The highly effective partnership uncovering shares with 200%+ revenue potential.
Editor’s Notice: Over time, my Inventory Grader system has helped me establish a whole bunch of market-beating shares – all by way of a disciplined, quantitative strategy grounded in fundamentals and momentum.
However markets evolve. And now, there’s a brand new layer of perception that may give buyers an excellent higher edge: real-time client habits.
That’s why I’ve partnered with Andy and Landon Swan of LikeFolio. They’ve constructed a outstanding system that tracks tens of millions of on-line conversations to uncover rising traits earlier than they seem in earnings studies or analyst upgrades.
By combining their real-time sentiment information with my Inventory Grader alerts, we’ve created one thing I consider is actually next-level. In testing, this collaboration uncovered greater than 240 double-your-money alternatives over simply 5 years.
Andy will stroll you thru precisely how this breakthrough works – and how one can be a part of us – throughout a free dwell occasion tomorrow at 10 a.m. Japanese.
I encourage you to reserve your spot here.
I’ll flip it over to Andy…
************************
It’s wonderful how a lot you’ll be able to study from spending the day with a fellow investor.
Particularly when it’s somebody who’s been doing it professionally for 45 years…
… whose quantitative system has topped the efficiency of the S&P 500 since 1997…
… somebody whose funding agency manages round $1 billion in belongings…
… whose mutual funds and ETFs have been ranked #1 by Morningstar and The Wall Avenue Journal…
…whom The New York Instances has known as “icon amongst development buyers”…
… who’s a daily visitor on Bloomberg Tv, Fox Information, and CNBC.
As you’ve doubtless already guessed, that somebody is Louis Navellier. And assembly him lit the fuse on an thrilling new collaboration.
Louis started programming computer systems that beat the market within the Seventies whereas nonetheless a pupil. And he launched his first publication in 1980, again when my brother Landon and I had been nonetheless studying how one can stroll.
He’s a residing legend amongst quant buyers like us – of us who depend on information, not guesswork, for his or her edge. That’s why they name him the “King of Quants.” He’s been doing this longer than anybody else we all know.
And when he shared how he acquired into this enterprise, it sparked a collaboration that led to our Final Inventory Technique. It’s a rule-based system that, based on backtests, on common would have discovered a brand new inventory each six buying and selling days with the potential to double your cash.
I’ll get into the small print in a second – plus how one can study extra. First, let me share a little bit bit about how Louis blazed a path for us quants.
This System Grades 6,000 Shares
It began with an task Louis acquired as a pupil.
He was learning finance at Cal State Hayward. One among his professors there had a consulting gig with Wells Fargo. He invited Louis to assist him run some fashions utilizing the financial institution’s mainframe.
Louis was tasked with constructing a mannequin portfolio of 320 shares that might observe the returns of the five hundred shares within the S&P 500.
Solely his portfolio didn’t simply mimic the efficiency of the index – it beat it.
It was the muse of the Inventory Grader system he makes use of right this moment. It ranks greater than 6,000 shares based mostly on gross sales development, working margin, earnings momentum, and different basic metrics. Then it combines this rating with institutional shopping for and different catalysts.
All of it will get boiled all the way down to a grade, similar to you’d get at school:
- A inventory with the best development and enterprise high quality rankings will get an “A.”
- A inventory with depressing rankings will get an “F.”
Since Louis began his first publication in 1980, this technique has flagged 675 shares that might have doubled your cash or extra – together with 22 that shot up 100 instances in worth.
Louis proved {that a} rules-based system combining basic evaluation and market flows might systematically beat the index.
Landon and my breakthrough was proving that client habits on-line might, too.
Our Personal Eureka Second
An task throughout our time at TD Ameritrade impressed a deep dive into Twitter (now X), which led to a eureka second:
- Customers enthusiastically share the manufacturers they buy on social media
- We discovered a method to make use of that information to forecast the gross sales of the businesses that personal these manufacturers
- We use these forecasts to identify outlier shares
As soon as this lightbulb went off, we knew we had been sitting on an actual edge.
So… we secured an endorsement from Georgetown College with a research that proved our know-how might “predict” future outcomes. We based LikeFolio to provide our brainchild life. And in 2019, we partnered with TradeSmith to convey our data-driven edge to hundreds of on a regular basis buyers similar to you.
The LikeFolio playbook is easy:
- Discover huge cultural and client shifts as they develop.
- Determine the best-of-breed manufacturers benefiting from this shift that buyers love.
- Purchase their inventory earlier than the group catches on.
- Maintain so long as they continue to be massively common with shoppers.
We observe tens of millions of particular person information factors from throughout the online – together with social media posts, AI prompts, search queries, and internet visitors traits. Then we distill it right into a 0 to 100 Social Warmth Rating to identify the shares prepared for liftoff.
A inventory with a Social Warmth Rating above 70 signifies a “Purchase.” A inventory with a Social Warmth Rating beneath 30 signifies a “Promote.”
It’s not removed from what Louis does along with his Inventory Grader system. Solely it makes use of on-line sentiment as its most important measures as an alternative of basic and quantitative rankings.
After assembly Louis, it didn’t take lengthy for us to appreciate we had many winners in widespread. And once we seemed into it some extra, we realized that combining our client insights with Louis’ grading system would additional sharpen our edge.
We weren’t flawed. In our testing, this “Final Inventory Technique” noticed greater than 240 double-your-money alternatives over a span of 5 years for a median achieve of 244%.
A whole bunch of New Potential Doubles
This new technique marries our Social Warmth Rating with Louis’ Inventory Grader system to create one thing much more highly effective.
And that’s saying one thing…
Landon and I’ve delivered 25 double-your-money-or-more winners to our subscribers in simply the previous 5 years, recognizing shares like:
- At Residence Group Inc. (HOME) through the COVID pandemic earlier than it shot up 611%.
- Coinbase International Inc. (COIN) within the wake of the 2022 crypto market crash earlier than it rocketed 445%.
- And extra not too long ago, Robinhood Markets Inc. (HOOD). It soared 556% in underneath 17 months after our system flagged it to us.
And Louis’ checklist of prime positive aspects consists of most of the most legendary winners of latest reminiscence.
- Like Apple Inc. (AAPL), which Louis’ system flagged in 1988 – almost 20 years earlier than its first iPhone and forward of a run that took it as a lot as 36,000% larger.
- Or Amazon.com Inc. (AMZN), which Louis’ system flagged in 2004 earlier than it soared 8,151%.
- Or Netflix Inc. (NFLX) in 2009 earlier than it shot up 7,749%.
Louis’ Inventory Grader even pointed to Nvidia Corp. (NVDA) in 2005, forward of its epic 44,000% climb to develop into the most important firm on the earth.
And people positive aspects are earlier than you mix our two methods.
The Final Inventory Technique might add a whole bunch of recent doubles to that checklist of winners. Extra importantly, it might add zeroes to our subscribers’ web price.
I hope you’ll clear a while in your schedule to hitch us. The vacations are across the nook. And we goal to ship at the least yet another inventory that doubles by Christmas.
The link to RSVP is right here.
Till subsequent time,
Andy Swan
Founder, LikeFolio
P.S. As a thanks for becoming a member of, we’ll be giving each attendee one inventory choose vetted by yours actually, one other vetted by Louis, and one inventory we all agree you must promote instantly. Here’s that link again to secure your spot.
