SP’s Mean Reversion Strategy: Snapshot of Account “EC1” Investment Performance using IB Portfolio Analyst

We present the inception-to-date comparative performance of Successful Portfolios' Mean Reversion Investment Strategy (EC1) and the Vanguard Total World Stock Index ETF (VT). We prepared the presentation using Interactive Brokers Portfolio Analyst.

What is a SEC Form ADV Part 2 Brochure? Sounds boring but it’s not. It’s an informative Client Brochure.

If you do business with or are considering doing business with a Registered Investment Advisor Firm (RIA), that RIA should give your their official Form ADV Part 2 Brochure. It's sometime referred to as the "Client Brochure". You should read it. It's a plain language disclosure document that the RIA must submit to the Securities and Exchange Commission (SEC) annually. Download Successful Portfolios April 2017 Client Brochure.

Learn How to Calculate the Rate of Return on Your Investment Portfolio or Any Other Asset: Free Excel Worksheet.

Learn how to use Excel to calculate: (1) Total Rate of Return (ROR) on an asset or portfolio; (2) Annualized Return (AR), Annualized Percentage Rate (APR), or Compound Annual Growth Rate (CAGR); (3) Total ROR from CAGR, APY or AR; (4) Number of days between dates; (5) Time Weighted Return (TWR); (6) Money Weighted Return (MWR) or Internal Rate of Return ((IRR).

Select Directional ETF Model

On June 24, 2016, the first trading day after BREXIT, global stock markets plunged. The S&P 500 lost nearly 4%. But our ETF Model Portfolio gained nearly 1%. This represents actual investment performance on over $2.2 million invested. Not a hypothetical simulation.

Key Tax and Financial Data for 2016 Fact Sheet – Free Download

Successful Portfolios is pleased to offer our Key Financial Data for 2016 Fact Sheet, available here as a free download pdf.  This handy fact sheet includes tax tables and retirement account contribution limits. Be sure to check back for updates as they become available. Call Successful Portfolios at (727) 744-3614 to discuss this and other tax-advantaged investment strategies.  

Stock Picking, Short Selling and Put Options

Stock picking is not easy.  Sure you can make money picking stocks.  But the real question is can you do better than simply buying a low cost index ETF?  Most investors can’t.  Picking stocks to short-sell is even tougher.  To execute a short-sale you pick a stock that you think will go down.  Then you [...]