Goldata Financial
Investing
with the accent on rísk.
INVESTMENT OPTIONS
Goldata Financial’s investment
options start with the goals of our Investors. By sitting down and reviewing
the options below and the goals of our Investors, strategies are offered to
meet Investor’s investment goals, both short-term and long-term. Short-term trading strategy. The short-term trading strategy relies on
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. Alpha Income strategy. The alpha income strategy relies on the
premise of generating income from selling options and managing exposure by
monitoring market conditions. Information used to select positions 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.
The stocks and indexes that are traded in this portfolio tend to be
mid to large cap stocks and indexes 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.
Positions will be opened and closed based on Mr. Goldberg’s assessment
of market conditions. This trading strategy will generate a
significant amount 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 are
looking to generate income through the sale of options. Income Oriented strategy The investment strategy 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 strategy 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 unless the size of the portfolio is too small. 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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Email for more information.
©2011 Goldata Financial
1931 Lafayette Road
Gladwyne, PA 19035
Local: (610)
999-3599
Toll-free: (800) 969-9440
Fax: (484) 532-1320
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Reserved.