Inner Circle Stock Baskets - Performance Update
Stardate 29 September 2023
DISCLAIMER: This note is intended for US recipients only and, in particular, is not directed at, nor intended to be relied upon by any UK recipients. Any information or analysis in this note is not an offer to sell or the solicitation of an offer to buy any securities. Nothing in this note is intended to be investment advice and nor should it be relied upon to make investment decisions. Cestrian Capital Research, Inc., its employees, agents or affiliates, including the author of this note, or related persons, may have a position in any stocks, security, or financial instrument referenced in this note. Any opinions, analyses, or probabilities expressed in this note are those of the author as of the note's date of publication and are subject to change without notice. Companies referenced in this note or their employees or affiliates may be customers of Cestrian Capital Research, Inc. Cestrian Capital Research, Inc. values both its independence and transparency and does not believe that this presents a material potential conflict of interest or impacts the content of its research or publications.
Capital Rotation In Real Time
Periodically in this Inner Circle service we create baskets of stocks that are, we believe, under institutional accumulation. The idea is that these baskets can be bought - accumulated - piecemeal over time whilst the stocks themselves move sideways at the lows (the signature of institutional accumulation); then held on a do-nothing basis as late money comes in to bid the stocks up through the Markup Zone; and then sold as those stocks move sideways at the highs, that being the eddy in the probability field that betrays Big Money at work, quietly selling the names.
This service got going in January this year, and since that time we've set up four baskets of stocks.
- Core Stocks, formed on February 7 this year and including a clutch of growth and value names alike.
- High Beta stocks, all high growth tech names, formed on March 17 this year.
- Financial stocks, all old-line financial companies, formed on June 23 this year.
- Dow stocks, specifically, Dow Jones 30 members that had lagged the Dow's recovery in 2023, formed on 11 July this year.
We track the performance of these baskets, assuming a simple one-time buy of the basket, capital divided equally between the five names in each basket, no fees charged, all dividends re-invested in the issuing company. Here's the latest report, as of the close on 29 September 2023.
Alex King
If you've yet to join the Inner Circle as a paying member? And you'd like to discuss these baskets with us in our real-time members-only chatroom or on our weekly open-mic webinars, learn what lies beneath, and how you might play these baskets or the stocks within them to your advantage? Then you can join us right here:
Cestrian Capital Research, Inc - 29 September 2023.