Frequently Asked Questions
HOW TO USE THE WALL STREET MONEY LETTERS:
When we first started our flagship The Wall Street Money Letter in 1980, the WSMLwas a much simpler monthly report. Back then, it consisted of a brief essay on the investment markets and a model stock portfolio. We still have essays but now in addition to our original model portfolio, we have added technical market forecasts, trading model portfolios, small cap model portfolio and specific sector portfolios under different letter banners. In addition, we have also added a Buy Sell and Hold advisory which allows subscribers to develop their individualized portfolio of interest requesting our proprietary cycle analysis and status recommendations.
MARKET ANALYSIS & FORECAST:
Each market analysis and forecast update is based on our current cycle analysis using proprietary short term and intermediate term cycles. These cycle forecasts offer a short and longer term overview of key support and resistance levels in the markets which help to guide our short and longer term investment decision making process.
CYCLE VALUED GROWTH PORTFOLIO:
This portfolio is selected based on our cyclic buy signals for fundamentally analyzed security issues. This newsletter tracks many household named valued investments for the best timing in adding positions to portfolios. Subscribers should realize that you could have great companies that at times, could be bad stocks. Subscribers may follow our cyclic buy and sell suggestions or incorporate a discipline using our trailing price floor investment disciplines.
In the current market climate, we are using a risk tolerance trailing price floor level of 7 %. This discipline requires that we sell any position that drops 7 % from the higher of either the purchase price or the highest priced tracked on a closing basis. The position may be bought back - hopefully at a lower price - so long as its cycles remain positive on an intermediate basis. Investments which move up in value will be held until such time as the upward movement ends and the 7 % trailing price floor is triggered. For subscribers who elect to ignore these short term "Risk Management" sell signals, we provide you with our original research anticipated trading signals which may contain shorter term directional movement in price. Positions reaching our upside trading channel forecasts may also be sold as price targets have been successfully achieved.
DIVIDEND CAPTURE PORTFOLIO:
Dividend Capture is the strategy of buying a stock just before the stock is traded without the dividend, holding it just long enough for the stock to move back to your original purchase price in order to collect the dividend without cost, then selling the stock thereby capturing the dividend.
Dividend Capture Strategy
Our Dividend Capture Strategy may suggest a dividend "Money Machine" for all investors. Successful Dividend & Income Investing could generate early retirement; and, investing in your future has never been easier.
Whether you are 30 or 60 - whether you are investing for the future or saving in retirement - this Dividend Capture Strategy is for you. It is a must for every portfolio - whether you are investing $10,000 or $100,000 or already have a portfolio of income generating securities. Some of these high dividend paying stocks together with previous price appreciation have protected clients' wealth and earned double digit total returns. For many years, institutional and astute investors have used the technique of dividend capture to enhance investment returns. Our added benefit is the use of our proprietary cycle analysis research identifying stocks that may continue up in price after stocks trade ex-dividend.
WALL STREET MONEY LETTER:
The purpose of this newsletter is to track the major component issues within those sectors making up the Standard & Poor 500 Index. For example, subscribers may select the major sectors of the S & P 500 Index as an overall indication of the market movement for each specific sector, or subscribers may scroll down to the component that make up each sector and select specific stocks within a particular sector.
Thank you for subscribing. We look forward to a long and mutually profitable relationship with you.