Bond returns are at record lows.
Bond investors must consider a switch of some funds into equities but conservative investors fear the stock market is a Jedi Knight turned to the Dark Side waiting to swoop down and destroy their portfolio. You must act to preserve your ” buying power” but what to do ?
Here is a guideline we suggest for building a portfolio that cuts down risk( risk cannot be eliminated ):
1) limit selections to common stock listed on major exchanges
2) no stock selling for less than $5.00
3) only select companies that are profitable
4) only purchase stocks that are paying a dividend
5) avoid attempts at market timing
The strategy outlined in this guideline is simple but not easy to follow. For a more detailed explanation of selection criteria please refer to The Apprentice Millionaire Portfolio available from amazon.com
Portfolio Management : Engagement Process for Jack A. Bass Managed Accounts
The Engagement Agreement authorizes us to officially act on your behalf and also provides for protection of confidentiality in regards to the dissemination and distribution of your sensitive financial information.Generally you will name Jack A. Bass as a person allowed to trade your portfolio – BUT without any authority to remove funds from your account.
Due Diligence. Once our company is engaged, we undertake the required due diligence to confirm and verify the necessary information required to execute your request.
Evaluation. After due diligence we evaluate your / your company’s current value and estimate future value based on recent market and other comparable data.
Fees. Engagement Fees are NOT based on the number of hours and direct costs required to complete due diligence, perform an evaluation, and prepare the necessary information to support your request that we act for you.Our initial review: this includes performing financial analysis, conduct competitive comparisons, in- depth financial reviews, and validating the necessary information to prepare the most compelling portfolio related to your needs.
We earn our fees by performance :
1 % per year as administration
20 % of annual portfolio gains calculated twice a year
There is no cost or obligation to contact us at firstname.lastname@example.org ( or call Jack directly at 604-858-3202 – same time zone as Los Angeles)
Main website http://www.jackbassteam.com