I have spent the last 10 years doing intensive research
into the market in general and more specifically technical
analysis. Of all of the books, magazines, newsletters,
web sites I have read, your system is the only one that
to me appeared rational and non-emotional (as a scientist
I find this very appealing).
Shimon
As a subscriber
I manage approximately $255,000 which includes $165,000 in GetFolio. Yes, I am impressed with GetFolio. It provides a disciplined approach to investing. which I find to be extremely useful. The tools of indexing into a position, using low initial investment size and diversification have made me a smarter and more effective investor. Getfolio makes money management easier and less time consuming by providing buy candidates and sell signals for current holdings. The portfolio summary and detail views are invaluable. GetFolio offers the opportunity to benefit and learn from an experienced pro. I commend you for your time and energy which has been well spent.
As
an institutional investment manager with over $100 million
under management, I’m well versed in the concept of
intelligent risk management (i.e., “money management”
or “portfolio management”). However, I’m always looking
to add to my base of knowledge in an effort to become
a better investor, and the ideas described on your site
have undoubtedly advanced my thinking with regard to
the management of risk, which is, after all, the essence
of successful investing. If your subscribers can learn
to keep their greed and fear in check, they will be
well served utilizing your strategy. Keep up the good
work.
Regards,
D.R.2/
I
just can't believe that no
one else is doing what you do...it makes so much sense.
I have subscribed to a lot of investment newsletters.
So many are hung up on Technicals that hardly leave
you with a trade to make by the time the light finally
turns green. Others are intensely focused upon
ascertaining the intrinsic value of the business, the
underlying assumption being that some day the rest of
the world will agree and the stock price will follow.
Your system deals with the empirically-proven behavior
of beaten-down stocks and has identified the best way
of estimating the inflection points for investment.
I especially like the money-management emphasis.
I feel very comfortable with it.
Steven
So far your system has taken the stress out of investing
and today has certainly made it profitable!!!
You are someone I trust in the cut-throat world of wall
street.
Thanks02
I have already referred several people to your site,
and I know that at least one has become a member.
As you know I have recently renewed my membership,
and plan to continue to renew. I have been using
the strategy for about 13 months and have had a 35%
return in that timeframe. I think that is a
very good return considering the huge drops in the
market indices. It was also my "learning
curve" year. I learned some great lessons
on position size and have also learned to be much
more patient which has really helped in the last several
months. My returns are getting much better the
last few months with the smaller position sizes and
patience.
I
was just trying to describe how your method makes me
feel and those lines came out. It is great to feel in
control of the stocks instead of at their mercy, which
is how I 've felt in the past. The plain truth is, when
we buy a stock, no
one on this planet can predict with certainty if it's
going up, down, or sideways. Although you are great
at picking the bottom ( and I'd love to know more about
how), you are smart enough to plan very well for when
you are wrong.
I really love the method. It fits so well with my basic
instincts about stocks. It is so logical and seems so
simple, yet all these legions of experts could not come
up with it. You did, and it must feel great. Actually,
most of the experts preach against your type of approach:
Anyway, thanks so much for sharing this method.
I feel like I've discovered a gold mine. I am now going
to gradually move my entire 401k into this account because
I feel it's not only the best place for growth, but
also the safest place I could put it, (other than a
money market account).
Thanks again,
Steve
I have to tell you I am having a blast managing my portfolio
with your method. I congratulate you for what you have
created, for it is quite an accomplishment. I didn't
expect to be writing you this soon with my results,
but things have been so good I can't resist. I've been
a subscriber just less than two months and I have bought
32 of your picks. 29 stocks are up an average
of 28% and the other three are down an average of 10%,
for an overall average gain of 24% in less than two
months! Moti, I could not be more pleased. Those of
us that have been trading stocks for a while know that
this is almost a miracle. I am up over 40% on several
stocks. On BBY I am up 85%. on JBL I am up 95%! In less
than two months!
I realize that I came into this at a great time when
many wonderful growth stocks were beaten down, and I
don't expect it to be this good all the time. However,
I have seen your method in action long enough to understand
how it can consistently beat the market by a wide margin.
The method really is ingenious. First you are very good
at picking the bottom, which is extremely difficult.
Then when you miss the bottom your indexing method corrects
it and still puts you in at the bottom or very close
to it. It makes me feel so in control, like I am manhandling
these stocks so no matter which way they turn I've got
them by the throat.
To me the most surprising aspect is selling out of the
weak lots, and sometimes reducing your position at average
cost. I questioned that at first but now I see the beauty
of it. The goal is to have no more than 1 to 3% of your
money in as many stocks as possible at the lowest price
possible. All this maneuvering inexorably accomplishes
that.
