A SpireStock's Journey
A SpireStock journey begins with the application of AITP™,
as always, toward a desired objective, tangible, measurable, and reliable outcome. |
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In this case, the desired outcome is to invest in a long term investment instrument,
that has demonstrated the continual perpensity to outperform the major market indices, year in and year out, and, in turn, any
mutual fund or other investment instrument. |
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Moreover, investment historical data is analyzed to discover that, for the long term
(defined as at least seven years, because one's money doubles every
seven years at 10.4% annualized return, which is about the historical performance
of "the market"), the best investment instrument is
direct stock investing. |
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From here, the path deviates from the unbounded choice of the 15K+ equities, by
alleviating the crisis/moral dilemma, presented the investor, who typically has
no idea which stocks are utilizing the investor's money for activities/efforts that
are morally wrong, such as those activities that are contrary to the sanctity of
life.
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As the investor continues to embark on the SpireStock investment journey, after
rectifying a potential conflict of interest with the investor's beliefs, with eyes
still on the desired outcome of investing for the long term in morally responsible
stocks, the investor is still faced with the monumental task of deciding how to
derive a manageable amount of stocks, that can pass numerous filters/screens; thus,
resulting in proven, demonstrated performance, that surpasses the major market indices
and other investment instruments, as defined in the initial desired outcome/goal.
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Therefore, SpireStock's essence and unprecedented capability
to provide an objective, systematic, measurable, reliable, and tangible means to
not only choose stocks based on a single input from the investor (how much money
to invest), but automatically determine the number of shares, to include when to
buy more and sell those shares, is feasible because of the
AITP™ process invented by the SpireStock's founder. |
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At this juncture, AITP™, conducts a fundamental
analysis that correlates company senior leadership to actual performance data, and,
in addition, reviews this actual data to create mathematical algorithms that correlates
and normalizes company data, across the other stocks, in order to gain a deeper understanding
of the company factors that, directly and tangibly, correlate to performance success,
such as company job growth and debt/equity ratios, as examples.
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In addition, the SpireStock model then adds technical analysis to the fundamental
analysis, to determine, which stocks are postured to continue their stellar performance
and/or are readied to rise to a new level of performance |
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As the journey continues, actual annualized performance is analyzed for each stock
to determine thresholds that each stock has to pass in order to be "retrieved" from
the database and considered an active SpireStock. |
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At this point, the journey has been longer than most, and it is at this point, that
AITP™ comes to life, by analyzing all that has
happened and deriving a single number (single order of merit) for each active SpireStock
to determine the allocation of the amount of money desired to be invested directly
into equities. SpireStocks recommends that the individual investor who wants to
invest for the long term (at least 7 years) should have 70%-90% of their investment
portfolio allocated toward equities via direct stock investments. |
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