VIEWS: 1 PAGES: 58 POSTED ON: 2/11/2012
Birkelbach Management Corp. since 1974 We seek SUPERIOR PERFORMANCE to meet YOUR FINANCIAL GOALS “Listen to the market” “Let the market tell you what to do” Birkelbach Management Corp. How to make money in the Stock Market? Buy and Hold? 50 Years : 9% 1999-2008 : 0 Birkelbach Management Corp. DOW 1928-Present Birkelbach Management Corp. To be Successful in the stock market is not easy… Brokerage Reports Company Announcements News Today’s stock market prices represent investors’ perception of the future And Price is determined by supply and demand… Birkelbach Management Corp. Becoming Self Sufficient Lasting Truths… Nobody controls the markets We do control our selection and timing We can’t tell the market what to do We can let the market tell us what to do “The trend is your friend” Technical Analysis (The forgotten art) A Picture is worth a thousand words Birkelbach Management Corp. The “Lone Bull” – Barron’s 1982 Birkelbach Management Corp. The “Lone Bull” – Fall 2002 To read the Investment Strategy Newsletter #519 mentioned below please visit http://www.my-broker.com/ISL/isl10_02.htm Birkelbach Management Corp. Head and Shoulder Head Right Left Shoulder Shoulder Neck Line Volume Head Neck Line Head and Shoulder Top Formation Right Left Shoulder Shoulder Volume Head and Shoulder Bottom Formation Birkelbach Management Corp. The Dow… Giant Head and Shoulders Formation (2001 – 2005) 10,753 – 7,197 = 3,556; 3,556 + 10,753 = 14,309 Projected Goal? (14,309 + 32%) Small Head and Shoulders Formation (2002 – 2003) 9,000 – 7,197 = 1,803; 1,803 + 9,000 = 10,803 Projected goal completed 2005 Birkelbach Management Corp. The S&P 500… Giant Head and Shoulders Formation (2001 – 2005) 1,170 – 820 = 350; 350 + 1170 = 1,520 Projected Goal? (1,520 + 31%) Small Head and Shoulders Formation (2002 – 2003) 1,000 – 820 = 180; 180 + 1000 = 1,180 Projected goal completed 2005 Birkelbach Management Corp. The NASDAQ Composite Index… Giant Head and Shoulders Formation (2001 – 2005) 2,000 – 1,195 = 805; 805 + 2000 = 2,805 Projected Goal? (2,805 + 45%) Small Head and Shoulders Formation (2002 – 2003) 1,750 – 1,195 = 555; 555 + 1750 = 2,305 Projected goal completed 2005 Birkelbach Management Corp. Apply technical analysis for evaluation Birkelbach Management Corp. The Dow Theory Bull Market Bear Market Phase III Phase I Phase II Phase II Phase I Phase III Birkelbach Management Corp. Characteristics of the Market Cycle Distribution Accumulation Birkelbach Management Corp. Trend movements Birkelbach Management Corp. Monitor your investments Birkelbach Management Corp. Resistance Area B Resistance Area A C E D Birkelbach Management Corp. Support Area D C E B Support Area A Birkelbach Management Corp. Trendlines and Trend movements Uptrend BAD Sideways Trend Broken Broken GOOD Downtrend Broken Birkelbach Management Corp. Determine your risk/reward tolerance Birkelbach Management Corp. Towards Corporate Sustainability… The Market Place Economy is the “dominant economic system” in the world. However….Capitalist Model has changed… Corporate Sustainability Shareholder Exploitation by brought on by... 1.Exploitation of Top Mgmt. a. Increased Govt. Labor a. Excessive greed for profits regulation. 2.Monopoly for Profits b. Ignore long term b. Legal vulnerabilities. performance c. Public Outcry on corporate practices. Birkelbach Management Corp. A Philosophy of Corporate Sustainability Reduces Your Risk: By reducing the vulnerability to government intervention, legal entanglements and the wrath of public opinion. Enhances Shareholder Value: By Investing in the majority of companies whose product, services and methods of operation generate positive opportunity for economic growth and enhance the human condition. In addition, we can customize the holdings of your account to include or exclude a social criteria important to You. Birkelbach Management Corp. Birkelbach Actual Portfolio vs S&P 500 Index Birkelbach Actual Portfolio up by 35.54% and S&P 500 up by 21.58% Birkelbach Management Corp. Establish the right broker/client or money manager relationship Birkelbach Management Corp. Choices 1. Discount Broker 2. Financial Planner 3. Mutual Funds 4. Broker 5. Investment Manager Birkelbach Management Corp. Mutual Funds vs. Managed Accounts? 