Transcription of The Widely-Held Stock Strategy - EISTrading.com
1 Copyright 1997 Educational Investor Services. All rights reserved The Widely-Held Stock Strategy The Widely-Held Stock Theory historically outperforms the market indices with less risk. Using the Widely-Held Stock Theory, the worst performing Widely-Held stocks for the previous quarter are purchased on the second day of the current quarter and held for the remainder of the quarter. Using the Fantastic 4, the 4 worst performing stocks of the previous quarter are bought (going long). These stocks are held for the next quarter (using the Terrific 2, the worst 2 are purchased; using the One and Only, the worst performing Stock is purchased.)
2 All purchased stocks should have a 12% trailing stop order. This Strategy can provide some downside protection in a weak market and performs best when value investing is outperforming the market. Long stocks Short stocks 1. Best Buy Co Inc (BBY) 1. --- 2. FedEx Corporation (FDX) 2. --- 3. Apple Inc. (AAPL) 3. --- 4. Citigroup Inc (C) 4. --- One & Only Terrific Two Fantastic Four One & Only Terrific Two Fantastic Four 1st Quarter 2019 2019 YTD Returns 20-Year Average Return (Including Dividends & Cash positions) (Long positions only) Copyright 1997 Educational Investor Services.
3 All rights reserved Company Ticker Company Ticker 1 Apple Inc. AAPL 26 JP Morgan Chase & Co. JPM 2 Inc AMZN 27 Coca-Cola Co. KO 3 American Express Co. AXP 28 McDonalds Corp. MCD 4 Boeing Co. BA 29 3M Co. MMM 5 Bank of America Corp. BAC 30 Merck & Co. Inc. MRK 6 Best Buy BBY 31 Microsoft Corp. MSFT 7 Citigroup Inc. C 32 Nike Inc. NKE 8 Colgate-Palmolive Co. CL 33 Pepsico Inc. PEP 9 Costco Wholesale COST 34 Pfizer Inc. PFE 10 CVS Health Corp. CVS 35 Procter & Gamble Co. PG 11 Chevron Corp. CVX 36 Prudential Financial PRU 12 Deere & Co. DE 37 Starbucks Corp. SBUX 13 Walt Disney Co.
4 DIS 38 Sherwin-Williams Co. SHW 14 DowDuPont Inc. DWDP 39 Southern Co. SO 15 eBay Inc. EBAY 40 AT&T Inc. T 16 Facebook Inc. FB 41 Target Corp. TGT 17 FedEx Corp. FDX 42 Tesla Inc. TSLA 18 General Electric Co. GE 43 Time Warner Inc. TWX 19 General Mills GIS 44 UnitedHealth Group UNH 20 Alphabet Inc. GOOG 45 United Parcel Service Inc. UPS 21 The Home Depot Inc. HD 46 Verizon Communications Inc. VZ 22 HP Inc. HPQ 47 Wells Fargo & Co. WFC 23 IBM IBM 48 Walmart Stores Inc. WMT 24 Intel Corp. INTC 49 ExxonMobil Corp. XOM 25 Johnson & Johnson JNJ 50 Yum Brands YUM
