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Marc Gerstein » Profile |

Marc H. Gerstein is an independent consultant specializing in rules-based equity investing strategies.

He is presently working with Portfolio123.com (http://www.Portfolio123.com/), a platform professional and individual investors can use to develop and backtest stock screening and ranking strategies, to simulate real-world performance, and maintain portfolios based on the user’s rules. He also works with Ariston Advisors (http://www.AristonAdvisors.com/), a registered investment advisor that focuses on rules-based portfolios such as the Reuters Select models created in the past by Mr. Gerstein, and model portfolios created by Value Engine.

Gerstein’s models cover all major investment styles (growth, value, quality and sentiment). They reach beyond the obvious choices investors hear about in the news and search far and wide for companies (whether widely publicized or little known) demonstrating objective measure of fundamental and/or technical excellence.

In the past, Gerstein worked as a securities analyst and over the course of nearly two decades, at Value Line, where he analyzed stocks across a wide variety of industries and sectors including Household Products, Specialty Retail, Restaurant, Mining, Energy, Hotel/Gaming, Homebuilding, Airlines, Railroads and Media and also served as Assistant Research Director. During the mid-to late-1980s, he managed Value Line’s high-yield corporate bond mutual fund. He joined Reuters' Market Guide in February 1999 as Director of Investment Research and continued in that role after Market Guide was acquired by Multex (2000) and again as Multex was acquired by Reuters (2003). He authored two books on stock screening: Screening The Market (http://www.amazon.com/Screening-Market-Marc-H-Gerstein/dp/0471215597/ref=sr_1_1?ie=UTF8&s=books&qid=1214238155&sr=8-1) (Wiley, 2002) and The Value Connection (http://www.amazon.com/Value-Connection-Four-Step-Screening-Companies/dp/0471323640/ref=sr_1_3?ie=UTF8&s=books&qid=1214238155&sr=8-3) (Wiley, 2003).

Visit Portfolio123.com (http://www.Portfolio123.com/)

Visit AristonAdvisors.com (http://www.AristonAdvisors.com/)

Marc Gerstein's Company

Portfolio123 and Ariston Advisors Portfolio123
Portfolio123's breakthrough platform allows you to create, backtest and put into production your quantitative strategies.

Features
Model Portfolios: Follow our time tested, quantitative models or create your own. All our models are fully disclosed.
Ranking: Create your own multi-factor Ranking System by selecting from more than 450 fundamental and technical factors.
Simulation: Backtest trading systems that combine ranking and screening.
Screening: One of a kind screening and backtesting tool.
Data: 7+ years of fundamental ratios, estimates, aggregate and insider/institutional data. The data is updated daily with weekly Point-In-Time snapshops with no survivorship or look-ahead biases.
Ariston Advisors (http://www.aristonadvisors.com) offers a diverse selection of Models that provide superior risk/reward characteristics. These Models provide investment alternatives that combine proven traditional investment management techniques with state-of-the-art portfolio creation methods (using Portfolio123).
Visit http://www.portfolio123.com »
Articles by Marc Gerstein »
Snapshot
  • Financial advisor
  • Trading frequency: Monthly
Interests:
  • Dividends & Income
  • ETFs
  • Stocks - long
  • Stocks - short