Adding Value

The objective of the strategy is to capitalize in the inherently better risk to reward ratio associated with value investing. It also attempts to add an additional measure of safety by moving out of stock positions into cash when market conditions are poor.
Minimum investment:
The strategy generates periodic trades so a minimum initial investment of $3,000 is required in order to generate adequate returns to make this a viable strategy. The strategy will work a lump sum amount, or ongoing contributions.

Recommended Holdings
Ticker Date Recommended Weight Chart
IWS May15, 2016 33%
IWD Jun 15, 2016 33%
IJS May 15, 2016 33%
0 %

Dec 2016 update- retire strategy

posted Jan 1, 2017, 5:43 PM by sms investing

Adding Value Performance
After 3 years of running the "Adding Value" strategy, it is significantly behind compared to a "Buy and Hold" of the S&P 500. Given the disappointing returns, I am retiring this strategy,

Dec 15th

posted Dec 15, 2016, 3:00 PM by sms investing

No updates this month

Sept 15, 2016

posted Sep 16, 2016, 6:51 AM by sms investing

No changes this month

July 15th 2016

posted Jul 14, 2016, 7:52 PM by sms investing

No updates this month

June 15th 2016

posted Jun 15, 2016, 8:23 AM by sms investing

We are buying large cap value (IWD)this month and are now fully invested.

May 16th, 2016

posted May 16, 2016, 8:46 AM by sms investing

This strategy is starting to see some opportinites in small and midcap. We are buyng IWS and IJS.


posted Apr 15, 2016, 8:41 AM by sms investing

There are no updates this month. The strategy remains 100% in cash as it waits for markets to continue to improve enough for the "buy" signals.

Performance Update 4-1-2016

posted Apr 1, 2016, 12:50 PM by sms investing

March 15th Update

posted Mar 14, 2016, 6:17 PM by sms investing

This strategy remains defensive with all holdings in cash. There are no changes this Month

Mar 1 Performance Update

posted Mar 1, 2016, 2:40 PM by sms investing

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