80% of the Mutual Fund managers under perform the market. Personalized attention - Talk to readily accessible analysts who manage your account Tailoring of portfolio to meet your return vs. risk expectations Customizing the portfolio to incorporate social criteria important to you Tax efficiency – pay taxes only on the capital gains you realize Competitive management fees1 No hidden or ‘cash drag’ expenses Full transparency and knowledge of your holdings2 Lower turnover3 1Unlike mutual funds, managed accounts charge a fixed % of assets managed. This fee is negotiable and is inversely related to assets managed. 2Mutual Funds typically send out quarterly reports of holdings. In managed accounts clients have daily access to their holdings. 3If your portfolio strategy is index-oriented, turnover could be low compared to a more actively managed account. Birkelbach Management Corp. Current Market Assessment Birkelbach Management Corp. CURRENT PROJECTIONS HEAD & SHOULDER TOP DOW IND NASDAQ S&P 500 HIGH 14,198 2,834 1,576 Neckline 12,512 2,386 1,371 -1,686 -448 -205 DOWNSIDE = 10,828 1,938 1,166 PROJECTION Birkelbach Management Corp. DOW 1998 to Present Birkelbach Management Corp. DOW Birkelbach Management Corp. S&P 500 1998-Present Birkelbach Management Corp. S&P 500 Birkelbach Management Corp. NASDAQ 1998- Present Birkelbach Management Corp. NASDAQ Birkelbach Management Corp. STAGFLATION Euro to US Dollar Birkelbach Management Corp. STAGFLATION Gold-1975-Present Birkelbach Management Corp. FTSE 100 Birkelbach Management Corp. Hang Seng ($HSIX) Birkelbach Management Corp. Pick a stock that interests you Birkelbach Management Corp. A stock is only a vehicle to get you to where you want to go Birkelbach Management Corp. EXCHANGE TRADED FUNDS ETF’S DIG Ultra Oil and Gas Proshares DUG Ultra Short Oil and Gas Proshares ROM Ultra Technical Proshares REW Ultra Short Technical Proshares UYG Ultra Financials Proshares SKF Ultra Short Financials Proshares SSO Ultra S&P 500 Proshares SDS Ultra Short S&P 500 Proshares UKF Ultra Russell 1000 Growth Proshares SKF Ultra Short Russell 1000 Growth Proshares DDM Ultra Dow 30 Proshares DOG Ultra Short Dow 30 Proshares Birkelbach Management Corp. Technical Ultra ROM Birkelbach Management Corp. Technical Ultra REW-SHORT Birkelbach Management Corp. SSO Ultra S&P 500 Birkelbach Management Corp. SKF ULTRA S&P 500-SHORT Birkelbach Management Corp. Ultra Financials Birkelbach Management Corp. General Electric (GE) Birkelbach Management Corp. General Electric (GE) 5 Year Chart Birkelbach Management Corp. Apple Inc Com (AAPL) Birkelbach Management Corp. Apple Inc Com (AAPL) 1 Year Chart Birkelbach Management Corp. Exxon Mobil Corp (XOM) Birkelbach Management Corp. Exxon Mobil Corp (XOM) 1 year Chart Birkelbach Management Corp. Abbott Labs Com (ABT) Birkelbach Management Corp. Abbott Labs Com (ABT) 5 Year Chart Birkelbach Management Corp. Genentech Inc Com (DNA) Birkelbach Management Corp. Genentech Inc Com (DNA) 5 Year Chart Birkelbach Management Corp. J P Morgan Chase & Co Com (JPM) Birkelbach Management Corp. J P Morgan Chase & Co Com (JPM) 5 Year Chart Birkelbach Management Corp.
Pages to are hidden for
"American Association of Individual Investors _AAII_"Please download to view full document