Anyway, Thanks so much for this method. I think I may
be retiring much sooner than I had planned....... Thanks,
As far as the strategy,
I love it.
I
am in the transportation business and we purchase millions
of gallons of fuel a year. we met a gentleman (we call
him the wizard) who taught us how to hedge fuel properly.
such strategies as far as when to start to layer on
fuel contracts, how much to do on the front end the
layer on more as the cost of heat / crude go down, till
it reaches a certain level and you "fill the boat"
I
always wondered when someone would have the time and
brains to come up with a model to apply this same type
of behavior. I've worked with brokerages and it is all
flavor of the day, tried it on my own however I get
personally attached and know when to buy right but not
when to sell.
The
discipline you bring and the model you have created
is exactly what I am looking for. reading through the
tutorials was so uplifting I must have studied them
for 3 hours reading back and forth through them.
I think your system has the greatest profit
potential per unit of risk I've come across (sound sleep
is important after all, right?)! And as good a profit/risk
ratio as possible is what investing is all about for
me. Buying low, selling high has always been the thing
to do, but in practice it somehow seldom came true
- this really does feel right, even though it is contrarian
at the moment, but indexing small amounts makes it easy
to execute and brings your average buying price near
to the bottom. You really have some system!
Thanks
Just
wanted to let you know that I appreciate your hard work
and your constant efforts to improve the system.
These last six months have been the acid-test for the
GetFolio strategy (and for ANY strategy, for that matter),
and I think GetFolio has weathered the downturn quite
well. I am very optimistic that your strategy is well-positioned
for bull, bear, and "sideways" markets. Thanks
much for the portfolio tool. I encourage you to continue
to develop it. For me, an automated tracking tool is
key to managing 50+ stocks. Keep up the good work.
Tim
The
best stand alone (dare I say the only stand alone) financial
product on the web.
Don
I decided to try Getfolio at the end of January.
Just wanted to let you know that after just over a month,
I have profits 5 times the 1 year subscription price.
The new portfolio management is a great improvement.
Thanks,
Greg
I manage more than 100K and thanks to you
I have been able to keep it that way, even with this
tremendous downturn!!!!!!!!!!! My friend who had
the same amount as me invested is down 80%. But he was
to busy to try your system. Well the upside for him
now is with only 20% of his money left, it takes much
less time to watch over.
Rich
We are going through the roughest
market in history, and I am still beating the market.
Thank you for providing this valuable service. Be well.
Charles
Brilliant Moti, Brilliant!!!!!!!!!!
Rich
I'm
extremely impressed with the program thus far and I
hope it continues to work as well. Hard to believe the
S&P is down over 30%, and the NASDAQ is down 70%,
yet I am up. I don't know how you do it, but thanks.
Davis
I
just wanted to issue a resounding AMEN to Rich's post!
I am learning how to do something that was completely
foreign to me pre-GetFolio. I started with a very small
amount of funds just to prove the system to myself without
risking too much. I am one of those who learns more
by doing than by reading, especially if money is involved.
The improvements to the site have been extraordinary........the
most helpful to me have been; of course the tracker........it
was like a light bulb went off.........it really started
coming together for me then. You have stressed how important
reading the tutorials over and over are. That is one
"bit" of advice I wish I had heeded sooner.
Thank you so much for the terrific work! Please
keep it up!
Just
a note to let you know that I stayed the course
and kept the faith and GetFolio paid off. I have followed
your system and my portfolio is up 12.8%, while the S&P
is down
sharply. Thank you for all that you have taught me.
I hope you'll find a way for the dialogue to continue.
I look forward to a long association
Jean
I
just wanted to thank you for all the effort you have
put into the site over the past year. Things
just keep getting better. Keep up the great
work and count me in for renewed
subscriptions!
Jeff
I
went with you and have been thrilled. Now that
we've had an upswing, I've watched the system in action.
November was tough and I got fully invested quickly
in my first month. Now that December and January
have happened, I've seen some nice profits.
I'm a believer. And THANK YOU for all you've done. I'm a customer
for life!!
