Blog Archives

The iM-Capital Strength 20-Stock Universe of the Russell 1000: Performance

  • This Universe holds well capitalized companies with strong market positions, which pay good dividends, have price appreciation potential, and provide a degree of downside protection during bear markets.
  • The Universe is reconstituted weekly, and consists of 20 large-cap stocks with Capital Strength type characteristics from the Russell 1000 Index.
  • A backtest, without any buy- and sell-rules, from Jan-2000 to end of Jun-2017 showed a 10.0% annualized return with a maximum drawdown of -41.5%.
  • A comparison with Vanguard’s large-cap ETFs older than 10 years shows that for periods 1-year and longer the Universe would have produced higher returns than any of the five ETFs.

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iM Update* – July 21, 2017

Posted in pmp paid update

iM Update – July 21, 2017

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No Recession Is Signaled By iM’s Business Cycle Index: Update July 20, 2017

Knowing when the U.S. Economy is heading for recession is paramount for successful investment decisions. Our weekly Business Cycle Index (BCI) would have provided early reliably warnings for the past seven recessions.
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Posted in BCI

BCI July 20, 2017

 
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Posted in pmp BCI

iM-Best Reports – 7/17/2017

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Posted in pmp SPY-SH

iM Update* – July 14, 2017

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iM Update – July 14, 2017

Posted in pmp free update

BCI July 13, 2017

 
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Posted in pmp BCI

No Recession Is Signaled By iM’s Business Cycle Index: Update July 13, 2017

Knowing when the U.S. Economy is heading for recession is paramount for successful investment decisions. Our weekly Business Cycle Index (BCI) would have provided early reliably warnings for the past seven recessions.
Read more >

Posted in BCI
With reference to Section 202(a)(11)(D) of the Investment Advisers Act: We are Engineers and not Investment Advisers, read more ...
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