Stone Fox Capital Advisors: Trade: Added KHD

Thursday, October 22, 2009

Trade: Added KHD

Added more KHD Humboldt Wedag to our Growth Portfolio today when the stock plunged down to the 50ema. Can't find any news to explain the plunge so hopefully it's just a technical move and the stock will recover nicely.

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Portfolio Management

Portfolio Options

Net Payout Yields
More conservative portfolio focused on a diversified selection of strong, financially strong large cap stocks. These stocks have high Net Payout Yields which is the combination of dividends and stock repurchases. Studies have shown this stocks tend to out perform the market because selection of these stocks takes the emotion out of stock picking and by default these stocks are typically undervalued compared to their financial picture. The portfolio will be concentrated in 15-20 stocks to remain focused on the highest net payout yielding stocks.

Net Payout S&P500
2007 12.5% 5.5%
2008 (35.5) (37.0)
2009 36.4 26.5

Fees: 1.0% of assets
Minimum investment: $100K

Virtual Portfolio

Growth
The main approach is to be opportunistic and take advantage of what the market presents. Typically have a small/mid cap bias towards fundamentally strong stocks within attractive macro trends. Also look for underfollowed/underappreciated ideas to exploit the misinformation in the market. This can be from IPOs, value plays, spinoffs, or just beaten down sectors. The ultimate goal is to have a well diversified group of 25-30 stocks of mainly long exposure but some shorts depending on the direction of the market that provide long term outperformance of the market. Long term bullish on the emerging markets and global growth themes and typically holds 25%-50% of the portfolio in stocks that have major operations outside the US.

Fees: 1.25% of assets
Minimum investment: $100K

Virtual Portfolio

Hedged Growth

Hedged portfolio that is composed of three stock groups: Net Payout Yield stocks, Growth stocks, and Short stocks. This will give clients exposure to the market with less volatility and less market risk. The goal being to provide a higher risk adjusted return while also providing returns that are independent of the market. The portfolio will generally be invested 1/3 in Net Payout Yield stocks, 1/3 in Growth stocks, and 1/3 in Short stocks. When market condistions are unfavorable, the Growth and Short stocks will be reduced depending on the conditions which will significantly reduces market exposure. The Net Payout Yield portion will normally be fully invested due to the steady market outperformance that this group offers.

Fees: 1.25% of assets.

Minimum investment: $100K

Virtual Portfolio

Opportunistic (Aggresive) Growth
More concentrated version of the Growth portfolio usually investing in top 15 picks. This portfolio is more aggressive as it regularly will have short positions and at times will utilize margin. This portfolio is now being offered via Covestor Invesment Management which provides access to investment accounts as low as $5K.

Fees:1.5% of assets.
Minimum investment: $5K via CVIM. $100K via Stone Fox Capital

CVIM Model Portfolio

Custody of Assets
Custody of the assets under management resides with the bank or brokerage of the client's choosing. Charles Schwab is recommend but we can work with most custodians. Stone Fox Capital Advisors recieves limited power of attorney to buy and sell securities for the client's account. Clients still receive trading confirmations and monthly statements directly from the bank or brokerage firm.

Compensation
We are compensated on a fee-only basis, depending on the assets and portfolio under management. We do not receive brokerage commissions or any other compensation. Thus, our interest in enhancing investment value is aligned with the interests of our clients.

Contact
stonefox27@ymail.com

Thursday, October 22, 2009

Trade: Added KHD

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Thursday, October 22, 2009

Trade: Added KHD

0 comments:

SaneBull World Market Watch

Subscribe To

About Me

Portfolio Management

SeekingAlpha.com Author Page

Custodians

Favorite Financial Links

Covestor

My Blog List

Followers

Financial Indexes

Blog Archive