Return to the Guru Directory

Jeffrey Webster read his first book on Economics at age 13, and began studying the stock market a year later, manually tracking and charting stock picks through the newspaper. Of course, not every pick was a winner, but the early experience seeing that stocks not only rise, but also fall, shaped his perspective.

Investing on his own throughout the 1990s, he began to see the true weakness of prevailing investment publications. In 1999 and 2000, the bubble was obvious. Price earnings were at stratospheric levels and dividend yields were much lower than they were in the late 1920s. Yet most of the nation's business and investment publications didn't "get" it, and a few gloomy analysts were drowned out by the chorus of bulls.

Jeffrey Webster felt there was nothing published which both conveyed the profundity of the impending decline, and gave good intermediate-range investment signals. After continuing an intensive study of the stock market, Jeffrey Webster began publishing the Wealth Strategist newsletter in October 2003. Due to a possible trademark issue, the name was soon changed to Investment Sense. Jeffrey Webster continues to study the market and global economy on a daily basis.

Investment Sense is a monthly investment newsletter focused on preserving and growing assets. Following the "Preservation First" principle, a sizeable core of solid investments is maintained.

Investment sense is committed to providing the highest-quality market timing. Their master indicator is the Composite Technical and Seasonality Score (CTSS). This is broken down into two major components:

The Composite Technical Score (CTS)  This is an evaluation of about 25 key indicators, falling under four main categories: Sentiment, Trend Following, Breadth, and Stochastic. In addition to assigning a strength rating to generated signals, Investment Sense also assigns a weight according to the proven importance of the indicator. The result is normalized to produce a value from -100 to +100, which represent the bearish and bullish extremes, respectively.

The Composite Seasonality Score (CSS) This is derived from a master spreadsheet which incorporates data from the Decennial, Presidential, and Annual Cycles. The moving average of all of the influences from these cycles is taken for the next 40 days. Like the CTS, this is normalized to produce values between -100 and +100.

To obtain the final CTSS, Investment Sense takes the results from the CTS and CSS and multiplies them together using a 65/35 weighting in favor of the technical factors. This produces a value between -100 and +100, which represent the bearish and bullish extremes, respectively.

Investment Sense is designed for busy people. There are only 3-10 major changes in the allocation each year. Trading frequency is comparable with many "buy and hold" strategies, but assures downside protection

Investment Sense
22 Church Street, Box 9
Burlington, VT 05401
(802) 652-1000

http://www.investmentsense.com

The above description was assembled using information from the publisher's site. All registered or unregistered trademarks referenced herein are the property of their respective owners, and no trademark rights to the same are claimed.

There are quite a variety of investment newsletter services available to investors today, which achieve a decent track record. In reality, however, many newsletters have not translated well for most investors that subscribe to them. The reason? Money management. Without the proper position sizing using the right money management tool, you are only dealing with half the formula for success.

Let's face it: if there was one consistently successful investment newsletter, then the word would spread rapidly, and that one investment newsletter would have more customers than the population of China. The reality is that there has never been such a success. Why? Because in the final analysis, 8 out of 10 investors fail due to one simple reason: position sizing.

The majority of investors who subscribe to investment newsletters think that the process is as simple as "Just give me your recommendations and let me become as successful as you are". Unfortunately, as money managers know, entry points account for very little in the overall success of a portfolio. Find out why!