Menu

Our methods of managing equity accounts are simple and effective.  Everything we do is based on the Law of Supply and Demand.  We closely follow the guidelines of the Lowry Analysis, which has measured the daily forces of Supply and Demand at work in the equity markets for more than 70 years.  We invest heavily in equities during periods in which investor Demand for equities is stronger than the Supply of equities for sale.  We protect portfolios during periods in which the Supply of equities for sale exceeds investor Demand.

Our objectives are bold, because our Analysis supports our objectives.

  • To outperform the S&P 500 Index during bull markets by investing in stocks that have, throughout history, consistently out-performed the S&P 500 Index during bull markets.
  • To outperform the S&P 500 Index during bear markets by decreasing exposure to stocks reflecting weakening investor Demand and expanding investor selling.  Lacking better alternatives, we will hold up to 100% in Treasury bills and cash equivalents to preserve our clients’ wealth for subsequent bull markets.