Reasons for not keeping a record of stock holdings

Reasons for not keeping a record of stock holdings

Reasons for not keeping a record of stock holdings

At our investment service, we understand the importance of a track record in building trust with our subscribers. However, we also recognize that statistics can be misleading and used to create false impressions of good results. That’s why we offer a 30-day trial at 50% off regular rates, so you can experience our service firsthand and make an informed decision before committing to a yearly subscription. We also provide back issues for several years, allowing potential subscribers to assess whether our service fits them quickly.

Unfortunately, many organizations in the finance industry use statistics to create a misleading and positive image, which can leave investors feeling uncertain and frustrated. To help shed light on this issue, we recommend exploring the following books and research papers:

“How to Lie with Statistics” by Darrell Huff

“Lessons on How to Lie with Statistics”

“Lying with Statistics”

We want to ensure transparency and honesty in our practices and encourage you to be aware of these practices in the industry.

Investors lose by trying to time the markets.

Furthermore, most investors lost money investing with Peter Lynch, one of the most successful. During his tenure from 1977-1990, he averaged 29% annually, but the average investor lost money in the fidelity fund under Peter Lynch. The reason they tried to outthink him.

We added three new portfolios to accommodate subscriber requests without raising the rates. The Main ETF (Lower risk) portfolio,  the high-risk portfolio (focus is on leveraged ETFs), cryptocurrency and the Precious metals portfolio.  Tracking all of them would be resource-intensive. Instead, we provide several years of back issues to show our past performance. We will soon post several years’ worth of data online on all our previously closed positions.

To summarise:  we offer two ETF portfolios – the primary and high-risk portfolios that focus on higher-risk ETFs – in addition to the Precious metals and cryptocurrency portfolios. As a bonus, these portfolios are included in our ETF service. The market update service offers all of the above and a lot more.

Reporting Genuine Gains: Our Approach to Calculating Returns

When it comes to reporting gains, many services opt to convert short-term gains into hypothetical yearly gains, often inflating the figures. However, at our service, we believe in providing accurate and transparent information based on the actual exit and entry prices. Allow us to illustrate this approach with a few examples:

1. UPW: Sold for a gain of 43% in Jan 2022.
2. GBTC: Sold for a gain of 223% in Jan 2021, with a holding period of approximately 12 months.
3. TQQQ: Sold for a profit of 60% in Sept 2021, held for roughly 15 months.
4. XBI: Sold for a gain of 18.2% in Jan 2023, with a holding time of around 6 months.
5. ERO: Sold for a gain of 55% in Jan 2023, after a holding period of roughly three months.

In each of these instances, we reported the actual gains achieved, without artificially inflating them by projecting hypothetical yearly gains. Our commitment to providing genuine returns ensures transparency and helps our clients make informed investment decisions.

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