What is Investology?

Investology is an investment strategy that maximizes gains by maintaining a minimum of 40% cash and allocating the remaining 60% across proven industry leaders, niche-field leaders and future leaders in new technologies; averaging down whenever possible, taking positions at predetermined levels and hunting for bargains during corrections.

 

Groups

Date picked

%

Stock picks

Scoreboard

Portfolio Return since picked

Cash

 

40%

 

 

 

Core portfolio or Proven industry leaders

Jan 1, 98

25%

These are undisputed leaders in their domains, household names who in their individual ways have proved themselves in the past beyond what was initially expected of them.

 

Scoreboard

 

391% on Apr 15/2000

Leaders in niche fields

Jan 1, 99

20%

These are companies that have advanced beyond the "start-up" stage and are on the verge of experiencing huge stock price appreciation and are leaders in their individual industry niches.

 

Scoreboard

 

224% on Apr 15/2000

Future leaders in new technologies (FLINT) portfolio

Various

10%

These are mostly start-up companies with competitive advantage because of their possession of a technique, method or technology that sets them apart from the rest of the pack.

 

 Scoreboard

  

260% capital gains since early 1999

Stocks on sale (SoS) portfolio

 Various

5%

For some reason, certain stocks suddenly experience huge price depreciation e.g. In Oct 1998 Nortel stock was cut in half because the CFO was alleged to have "misspoke".

 

 Scoreboard

 9% gain for our SoS portfolio started with Nortel in Oct 1998. The latest stock to be added is Deltathree.com at $18.00 a share on Apr 8/2000.

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