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Duration: 2.5 minutes
Greetings from MoneyWorks4me.com
2017 saw an unusual bull run in equities. Economy was not firing still the stocks were hitting new highs. On one hand, investors who lost money in 2016 market fall got a chance to recover their losses while investors who entered the market post demonetization experienced stellar returns in 2017. Within that, mid and small cap companies were doing exceptional.
Hold on. What has changed now? Has the situation by mid-2019 changed drastically from 2017. Let us have a look.
*assuming equal weight portfolio
If you look at the table above, you can see that it even though Investors earned fabulous returns in 2017 as they do in any bull market period, they fail to retain those profits in da own market or volatile market. If you fail to manage the downside, it makes a huge negative impact on your overall long term returns. The main reason for this is “Ignorance.”
At MoneyWorks4me, Our Omega portfolio is:-
Some of our Omega customers were disappointed in 2017-18 because it delivered substantially lower returns than the ‘market’. However over a longer period Omega returns were much higher because we are able to manage the downside when markets correct and also deploy the cash held to buy at lower price. This has place the portfolio in a strong position to deliver even better results going forward.
We wanted to draw your attention to this and convince you that your decision to go with Omega was right. However, you need to stay with the process longer to reap the full benefits.
Exclusive review of your portfolio at no cost: - You being our subscriber in the past, we are happy to share our views on your current portfolio. If your current portfolio is updated on your MoneyWorks4me.com, just reply to this email and confirm it. We will study the same and let you know.
If it is not updated, share the same with us. We would like to review the same and help you.