkelbach Management Corp.


S p 500 1998 present
S&P 500 1998-Present relationship

Birkelbach Management Corp.


S p 500
S&P 500 relationship

Birkelbach Management Corp.


S p 500 present

1,395 relationship

1,276

+119

=1,514

S&P 500-Present

Birkelbach Management Corp.


Nasdaq 1998 present
NASDAQ 1998- Present relationship

Birkelbach Management Corp.


Nasdaq
NASDAQ relationship

Birkelbach Management Corp.


Nasdaq present

2,413 relationship

2,210

-203

=2,616

NASDAQ - Present

Birkelbach Management Corp.


Stagflation euro to us dollar
STAGFLATION relationshipEuro to US Dollar

Birkelbach Management Corp.


Stagflation gold 1975 present
STAGFLATION relationshipGold-1975-Present

Birkelbach Management Corp.


Ftse 100
FTSE 100 relationship

Birkelbach Management Corp.


Hang seng hsix
Hang Seng ($HSIX) relationship

Birkelbach Management Corp.


Pick a stock that interests you relationship

Birkelbach Management Corp.


A stock is only a vehicle to get you to where you want to go

A stock is only a vehicle to get you to where you want to go relationship

Birkelbach Management Corp.


Exchange traded funds etf s
EXCHANGE TRADED FUNDS relationshipETF’S

  • DIG Ultra Oil and Gas Proshares

  • DUG Ultra Short Oil and Gas Proshares

  • ROM Ultra Technology Proshares

  • REW Ultra Short Technology Proshares

  • UYG Ultra Financials Proshares

  • SKF Ultra Short Financials Proshares

  • SSO Ultra S&P 500 Proshares

  • SDS Ultra Short S&P 500 Proshares

  • UKF Ultra Russell 1000 Growth Proshares

  • SKF Ultra Short Russell 1000 Growth Proshares

  • DDM Ultra Dow 30 Proshares

  • DOG Ultra Short Dow 30 Proshares

Birkelbach Management Corp.


Technology ultra rom
Technology Ultra relationshipROM

Birkelbach Management Corp.


Technology ultra rew short
Technology Ultra relationshipREW-SHORT

Birkelbach Management Corp.


Sso ultra s p 500
SSO Ultra relationshipS&P 500

Birkelbach Management Corp.


Skf ultra s p 500 short
SKF ULTRA relationshipS&P 500-SHORT

Birkelbach Management Corp.


Ultra financials
Ultra Financials relationship

Birkelbach Management Corp.


Mcgraw hill mhp
McGraw Hill (MHP) relationship

Birkelbach Management Corp.


Mcgraw hill mhp 5 years
McGraw Hill (MHP) relationship5 years

Birkelbach Management Corp.


Mcgraw hill mhp 1 year
McGraw Hill (MHP) relationship1 Year

Birkelbach Management Corp.


Mcgraw hill mhp 3 months
McGraw Hill (MHP) relationship3 Months

Birkelbach Management Corp.


Genentech inc com dna
Genentech Inc Com (DNA) relationship

Birkelbach Management Corp.


Genentech inc com dna 5 year chart
Genentech Inc Com (DNA) relationship5 Year Chart

Birkelbach Management Corp.


Genentech inc com dna 1 year
Genentech Inc Com (DNA) relationship1 Year

Birkelbach Management Corp.


Genentech inc com dna 3 months
Genentech Inc Com (DNA) relationship3 Months

Birkelbach Management Corp.


Strategy index
Strategy Index relationship

Birkelbach Management Corp.



ad