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Paragon of Transparency: Posting of Results versus Established Benchmarks 



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Proof of Concept

BeatOrFree.com in Naples, Florida is focused on value proposition and transparency to market benchmarks like the S&P 500. We have more than 12 years of experience in the industry, and we are committed to placing the needs of investors first.

Portfolio Mission

Observation

According to a March 2015 report released by S&P Dow Jones:

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1. According to a recent S&P report, 86% of active large-cap fund managers failed to beat the S&P 500 Index in the past year.

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2. 89% of the same managers failed to beat the S&P 500 Index in the past 5 years.

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3. 82% of the same group was beaten by the S&P in the last 10 years.

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Proposal

Portfolio manager Richard Chen will leverage the principles of value investing along with his experience as manager of a global business to attain investment insight synergies.


Typically, investors have modest business backgrounds, and business people are too busy and biased toward their own companies to be objective investors. It is rare for one individual to have both the skill sets and the time devoted to value investing and business operations. This portfolio aims to prove the synergies would result in performance that would beat the market.

Portfolio Method

  1. The goal is to grow a capital base that would outperform the S&P 500 Index annually as well as on a cumulative basis.
  2. The portfolio launched on July 17, 2014.
  3. The capital base would be invested evenly in 10 securities of publicly traded companies.
  4. One of the 10 security positions would be in an S&P Index fund, namely the Vanguard 500 Index Fund, VOO, as the market benchmark.
5. All dividends issued by the stock would therefore immediately be reinvested.
6. All sales of positions would be immediately followed by reinvestment of the entire amount in the new position; under the current capital structure, the goal is to keep the position count fixed at 10.
7. Therefore, returns of any position could be easily computed by calculating the growth in value of each position over the original investment amount.

Year-to-Date (YTD) Returns




About Our Leadership