Hale
I
may not be able to determine an accurate ROI since I
become a GetFolio member a year ago, because of overlapping
bad stock picks of my own and adding capital to my account
the more I appreciated my GetFolio success. Conservatively
that number is greater than 75% Yes, I did use
short term selling when stocks recovered with 30% gains
in the beginning because I had losses from my pre-GetFolio
days to offset and I have used margin. Now that all
my tax losses are offset with GetFolio short term gains,
just about all my gains are unrealized, untaxed and
waiting for long term capital gains tax rates and better
opportunities before being sold. But perchance, if the
market rallies just a little bit further, I will have
sold off all of my weaker lots and be margin free. In
that case, when the market becomes negative again, and
it will, I will have reserves to buy the next wave of
GetFolio stocks without sharing the profits with the
tax man. I may not approach the same pre-tax rate of
return next year with my longer term approach to investing,
but I know that the returns will continue to be incredible,
I will keep most of them and I will be willing to settle
for 50% per year returns!
Charlie
After tracking your system on paper for several weeks
in later Nov. and early Dec, I have applied it with
real purchases since mid December. As of today,
I am up over 27% on the approx. $100K that has actually
been invested out of the available pool of $500K.
Needless to say, I am not only happy with the results,
but more importantly confident of the overall strength
of the system. Very impressive, Moti.
Holger
If
you are wondering how your subscribers are doing.
Up 32% since Jan. 2, which makes me a positive 29%,
I am sure this number would even be higher if I would
have joined your service before august of last year.
But I wasn't lucky enough to find your site. With
a fairly good sum of money invested this
is a fairly healthy return. Having 8 positions
over 40% one as high as 72%, a stock called JBL (
I don't even have a clue what they do or who they
are ), things are fantastic!
I
sincerely mean the above. the numbers are astounding.
I listen to peers who are into the market and think
I am crazy, and they are trying to just get back to
even.
Rich
This note of praise for you and GetFolio is a little
overdue. It has been a very good year since I discovered
GetFolio, this past February, in a message board of
a stock I owned that had crashed hard. As soon as I
finished reading the information on your site, I knew
that your contrarian philosophy meshed with my own and
I quickly learned how to "protect my downside".
Selecting the entry point based on your technical analysis
of a "crashed stock" and scaling into a position
is unquestionably the magic of what makes GetFolio so
successful. Yes, I have had temporary losses when stocks
have gone to second, third and fourth buys but I know
that I will get close to the bottom and with just a
small recovery, I am in the black. I want to note, that
as I write this in September, nine months after finding
GetFolio, the market is negative and I have given up
a reasonable amount of my gains this month. Nevertheless,
my return has been over 50% for nine months and I am
trading with a considerable amount of capital.
Now, the return is a little higher because once I was
fully invested in May, I sold stocks as they reached
the top of the index chart and the top of the trading
band. Because of losses from my pre- GetFolio days I
have been able to offset many of the short-term taxable
gains. I do not plan to be as aggressive in the future
because of the tax impact. Additionally, I have used
margin and although it has successfully increased my
returns, I believe that the extra stress level is not
worth the extra return and I will be reducing the margin
level as stocks reach the top of the index and trading
bands.
I hope that you do this forever.
Charlie
Up 4.4% so far after a month, so it looks like I'm on
track. Thanks for the service. Your plan is certainly
worth more than the price of admission over time. I'm
sure it's a lot of work. So thanks for the effort. Perhaps
your contribution goes beyond monetary gains for a little
guy like myself. It allows me to reasonably plan for a
future that includes the security of myself and my family
as well as the additional time I'm able to spend by not
pouring over info myself. That alone is worth more than
you could imagine. Multiply that by a thousand members
and your true worth might be realized.
Thanks,
Hank
I
started using the GetFolio strategy in mid-February
of this year on a gradual basis to gain a thorough understanding.
I'm still learning. I tend to be a shorter-term holder
by selling when the position gets in the 5% to 10% return
range. I've never had to average down more than once
in the process. To-date, my return is approximately
26%. Not bad for 6 months.
Mike
I began investing using GetFolio' recommendations on
July 25 (about 4 weeks ago). I have acquired 27 stocks,
with 3 of them reaching the 2% purchase stage. I am
approximately 1/3 invested (in terms of the original
planned outlay). To date, net of commissions, I am up
7.6%, which I consider just short of remarkable, given
the squirrelly market we have been in. I am impressed
with your logic, and now more-fully appreciate the value
of your recommended strategy for indexing into a specific
stock. Based on these initial results, and the
strategy overall, I am giving serious consideration
to "upping the stakes" as it were.
Thank you for the opportunity to become involved in
your strategy, as well as being so accessible and responsive
to my questions. I should think that aside from the
financial rewards you are receiving both personally
and through your subscribers, you must get a great deal
of satisfaction knowing that so many of your subscribers
are achieving such excellent results. I also believe
that you retain the feeling of a "family".
