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Cpc housing recovery fund powerpoint
1. Buy Real Estate or Housing Stocks?
February – April 2012
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2. Credentials
BBA Finance; BA History (summa cum laude)
Chartered Market Technician (CMT)
Chartered Financial Analyst (CFA) Candidate
MBTI Certification for Behavioral Analysis and Personality Evaluation
Series 7: Securities Representative
Series 66: Quantitative Methods
Series 86: Research Analyst Qualification
Life & Health Insurance License
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3. Publicity Success
500,000+ article views on Seeking Alpha
Numerous Editor’s Picks, Most-Popular, Front Page articles
Opinion Leader on Gold, Precious Metals, Commodities, Options,
Short Ideas, and Portfolio Strategy
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4. Media Exposure
TV spotlight appearances on CNN, ABC News and The
Business News Network, BNN
Featured and quoted in:
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6. Established Themes
• Our investments are
based on big-picture
themes and detailed
analysis
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7. Why Housing Stocks Are Better
Most people attempting to profit from a housing recovery
Buy homes and real estate
Need time to search, more money for purchase, and maintenance
Increase risk of poor location or market downturn
Housing Recovery Fund
Requires considerably less time invested
Free of maintenance costs
Has potential for much higher returns
Offers enormously increased liquidity
Greatly reduces risk
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8. Housing Bubble:
Recovery or Double-Dip?
Recovery
The crash in real estate from 2007-2009 brings opportunities
Fear and avoidance of the housing sector has created value
Stock market up 100 percent from 2009 bottom, while housing market
still near its lows, down 30+ percent. Buying opportunity?
Double Dip
Is the worst behind us?
What happens to home prices if we enter another recession?
How can you protect the value of your home or real estate?
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9. Housing Crash in Perspective
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10. Positives vs Negatives
Positive Negative
Recovering job market Huge inventory of foreclosed
Low mortgage rates homes
Highly-depreciated prices Massive existing supply
Increased affordability High unemployment
The Fed’s quantitative easing High gas and food prices
programs aimed at boosting Difficulties in qualifying for a
housing mortgage
Purchasing a home much more Overall lack of confidence in the
attractive at these levels housing market
Weak consumer
So for those looking to bet on a housing recovery, what is the best way?
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11. Housing Recovery Fund
Whom does this apply to?
Any real estate company
Any home buyer
Property owners
Investors looking for protection or diversification
Investors looking to profit from a housing recovery
How does the Housing Recovery Fund help?
Protect the value of property you own
Diversify your investing or retirement portfolio
Profit from a recovery or housing outperformance
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12. Physical Real Estate vs Housing Stocks
Option #1
Buying Physical Real Estate
Pros
It’s physical, tangible property
Potential income from rent
Cons
Large monetary outlays required
Non-liquid investment
Requires considerable input of time
Extra costs for maintenance, property tax, and insurance
Generally requires good credit
Selection, location, and house risk
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13. Physical Real Estate vs Housing Stocks
Option #2
Investing in Homebuilder Stocks
Pros
Low investment minimum required
Highly-liquid investment
Requires a lot less time
No maintenance, property tax, or insurance costs
No credit barriers or approval necessary
Eliminates selection and location risk
Allows for diversification
Allows for protection and risk control
Potential for much greater returns
Cons
No rental income (but some dividends)
May not mirror actual home price changes
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14. Housing Stocks Have Much Greater Potential
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15. Our Housing Basket
Investing in Homebuilders is a big opportunity
Limited risk
High liquidity
Little or minimal time investment
No extra costs
Diversification
Potential for exponentially higher returns
How to Play It
Chart Prophet LLC is currently managing private accounts and a “Housing
Recovery Fund” that will create a basket of housing stocks from a select group
of homebuilders, retailers, and housing-related companies.
We will then actively manage the fund in order to maximize profits from stock
price fluctuations, and implement risk-protection through hedging and
options strategies.
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16. Competitive Advantages
Triple-Perspective Outlook®
Fundamental
Technical
Behavioral
Extensive and versatile investment mix
Proprietary programmed timing strategy
Pair trading
Stop-Loss Portfolio feature
We are prepared to profit during a falling market
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17. Programmed Timing Strategy
Programmed Formula
Technicals (price, moving averages, relative strength)
Unusual activity (volume, money flows, momentum)
Behavioral triggers
Avoided Dot-Com Bubble (1999-2001) and
Housing/Financial Meltdown (2007-2009)
Works on most stocks, commodities, markets
Both a timing tool and an investment-idea generator
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18. Backtested Results
While the stock market underwent a “Lost Decade” of zero
gains, our backtested strategy showed returns of between 599 and
915 percent, with over 80 percent winners and average annualized
returns of over 50 percent.
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19. Optimizing The Strategy
Confirm through Triple-Perspective analysis
Invest small portion initially
Manage Risk: buy near support/away from resistance
Allocate in accordance with market direction
Maintain “buy list” and scale positions
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20. Team
Prime Broker
Administration
Banking
Legal
Accounting
Design
Retirement Accounts
Research Platforms
Research Distribution
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23. Executive Management
Yoni Jacobs, CMT
Executive Director / Chief Investment Strategist
Elliot Schubin
Chief of Operations
Sean Roos
Chief Compliance Officer / Chief of Investor Relations
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24. Investment Required
We are seeking $10 million for Q1 2012
We will invest the funds in:
Homebuilders
Retailers
Housing-related companies
We will protect and hedge with:
Options strategies
Pair trades
We have strategies we can’t share
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25. Contact
Yoni Jacobs, Chief Investment Strategist
Sean Roos, Chief of Investor Relations
(212)-222-3221
(516)-313-7065
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26. Risk Considerations & Disclaimers
There is no assurance that a portfolio will achieve its investment objective. While the Investment
Management Company will attempt to moderate these risks, there can be no assurance that its
investment activities will be successful or that investors will not suffer losses. Portfolios are subject to
market risk, which is the possibility that market values of securities owned by the portfolio will decline and
that the value of portfolio interests may therefore be less than what was paid for them. Accordingly, you
can lose money investing in this portfolio.
Please be aware that our portfolios may be subject to certain additional risks. Investment in our funds is
therefore suitable for sophisticated investors who are able to bear the loss of a substantial portion or even
all of the money invested.
Before investing, please consider the investment objectives, risks, and fees associated with the fund,
including but not limited to those discussed herein.
This strategy profile does not constitute an offer or solicitation in any state or jurisdiction. Any further
distribution or reproduction of this strategy profile, in whole or in part, or the divulgence of any of its
contents, is prohibited.
Nothing in this Article should be construed as a solicitation or offer, or recommendation, to acquire or
dispose of any investment or to engage in any other transaction. Chart Prophet LLC does not render or
offer to render personalized investment advice or service through the Article. Chart Prophet LLC’s specific
advice is given only within the context of our contractual agreements with each client. The Article is
limited to the dissemination of general information about Chart Prophet LLC’s service offerings, and
provides an alternative method for prospective clients to learn more about Chart Prophet LLC, and contact
Chart Prophet LLC. Advice may only be rendered after the delivery of the partnership agreement.
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