This Investment Strategy
Beat the S&P 500 Nearly 30-to-1!*
Thank you for requesting more information on the Weiss Bear Strategy a managed investment program designed to capitalize on declining markets. Your timing couldn’t be better.
Editor’s Note: Download your Bear Market Survival Kit Right Away.
The meltdown in financial markets is a disaster that has unfolded with unprecedented speed and severity.
The S&P 500 Index tumbled more than 46% in just over a year the worst bear market since the Great Depression.[i]
The Federal Reserve BLEW-UP its balance sheet with a MASSIVE increase in reserve bank credit extended to FAILING banks and brokers now totaling more than $2 TRILLION DOLLARS!
Even worse, U.S. taxpayers are likely on the hook for nearly $8 TRILLION in total spending and “commitments” by the government in a desperate attempt to avoid total collapse of the financial system![ii]
Now, the U.S. economy faces a severe recession perhaps one of the worst contractions this century... as Washington fiddles, the real economy burns:
Consumer confidence stumbles to an all-time record low,[iii] while leading economic indicators are tumbling at the most rapid rate in 60-years,[iv] pointing to even more pain ahead...
Home prices plunging at the fastest pace on record[v] down more than 23% from the peak and STILL falling. This signals a deepening housing recession in 2009![vi]
Americans are snapping-shut their wallets, with spending down the most in 28 years. Retail sales down four months straight a dismal streak seen only three other times in the past 50 years![viii]
At Weiss Capital Management, real-time indicators we watch closely signal a worsening economy ahead... and stocks could be FAR from a BOTTOM.
There's never been a better time to consider an investment strategy that’s designed to help defend your capital and that aims for potential gains amid widespread stock market losses:
The Weiss Bear Strategy
The Weiss Bear Strategy is a professionally managed investment program that’s specifically designed to go UP in value when stocks and bonds are going DOWN.
For immediate access to your Bear Market Survival Kit, click here now!
While past performance is no guarantee of future returns, the Weiss Bear Strategy has built an impressive track record outperforming the S&P 500 Index by a margin of nearly 30-to-1* since inception.
 But it’s in a bear market as we have today when this strategy really shines...
From December 31, 2000 to March 31, 2003 during a severe bear-market the Weiss Bear Strategy gained +43.8% while, the S&P 500 Index lost -33.5%.
The current bear market began in October 2007, and the Weiss Bear Strategy is up +12.4% in the 12-months ended September 2008 compared to a decline of - 21.9% in the S&P 500 Index.
Since inception, the Weiss Bear Strategy has delivered a return of +37.6%; compared to just +1.3% for the S&P 500 Index over the same period!*
Remember, while no investment strategy is without risk, if you're looking for a way to help protect your portfolio, and earn potential gains amid steep market losses, you should consider the Weiss Bear Strategy for two important reasons...
The Weiss Bear Strategy can help you “hedge” a portion of your core, long-term investments that may be vulnerable to the next stock market sell-off.
You may be able to earn short-term profits during the next down-move in this severe bear-market sell-off which could come at any time.
You’re only steps away from receiving your... |
[i] Bloomberg market data: 10/24/08
[ii] Bloomberg: “U.S. Pledges Top $7.7 Trillion to Ease Frozen Credit”, 11/24/08
[iii] Merrill Lynch Market Economist, 11/21/08
[iv] Reuters: “US leading econ index growth rate at record low-ECRI”, 11/7/08
[v] Bloomberg: “U.S. October Home Resales Fall; Price Drop is Record”, 11/24/08
[vi] Bespoke Investment Group: “September Case Shiller Housing Analysis”, 11/25/08
[vii] Bloomberg: “ISM Factory Index in U.S. Decreased to 26-Year Low”, 12/1/08
[viii] Merrill Lynch: “Bear Essentials”, 11/17/08
* Weiss Bear Strategy Complete Performance:
This Investment Strategy Beat the S&P 500 Nearly 30-to-1: Since inception on 12/31/00 through 9/30/08, the cumulative return of the Weiss Bear Strategy was 37.6% compared to a cumulative return of 1.3% for the S&P 500 Index over the same period; this is a out-performance ratio of 28.92 to 1 since its inception (.376/.013).
Weiss Bear Strategy - Returns Thru 9/30/2008 |
|
3rd
Qtr Total Return |
YTD Total Return |
1-Year Total Return |
3-Year Annualized Return |
5-Year
Annualized Return |
Since
Inception
Annualized Return (12/31/00) |
Since
Inception Cumulative Return
(12/31/00) |
Weiss Bear Strategy
Net Returns |
5.30% |
11.69% |
12.47% |
6.34% |
0.60% |
4.21% |
37.60% |
S&P 500 Index |
-8.37% |
-19.29% |
-21.98% |
0.22% |
5.17% |
0.17% |
1.31% |
Net returns are based on a composite of actual client accounts and include actual management fees, commissions and other similar fees charged on transactions, and reinvestment of dividends, income and capital gains.
S&P 500 Index: The S&P 500 assumes the reinvestment of dividends and capital gains, and excludes management fees, transaction costs and expenses. It is not possible to invest in an index.
Past performance is not indicative of future returns and, as with any managed program, it is possible to lose money by investing in this strategy. For more information, read the WCM Form ADV Part II and program materials before investing. |