At ZachStocks, our mission is to help you become a better investor.
The ZachStocks blog is set up to provide timely information about markets and stocks. But sometimes that information just isn’t enough. That’s where the ZachStocks Growth Model comes in.
The Growth Model gives you a comprehensive plan to invest your capital in this dynamic environment. With real-time trade alerts, weekly market commentary, updated position sheets and transaction history, the model is an exceptional resource for growth stock investors.
If you are looking for a comprehensive trading program for your investment account, or would simply like timely ideas to use at your own discretion, the ZachStocks Growth Model will give you keen insight into the state of current markets, and the impact on individual stocks with strong growth potential. Start your 30 day Free Trial Now!
What IS the ZachStocks Growth Model?
The model consists of an actively managed list of 15 to 30 core growth stock positions. These positions represent our best and brightest ideas for success in the current markets.
The portfolio is actively managed so when dynamics change with the overall economy or within individual companies, position sizes will be adjusted, new stocks will be added, or some names will be sold.
The model is NOT a daytrading service with buys and sells issued on a constant basis. You will be able to implement the trades with very little time or effort required (usually only one to two trades per week).
The model IS geared to offer the strongest return possible while still aiming to keep risk lower than a typical market based portfolio. Our stated goal is that for every 3, 5, and 10 year period; our returns should be 5% above the S&P 500 (annually) and our risk (as defined by standard deviation) should be 80% or less of the index risk. That’s a fancy way of saying we want YOU to make more money with less risk.
How Does The Model Work?
Prior to every trade, ZachStocks will send you a personal email with details on the trade. A typical alert will look something like this:
The following trade is based off a theoritical $1,000,000 account initiated Jan 2, 2009:
Buy 600 shares (roughly a 4% position) Intercontinentalexchange (ICE:NYSE)
Financial stocks are beginning to rally. ICE is a strong player in the futures and OTC trading market and is trading at a relatively low valuation. I believe the company has strong potential to gain market share and increase the products offered to trading clients.
Once the email has been sent and subscribers have had time to initiate a trade, a corresponding trade is placed with an independent third party record keeper (marketocracy.com) to ensure our recorded price is fair and verified. Start your 30 day Free Trial Now!
On a weekly basis, you will receive an email which includes the following:
-
Sample Position Sheet
Market Commentary – This is an exclusive report which outlines our view on economic activity, regulatory changes, specific stock issues, and other variables that affect your investment returns
- Recap of Transactions – You will receive a ledger with all recent transactions for you to review entry and exit prices, gains and losses, and any trade details you may have missed.
- Current Position Sheet – The position sheet gives you a wealth of information including current prices of positions; unrealized gains, the current percentage of the total portfolio and more.
- Performance Figures – No model is complete without historical returns. We offer transparency (good or bad) on how the model has performed over the past week, the current year, and what is driving this performance.
While we seek to be efficient and un-intrusive (we promise not to fill your inbox with fluff), the information and guidance you receive in this model is second to none. And for only $19.95 per month or $195 annually, I think you will have a hard time finding a better value for the service offered.
What About Bear Markets?
Sample Transaction Sheet
The ZachStocks Growth Model is designed to be a “relative performance” vehicle. That just means that our goal is to “do better” than the market – however the market is behaving. If the market drops sharply, our goal is simply to not drop as sharply as the overall market. In setting up the model this way, our simple trading system is able to be used in a variety of simple accounts including IRA’s and other restricted accounts. You don’t need to be an expert to put this model into action.
To manage risk we have two primary tools. The first is very simple. We often hold cash… During periods where there is much risk in the economic system, our best hedge against lower prices is to keep a significant portion of our assets “uninvested” and therefore out of the reach of a declining market. This strategy came in very handy in the first quarter of 2009.
Our second bear market tool is a relatively recent invention called an inverse ETF. This is really a simple security designed to offer the opposite return of a particular index. So when markets have a particular risk of declining and we want to protect our account against these lower prices, we can buy this inverse ETF and gains in this position should offset losses elsewhere.
If you are looking for a more complete solution with a portfolio geared towards absolute positive returns in a more diverse set of economic conditions, you should visit my investment advisory which can tailor a more specific solution for you personally. Simply go to www.mysoundcounsel.com.
Who Is Zach?
Hi, I’m Zachary Scheidt, CFA. I have spent the last decade managing assets for private hedge funds, investment advisories, individuals and of course, my own capital. Years ago, I worked hard to get my bachelors and masters degrees as well as the Chartered Financial Analyst (CFA) designation. But the greatest education has most certainly been the time that I have spent trading markets.
Over time I have been drawn to the area of the markets where I can personally capture the greatest profits. My expertise has been built around the dynamic young and growing companies which offer great investment opportunities from both a short-term and long-term standpoint.
You’ll find that I’m not a “growth stock cheerleader” as many new and innovative companies are just as likely to decline in price as advance. But over the years I have found that new and or rapidly expanding businesses make for some of the most exciting investments.
I’ve taken some hits in the market as any other investor worth his salt. But I consider both losses and gains to be lessons. The good news for YOU is that you get my years of experience to put to work in your portfolio!
Currently I serve as Chief Financial Officer for Sound Counsel Investment Advisors. We are a Registered Investment Advisory (or RIA) specializing in tailoring investment advice and financial planning towards individuals while keeping conflicts of interest at a minimum.
But whether you want to be a client of Sound Counsel or not, I think you will find my Growth Model to be a valuable resource in your long-term investment program.
So don’t wait any longer. Use one of the buttons below to subscribe today! Or Click on this Link for a 30 day Free Trial!
Success Stories:
The following are a few of the successful trades the ZachStocks Growth Model has offered subscribers:
- Shanda Interactive (SNDA) was added to the portfolio in January of 2009. The company develops Chinese internet games which offer free games with premium content. Gamers have been providing Shanda with strong revenue even in the context of the recessionary environment. Within three months our subscribers sold part of the position for profits of 89%.
- ProShares Ultrashort Russell 2000 (TWM) was a defensive position we added to the portfolio as the markets appeared poised to take a sharp turn lower. We held the position for only 2 days and quickly recognized a 16% profit which helped to offset losses in other growth names.
- Intercontinentalexchange (ICE) operates a global marketplace for a broad array of energy and over-the-counter financial products. The Model took a position as the stock held support above $50 and prospects for trading began to pick up. In just over 2 months we recognized a 40% gain on part of the position helping the model to outperform the S&P during the period.
- ProShares Ultra Russell 2000 (UWM) is an example of the flexibility of our model. As markets were hitting panic lows in March, we used part of our cash balance to buy this leveraged ETF. In just over a week, the position was sold for a 24% gain allowing the portfolio to realize gains in a rebounding market with less risk to investors.
So what are you waiting for? We’re ready for you! Subscribe right away and don’t miss a single trade! We look forward to bringing you quality investment recommendations to keep you winning on Wall Street. Use the buttons below or click here for a Free Trial