Dick
I have Been a subscriber for awhile and I love
it. I am having fun. And thanks
for a simple great system.
Dean
I HAVE BEEN REMORSE IN NOT JOINING IN TO COMPLEMENT
YOU ON YOUR SITE AND SYSTEM. IT IS TRULY OUTSTANDING.
AFTER WATCHING FOR 3 MONTHS I BEGAN TRADING A 100,000
ACCOUNT. IT IS NOW UP TO 150,000. I HAVE COMMITTED
ANOTHER 500,000 ACCOUNT IN EARLY MAY.
Ken
I'm just in an ebullient mood this morning and wanted
to say thanks again for the fantastic system!
Jacob
I would just like to say that I have had my subscription
cost repaid several times over with the stock picks
that you have made. I like the style and philosophy.
My immediate needs are to build a cash base and invest
in the style that you recommend. I have been managing
my own assets, and it is really empowering. I am clinging
to your advice to use one method and not mix different
investing philosophies. This is the best advice you've
given, and probably the one that needs emphasizing the
most. Thanks for the solid info!
Lewis
The more I use your system, the more I am sticking strictly
to your rules. Every adjustment I had
made (using my own volatility number, etc) turned out
to be a mistake, so now I just follow the program as
mechanically as I can and the results have been terrific.
Thanks again, Moti, for all of your help.
Jon
All I can say is WOW. I am sleeping better!!! No reply
necessary
Thank you
John
I am a new subscriber who is currently enjoying a 19.36%
gain on your picks over the short period I've been in.
That's 471.13% annualized - not that I expect to maintain
this stellar rate! During that same period the S&P
has only gained 2.87%. As your methods match my temperament
and financial goals perfectly........
First of all, I want to say thank you. I had a similar
strategy to yours going for a while, but it was a tremendous
pain to do all the research on a weekly basis (during
my only time off of work) to find the good stocks that
were distressed. You have made my life a lot easier...
I'd like to start out by commending you on a wonderful
Web site and what appears to be a fantastic trading
strategy that minimizes risk while maximizing upside
potential. You have truly opened my eyes to the importance
of risk management, and I thank you for that. The knowledge
I've gained in a short time on the merits of good portfolio
management is well worth ten years' worth of subscription
fees. I've already told at least a dozen colleagues
about you and your site
I have been a subscriber for over 5 months, and traded
over 30 stocks in that time period. To date I am still
baffled by your accuracy rate, and your methodology.
Your money management concepts are excellent, and your
direct approach and mannerism makes the whole experience
of learning pleasant. I did not expect that much
knowledge on your site. All I expected to get
was a list of stock picks. I was pleasantly surprised,
and wanted to thank you for your time.
I was planning a little longer note to sing your praises
for what I can see to be a wonderful system of investing.
Your theory of how to scale into positions alone is
worth far more than the subscription price. The stress
has gone away and with your stock picks profits have
come along.
I would like to start by saying in the 3 months I
have been a subscriber I have an averaged 20% returns
on my GetFolio positions/trades, while my other positions
have crashed since mid March (some as much as 60%).
With these types of results I am going to a single
trading systems based on your model. You are
absolutely correct when you say it is impossible to
operate under 2 systems. Thank you for a wonderful
approach to the market. Jeff
I am a current subscriber to your service, and have
been looking for years for a good strategy for locating
turnaround stocks. The basic philosophy you use instinctively
makes so much sense that I can't believe more people
don't follow it.
When I was new to the market, I tried this strategy
without having the experience or technical skills to
locate a bottom, and without the high criteria you have
for solid, quality companies. I also went after too
many small and micro cap stocks, which of course often
keep on declining. But even after accounting for the
dogs and mistakes, there were still some striking successes.
Everyone in the technical world says locating a bottom
is extremely difficult. Maybe that's why it requires
specialization, and why it's a profitable specialty
to have. I am so glad to be able to subscribe to your
pick list, and know that they are all solid companies
which are on sale and nearing an intermediate bottom.
The Indexing is interesting too. My first reaction was
that it would cause you to be under invested in stocks
which rebounded more quickly (which one would normally
consider better stocks), and over invest in companies
which plunge further than expected (which would seem
to be not as good as group to load up on). However,
if the criterion is that they are all good companies,
and will all rebound, perhaps the stocks that are on
sale by a greater percentage are the ones to load up
on.
Jack
Your Indexing concept is very interesting.
I am an experienced investor, and have been playing
a similar strategy to yours, but with too much stress.
Your strategy seems much better structured than mine,
and I think I'm going to take your large cap approach
to heart, mainly for the sake of lowering my blood pressure
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