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Financially Speaking: New Investment Strategy for Wealth Preservation

Learn about a new investment strategy combining low volatility equity positions with a focus on wealth preservation. Discover how to select the best stocks using screening criteria, analyze market capitalization, assess stock screener results, and optimize stock portfolios for maximum performance. Explore the benefits of low volatility stock allocation and tax implications for dividend investing. Get insights into protecting assets on the downside and various allocation strategies for different financial goals.

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Financially Speaking: New Investment Strategy for Wealth Preservation

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Presentation Transcript

  1. Financially Speaking First Quarter 2012 Seminar February 9th 2012

  2. New Investment Strategy Combination of low volatility equity positions while maintaining the ability to move fully into wealth preservation mode if the market conditions warrant.

  3. Screening Criteria

  4. How the Stock Screener Works 7,786 Stocks -3,859 Stocks 3,927 Stocks -1,874 Stocks 2,053 Stocks -295 Stocks 1,758 Stocks -86 Stocks 1,672 Stocks -479 Stocks 1,193 Stocks -596 Stocks 597 Stocks -301 Stocks 296 Stocks -96 Stocks 200 Stocks -26 Stocks 174 Stocks

  5. The best stocks that made it through the stock screener

  6. Market Capitalization in Billions of Dollars

  7. Hormel Balance Sheet at Fiscal Year End Current Liabilities to Current Assets Ratio 0.39 Total Liabilities to Total Assets Ratio 0.37

  8. Current Credit Ratings by Standard and Poor’s

  9. Johnson and Johnson Past Dividends

  10. Coca Cola World Wide Distribution

  11. Low Volatility Hershey and Consolidated Edison have the same return But get to it very differently

  12. Low Volatility Stock Allocation Low volatility individual stock positions Low Vol Stock 1 Low Vol Stock 2

  13. Low Volatility Stock Portfolio 1

  14. Low Volatility Stock Portfolio 2

  15. Optimization at Work

  16. Hypothetical back tested Performance (since 2001)

  17. Hypothetical back tested Performance (since 2007)

  18. Selected Stocks vs. Funds and ETFs

  19. Tax Implications of new stock strategy • Under current tax laws holding dividend paying stocks is a very tax efficient way of investing. • Portfolio is designed to take advantage of long term capital gains rates being lower than short term capital gains rates. (15 %) • Tax rate on Dividends is currently 15 % • As with all tax laws the current laws are subject to change a may materially impact the tax efficiency of the dividend investing strategy.

  20. Non Low Volatility Stock Allocation Unconstrained allocation (can use mutual funds and ETFs to enhance return or reduce risk)

  21. Protecting Assets on the Downside

  22. Wealth preservation in action

  23. Low Volatility Uptrend

  24. Allocation Breakdown Aggressive Allocation Growth Allocation Moderate Allocation Income Allocation

  25. Questions?

  26. How is it working?

  27. Rainy Day Strategy

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