A TWO MONTH PERFORMANCE – PéLE-$1BILLION-STOCK-NOTIONAL-PORTFOLIO
Dear Friends & Connections:
A TWO MONTH PERFORMANCE – PéLE-$1BILLION-STOCK-NOTIONAL-PORTFOLIO
This is this the up-to-date performance of the Péle-$1Billion-Stock-Notional-Portfolio (please see details below). I am proud to report to you the magnificent performance of 7.9% over two months (from September 6, 2019 to November 6, 2019). This result translates into a compound annual rate of 57.4% (see below: PERCENT PROFIT (LOSS)). How many managed portfolios have matched this performance over the recent 2-month period?
OBSERVATIONS & CONCLUSIONS:
Péle’s Achilles has been the energy sector, where the notional portfolio has posted a dismal result. Backing out the energy debacle shows a 2-month performance of 11.5%, which translates into an annual compound rate of 92.1% (see below: EX.ENERGY PERCENT PROFIT (LOSS) and EX.ENERGY Compound Annualized Performance, respectively).
First, with Péle we believe that the energy sector is in the process of establishing a base, from which it should gradually turn upward. This suggestion of course reversal should strongly contribute to the realization of the annual rate of 92.1% stated above. As well, the energy space should be ripe for additional investing for further boost to the Péle performance.
Second, Péle respects the growth philosophy of investing. However, the Péle philosophy is value investing. The value stocks have been strong in recent months. Péle believes that the upside continues unabated and the notional portfolio should continue posting excellent results. Péle will add more stocks to the portfolio, as only 11% of the $1 billion fund has thus far been invested.
The two statements above underscore our believe that the $1 billion Péle notional portfolio will deliver on the Péle promise – to double the value in a 12-month period.
With Péle, we’ve promised to share ideas with all connections and friends. Some have taken the opportunity to talk about Péle – to their great benefit, we believe. If your portfolio’s performance has lagged Péle’s over the recent two months, we urge you to open a conversation with us – an action that is absolutely free, with no financial or other obligations whatsoever.
Péle is the Striker Sage of Investment Soccer. Péle is also the Sir Galahad -- the Purest – in the stock investing space. Péle is the only stock portfolio designer to have seen the Holy Grail of Investing.
Thanks for your connection on LinkedIn and for your friendship.
Sincerely:
Anin-Kofi Addo
(Founder & CEO, Stock-Tips-Weekly.com; CFA since 1989)
