Financial Research Firm Reveals New FLEX-10 Index to Track ...
Press Release
For Immediate Release
Financial Research Firm Reveals
New FLEX-10 Index to
Track Performance of the
Market¡¯s Top Ten Stocks
? Retirement and income expert Charles Sizemore leads development
of portfolio strategy merging value and momentum metrics
? Index backtested over 20 years to cover wide range of market environments
and two major crashes
? Overall performance phenomenal¡ shows results that would have
crushed all major benchmark indexes
Baltimore, MD, June 20, 2019 ¡ª Charles Street Research (CSR), a financial
research and publishing think tank based in Baltimore, MD, recently revealed
a brand new performance index for one of their top research services.
Developed by Charles Sizemore, CSR¡¯s Chief Retirement and Income Strategist,
the FLEX-10 Index tracks the performance of a model portfolio comprised of
the market¡¯s top ten value and momentum stocks each month.
Not to be confused with benchmark indexes like the S&P 500 or the Nasdaq,
the FLEX-10 Index tracks a very small, selective group of stocks based on 27
different criteria. The index is updated monthly to reflect the rapidly changing
market environment.
¡°For the past decade, many investors have felt like geniuses riding this ten-year
bull market,¡± Sizemore says of the new index. ¡°But those outstanding gains
have primarily been driven by about 10-20 high-flying stocks.¡±
¡°Now, we¡¯re starting to see many of those stocks come under pressure. Anyone
investing in a fund that tracks a broad market index is at increased risk in the
months ahead. And if we¡¯re headed for a recession, anyone broadly invested
in the market is likely to get crushed, just like in 2008.¡±
Sizemore¡¯s FLEX-10 Index is designed to perform in any market environment,
including a hedged position when volatility starts to pick up.
While he¡¯s the first to admit this strategy won¡¯t outperform the benchmarks every
month, he¡¯s extremely confident in the long-term outlook.
¡°We ran an aggressive backtest all the way back to 1999 to test this out. I¡¯m
confident we¡¯ve covered just about every market condition, including two
major market crashes. While recently value stocks have fallen a bit out of favor,
I expect the FLEX-10 Index to vastly outperform the benchmarks over the next
decade.¡±
To learn more about the FLEX-10 Index, access Sizemore¡¯s recent presentation, delivered
to Charles Street Research subscribers at The Rich Investor ().
About Charles Street Research
Charles Street Research provides readers with economic forecasting, investment
research, and proprietary economic knowledge.
We give our customers the information we would want if we were looking for it.
Charles Street Research is fully independent and unbiased, and only publishes
information and strategies we would want our own families to follow.
Press Contact: Stephanie Gerardot,
media@
LEGAL NOTICE: Protected by copyright laws of the United States and international treaties. This Press
Release may only be used pursuant to the subscription agreement and any reproduction, copying,
or redistribution (electronic or otherwise, including on the worldwide web), in whole or in part, is
strictly prohibited without the express written permission of Charles Street Research.
This work is based on SEC filings, current events, interviews, corporate press releases and what we¡¯ve learned
as financial journalists. It may contain errors and you shouldn¡¯t make any investment decision based solely
on what you read here. It¡¯s your money and your responsibility. The information herein is not intended to be
personal legal or investment recommendations and may not be appropriate or applicable for all readers. If
personal advice is needed, the services of a qualified legal, investment or tax professional should be sought.
We expressly forbid our writers from having a financial interest in any security recommended to our readers.
All of our employees and agents must wait 24 hours after on-line publication or 72 hours after the mailing of
printed-only publication prior to following an initial recommendation.
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related download
- vanguard u s value factor etf vfva
- putnam large cap value trust
- your guide to cfra stock reports
- financial research firm reveals new flex 10 index to track
- 10 stocks to dump now
- fidelity vip value strategies portfolio
- top 20 shares by value australian securities exchange
- global top 100 companies by market capitalisation
- chapter 10 stock valuation texas tech university
- ally financial alphabet anthem applied materials berkshire
Related searches
- spreadsheet to track loan payments
- spreadsheet to track mortgage payments
- software to track personal finances
- best program to track tasks
- best way to track finances
- how to track job tasks
- software to track tasks
- best apps to track spending
- template to track tasks
- ways to track money
- best way to track expenses
- how to track fedex package