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Open A $10 Million Account Today!

Could you possibly take a look at this US listed long bias managed equity program which I developed with the help of a $30 billion state pension plan manager? Then, consider if it might work with your US equity strategy.

This U.S. Listed Equity Portfolio is a value momentum, 100% U.S. listed stock portfolio that includes concepts from some of the greatest minds on wall street like Buffet (earnings consistency and ROE), Templeton (diversify globally in high earning companies), Munger (the market always returns to the mean) and former $30 billion pension equity manager Bill Hay (after seeing what worked and what didn't work with 12 independent equity managers at the state, equal weighting and rebalancing offers the most logical equity management style for public equity funds).

After learning how it works, I would propose an initial investment of $10 million in a separately managed account held at your custodian or brokerage.

This particular portfolio would consist of equal weighted and holding 40 of the highest fundamentally ranked US listed stocks for three years while using their 200 day moving averages as a sell point to preserve capital.

To make sure it worked we tested it on over 300 listed equity portfolios. You can see those results on the right.

But first: How can you beat the market if you think like everyone else? Sounds like an ad doesn't it. It is.

I create and manage three year Value Momentum U.S. listed stock portfolios by equal weighting 40 Fundamentally Superior Stocks (value) that are above their 200 day moving averages (momentum).

The intent is to 'take a stand' on holding them for three years while replacing under performers, then rebalancing the entire portfolio as often as quarterly to further reduce risk. We also take a stand on market volatility by using the 200 day moving average as our 'Stop of Last resort'.

We have 27 years of market experience, including five years of actually running this very program, literally with millions of dollars. And we tested it over 300 times using Standardized unemotional fixed measurements (this gives you something to hold on to through the ups and downs of the market while you wait 3 years).

So, with all the hoopla and irrational exuberance that comes with being in the market, There is only one question you have to ask yourself: Do you feel you can make a three year investment in a U.S. listed equity portfolio that accepts a minimum of $10 million for Institutions and $1 million for Individuals?...Well, do you?

So then, here is a product that is not dependent on how much is 'in it', but rather how much liquidity it is 'going into'.

Did you know that a portfolio of 40 large cap stocks has a total capitalization of around $1.7 Trillion? How much money do you think you can move into a pool of $1.7 Trillion without creating ripples? 1%? That would be $17 Billion. 100 times less than $1.7 T or 0.01% would be $170 Million.

A pool of $1.7 Trillion in equities could care less if $170 Million or $17 Billion moved in or out of it because $1.7 Trillion in large cap stocks has a lot of liquidity. So let us now create an institutional portfolio using $170 Million and the two paragraphs below.

Divide $170 Million by 40 S&P 500 large cap stocks and you have $4,250,000 per equal weighted position. Once bought, hold each stock as long as it stays above its 200 day moving average. Sell if it goes below its 200 day moving average.

If you can understand the basic foundation of this product, then all that is left is to decide how much liquidity the investment needs, not how much in assets the 'product' has.

Consider the following concept: If Buffett can allocate $40 billion 'unequally' into 40 U.S. listed stocks, then does it make sense that you can allocate a lesser amount 'equally' into 40 U.S. listed stocks, and do it with less risk? Yes.

The program works best with a minimum of $10 million because we divide the portfolio into 40 equal positions or $250,000 per position. Foreign exposure comes from ADR's that trade on US exchanges.

This programs equity portfolio manager, Peter Lundstedt, traded institutional style equity portfolios under a post $30 billion equity portfolio manager for five years "BEFORE" building over 300 successful U.S. Listed Equity Model Portfolios. Hence, the probability of success with this program is higher.

We can show you how each stock you hold ranks fundamentally and technically and then position new institutional equity portfolios by holding only the highest ranked issues in a broadly diversified equal weighted portfolio while being client specific.

We use a number of fixed measurements that reflect a stocks' strength on a fundamental level first and then on a technical level. The stocks we choose are of companies that rank in the top 15% on all levels as measured by leading financial information providers and represent the financial health and overall demand by stock buyers.

Imagine ranking all 500 stocks in the S&P 500 index and then creating a portfolio of 40 S&P 500 stocks with the highest rank. If you need a sector or industry specific stock portfolio, we can grade and create portfolios of the highest ranked U.S. and or ADR exchange listed stocks for that sector.

Here's how we do it:

There are about 10,000 U.S. stocks. But first, imagine giving 10,000 people an IQ test. Plotting the scores on a graph would produce a bell shaped curve. Most of the scores would congregate in the middle of the graph with Low IQ scores on the left and High IQ scores right.

Now imagine grading each stock in the S&P 500. Using Standardized unemotional fixed measurements you then plot their scores. 'All' of our stocks will be on the right or high grade side of our "Company Fundamental IQ Curve".

We only buy stocks above their 200-Day Moving Average (and sell below) that have high fundamental IQ scores. Our stock screening process is based in part on a proprietary system as well as statistical information produced by leading financial information provider's stock screening process. We look for Fundamental Data Rating, Earnings Per Share (NYSEARCA:EPS) Rating, Sales, Profit Margins, ROE Ratings, Moving Averages and more.

To have an outside manager help you with your brokerage portfolio, such as this one, you need only complete the limited trading authorization form, required to place the manager on your account, and a new account form for the manager, which is also sent to the clients' custodial brokerage firm.

Firm - The firm is a sole proprietorship entity which collaborates with outside resources to provide Equity Portfolio results. The manager previously rose over $40 million for one product and helped manage over $225 million before becoming a fee only equity manager.


GAMG has the support of hundreds of employees, depending on which custodian you are using. Having worked inside brokerage custodians for over 20 years, we have the knowledge to move around comfortably to get your job done.

If you see the extraordinary value in this process then email:

Or call Tel: U.S. + 00 1-203-622-1305

Best regards

Peter Lundstedt
U.S. Stock and ADR Portfolio External Sub-Adviser
US Listed Equity Portfolio Manager, CEO
Greenwich Asset Management Group, LLC
2 Greenwich Office Park, Suite 300
Greenwich, CT 06831 USA
Tel +US 001-203-622-1305

Email the portfolio manager here: Portfolio Manager
For more insight into how we think visit:

Opening an Account:

Additional Documents required for opening an account:

Individual Accounts - National id or passport (colored) proof of residence: Invoice that has your name and the address that you'll register in the account. The invoice must have maximum three months old (invoices recommended: electricity, water supply, banks receipts, insurance, taxes and telephone).

Company Accounts - National id or passport (colored) of each director proof of residence of each director: Invoice that has each director's name and the personal address. The invoice must have maximum three months old (invoices recommended: electricity, water supply, banks, insurance, taxes and telephone) complete company scriptures.