Why use DavesFavs.com?
Make more money
The portfolios are designed to give an investor a higher
rate of return than the S&P 500©. Over 90% of the investors
in the world do not outperform the S&P 500© during a five
year or longer period. "Consider that the 500 Index provided
a higher rate of return than about 90% of all managed domestic
equity funds in the five years through 1999, with only 80% of the
average risk." ~ Morningstar Principia Pro. Our global portfolios give investors exposure to top performing equity markets throughout the world.
Save money
A key to successful long term investing is keeping
your costs low. By minimizing the number of trades, we allow for
lowered transaction costs and increased profits. The most successful
investors of our time, e.g., Warren Buffet, Peter Lynch, and John
C. Bogle, live by this rule.
On a portfolio of $50,000, the annual costs of following our
system would average 0.66% per year or less. (Annual costs do not include mutual fund management fees.) Your portfolio could grow
to $98,691 in five years. On a portfolio of
$100,000, the average annual costs drops to 0.33% per year.
Note: These underlying assumptions are based on past experience
and are no guarantee of future results.
Save time
It is difficult to do a superlative job of staying
on top of a well-managed portfolio on a full-time basis, much less
on a part-time basis.
DavesFavs.com has been created, not because there is a shortage
of information, but because there is an overwhelming amount of
advice on which stocks an investor should buy and sell. What
is lacking is a prescription of how much to buy of what. DavesFavs.com
optimizes your time by providing a portfolio of diversified investments.
These investments are selected on the basis of research by hundreds
of analysts.
Stay in control
Many people prefer to make their own decisions.
DavesFavs.com can be used as a baseline. If we recommend a change
in the portfolio, you will receive an email alert before the New
York Stock Exchange opens in the morning. You decide what recommendations
to follow.
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For
Your Consideration: |
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This investment strategy
is designed for a dynamic portfolio that will be maintained
for at least 5 years. Funds that are needed in less than
5 years should be placed in investments that are guaranteed
by the United States Government or a institution of comparable
credit worthiness. |
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As with any investment
strategy, it is possible to lose money in this strategy.
It is our goal to provide portfolios that go down less
than the S&P 500©, when it is dropping in value. |
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The portfolio may
or may not outperform the S&P 500© on a daily, monthly, or
quarterly basis. The portfolio should outperform the S&P500©
within 12-18 months from the time you adopt the strategy. |
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The performance of
any investment can not be guaranteed against losses. Even
risk-free investments tend to lose money to inflation, taxes,
and missed opportunities. |
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