Goldata Financial
Investing
with the accent on rísk.
INVESTMENT PHILOSOPHY
Goldata Financial’s investment
philosophy starts with the goals of our Investors on an individual account
basis. Should the Investor want to maximize returns with a short-term trading
focus, a short-term trading strategy is offered. For Investors looking for a steady
income stream, a diversified, income-oriented porfolio is offered. Both will be discussed below. Short-term trading portfolio. The investment philosophy for short-term
trading comes from the belief that the most important indicator of future
price levels of a stock is its perceived increase in future earnings potential.
Information to build this list of stocks to trade comes from financial
newspapers and magazines, inspections of corporate activities, research
materials prepared by others, corporate rating services, annual reports,
prospectuses, filings with the Securities and Exchange Commission and company
press releases. This leads
to trading in the stocks of companies whose earnings are predicted to
increase in the future and ignoring all others. Stop-loss orders are added so as
to minimize losses on any one trade, but allow the winners to run up,
adjusting the stop-loss order periodically. If a position is taken out by a
stop-loss order, but it is felt that the perceived future earnings are still
increasing, a new position in this stock may be reestablished. The stocks
that are traded in this portfolio tend to be mid to large cap stocks that
trade on the NYSE, AMEX and NASDAQ as they are the most liquid. Accounts are reviewed throughout the
trading day by Goldata Financial’s principal, Elliot Goldberg. A stock
in this portfolio will be sold out when a preset “stop-loss”
price has been hit or the earnings expectations change significantly during
the day to warrant, in his judgement, selling the position and moving on to
another position. This mix of volatility and targeted stock
picking has tended to lead to minimized losses in down markets and maximum
gains in up markets. It also
allows portfolios using this philosophy to tend to be in the sectors of the
market that are “moving” and avoid the ones that are not. For larger portfolios, diversification
can be added so as to offer the optimal investment environment -- above average returns with reduced
risk on the downside. As a result of this trading philosophy,
there is a great deal of trading activity and capital gains will tend to be
short-term. The type of clients
that would be suitable for this type of portfolio would be clients who would
view this type of portfolio as a portion of their overall allocation to stocks. Income Oriented portfolio The investment philosophy for the
income-oriented portfolio is to produce a steady stream of income through a
diversified portfolio while attempting to protect principle. Individual
securities, preferred securities, bonds, master limited partnerships and other
income-generating security make up the majority of the income-oriented
portfolio. A minimum of five positions is established to provide diversity to
the portfolio. Information to build these portfolios comes from financial
newspapers and magazines, inspections of corporate activities, research
materials prepared by others, corporate rating services, annual reports,
prospectuses, filings with the Securities and Exchange Commission and company
press releases. Long-term value portfolio The investment philosophy for the long-term
value portfolio is to produce long-term capital gains through a diversified
portfolio. Growth stocks make up the majority of the long-term value
portfolio. A minimum of five positions is established to provide diversity to
the portfolio. Information to build these portfolios comes from financial
newspapers and magazines, inspections of corporate activities, research
materials prepared by others, corporate rating services, annual reports,
prospectuses, filings with the Securities and Exchange Commission and company
press releases. |
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©2010 Goldata Financial
1931 Lafayette Road
Gladwyne, PA 19035
Local: (610)
896-9440
Toll-free: (800) 969-9440
Fax: (484) 532-1320
All Rights
Reserved.