Why Pullback Portfolios?
It’s pretty simple when you think about it. Buy low, sell high. Right? Well…not so fast.
Obviously, it’s easier said than done, because what is low? We know a number of reasons why stocks might fall and continue to do so over time. A number of factors depress stock prices – poor management decisions, consistently bad earnings, serial equity raises, fraud, etc. Unfortunately, investors try to ‘take advantage’ of the depressed prices of these stocks and may pay the ultimate price of their bad decisions.
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However, most people don’t take into account the outlier – the one time that a superb company gets unjustly punished because it got caught up in a bear market, or there may have been news that was inaccurately interpreted by the masses, or perhaps it had ONE bad quarter of earnings in an otherwise spotless history of performing for its shareholders.
In our stock coverage universe, you can bet that when one of our quality holdings gets beaten down, that is our time to act. Thirteen years of research have allowed us to cover hundreds of stocks for our members. When the best ones fall in price for little reason, we take swift action to include it in a Pullback Model Portfolio, a portfolio intended to give us short to mid term gains around our long-term core holdings.
DON’T MISS OUR NEXT BUY ON PULLBACK MODEL PORTFOLIO
In the 7 closed portfolios below, the stocks all belonged to our core basket of stocks at the time we added them as positions in these Pullback Portfolios. We had a reason to include each and every stock in these portfolios, and we were rewarded for doing so. In every case except one, we handily outperformed the S&P 500 index, with 5 of them by at least 100%.
- A mere $1000 investment in any of the above portfolios would have partially or fully paid for the price of a membership to GeoInvesting.
- More realistically, a $10,000 investment in any of the above portfolios 7 closed portfolios would have paid for your membership many times over. For example, portfolio #3 would have netted you more than $13,000 in 11 months.
Price Disconnect
Here are some of the main things we look for when considering a stock for inclusion in one of our Pullback Portfolios. These factors cause a temporary disconnect between what the market perceives the price should be and what the stock is actually worth…
The market is in the throes of a broad correction or bear mentality where bad and GOOD stocks go down in tandem. It is the good stocks that will snap back the quickest
We often look for instances in which a company may have had a one-time slip up, or a situation that they could not control that will obviously correct itself in the short term.
If one of our holdings goes down in sympathy with a peer there’s a chance there was no good reason for that to happen.
We cannot avoid the obvious. The coronavirus has thrown everyone for a loop. Because of this, we have encountered one of the most misunderstood markets of our time. But just because this might be the case, it does not mean that a core holding of ours should suffer if the business will not be harmed.
Why We Are Proud Of Our Work
Over 50 companies profiled on Geo acquired, nearly all at a premium to previous day’s closing price, or price since inception of coverage
85 of our core disclosed longs have at least doubled at their peaks during the holding period of the position on GeoInvesting.
GeoInvesting longs compiled average is over 44% since 2014.
Stats show that even after we closed our positions, if we had held our positions, the returns would have dwarfed what we reaped, reinforcing the case for longer-term investing.
GeoInvesting longs (termed GeoBargains in the early years) compiled average was over 30% from 2009 to 2014.
“GEOINVESTING has a fantastic team that does amazing due diligence to find potentially explosive opportunities in the microcap space. I have tremendous respect and admiration for Maj the CEO and co-founder of GEO. He is one of the most humble and hardest working, all around stand up guys in the business. GEO has had some amazing calls over the years that makes their service a steal in my opinion. If you aren’t afraid of the space and you understand the risk and potential rewards of microcaps.”
“I personally really, really believe that you have the best personal approach to speculation…best odds by far …than anyone else I’ve seen in my 40 yrs at this….no kidding Maj… the fact that it is the closest to my own has something to do with it…as I have been hurt so many times that I only take the smallest risk possible in choosing an investment campaign.”
“Geoinvesting is the most valuable microcap research service available today. Their breadth of coverage, when considering depth of analysis, is the most expansive we have yet to encounter. Their coverage focuses on actionable ideas. Their analysis includes considerations of timing and most importantly their thesis and corresponding granular support for their views; and they are transparent with respective to their own positions in the names they cover. Geoinvest’s prinicipal, Maj Soueidan, is one of the best microcap investors in the equity markets today.”
“Hi, I have already taken some action and purchased some shares in [the some of the stocks you cover]. So far with the information from the GEOinvesting portal I have been able to monitor and understand those shares and navigate the web page easily. The information I am getting from the portal is extremely helpful in understanding why stocks go up or down. Thank you so much for helping me get started and coaching me through this, I appreciate everything Maj, and the Geo team have provided me with.”
“Thank you for your e-mails. I am glad that I was able to join GeoInvesting. Microcaps are one of the very few niches where a retail investor can do well, and your service looks sincere and solid. I learnt to know about it from a podcast interview with Nate Tobik and Fred Rockwell. I’ve bought a small bucket of stocks that are in the portfolios but haven’t run up yet. From now on I will focus on the daily morning newsletters and add something new that looks promising. I’m grateful that you make the information available through e-mail and not only through Twitter.”
“Hi Maj, Been a GeoInvesting member since Summer 2018. You opened my eyes to the inefficiencies and opportunities in the microcap market. Looking forward to learning more from you and the GeoInvesting team.”
As Seen In
What We Are Offering You
It’s simple. We are giving out a coupon to the first 10 people who want to take advantage of this and other stock pullback opportunities that arise at GeoInvesting. With the code Pullback, you’ll receive a special quarterly rate, offered sparingly from time to time. We don’t know the next time we will have an offer like this, so consider this as a bit of a gift. As detailed below, the coupon results in a Premium GeoInvesting subscription at $123/quarter, or 59% off the regular rate of $300 per quarter. You’ll get a personal welcome from a member of our team once you complete the subscription process, so see you on the other side!
Quarterly Subscription Platinum
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Calls To Action
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Calls To Action
Calls to Actions include alerts on the stocks our team is buying and selling. You can choose to follow these moves to build your own portfolios or buy stocks at your convenience. About 1 CTA per week, so we don’t flood you with too much to think about.
Model Portfolios
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Model Portfolios
Model portfolios focus on specific proven strategies to outperform the market. These custom portfolios are perfect for every level of experience and vary in strategy to appeal to different types of investors. Our “Buy on Pullback” Portfolios have consistently beat the market.
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Premium Research
GeoInvesting provides institutional-grade research that’s affordable to the everyday investor. Unlike Wall Street investment banks, we don’t get paid by companies to talk about them. The GeoTeam’s research has powered over 11 years of investing success.
Education
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Education
We’re on a constant, daily search to improve our research methods and learn more about all things related to the stock market. Improve your stock picking skills and portfolio management from learning how we find winning management teams and avoid risky stocks.
Nothing contained on GeoInvesting or its correspondences should be considered investment advice, an offer to sell, or a solicitation of an offer to buy any security, nor shall GeoInvesting offer, sell or buy any security to or from any person through this site or reports on this site. GeoInvesting, LLC is not registered as an investment advisor in any jurisdiction. The content and materials contained on this website are provided for information purposes only and nothing contained therein is investment advice nor should it be construed as such. Prior to making any investment or subscribing to any of GeoInvesting’s free or premium services and products, you should consult with professional financial, legal and tax advisors to assist in due diligence as may be appropriate in determining the appropriateness of the risk associated with a particular investment. To see full terms, please go here.