GWM Model Portfolio Stock Holdings

History has shown that up to seventy percent of a portfolio's performance can be attributed to market direction and sector selection. This is precisely the reason we give so much weight to our Market Direction Model and Sector Analysis. We want to have the wind at our backs when investing.

There are a myriad of investment styles to choose from when it comes to stock selection. GWM uses the "Top - Down" investment style, market direction 1st, sector section 2nd and, finally, stock selection.

I have found that I do not have the personal traits required to be a value investor. Value investing is great for those with the patience of Job and the ability to watch their investments decline as the market advances. I vastly prefer the "Relative Strength' approach to investing. If possible, I want to be invested in stocks and sectors that are outperforming the benchmark S&P 500. I also like stocks that are being accumulated by the "Large Player" portfolio managers: institutional sponsorship is important; they are the ones with enough money to move stocks and the market.

Currently our model portfolios have positions in the following stocks (partial list). They all have the following characteristic:

Institutional Sponsorship as indicated by high volume large player share accumulation (green line)

Strong Buy ratings by analysts

Relative market outperformance (second chart)

Volume and Price Chart
Effective Volume Charts by Pascal Willain

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Relative Y-T-D Performance

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This blog post does not constitute an offer of investment advice. This blog is only provided for educational purposes. Please read the Important Blog Disclosure posted in the right channel bar.