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| Ivy League Researcher Reveals: Dear Reader,  The world's smartest group of investors have been quietly trouncing the market for the past few decades. And they've been doing it with a very simple, easy and inexpensive approach to investing that safely takes all of the guesswork and uncertainty out of the market. These investors recently tipped their hand in a little-known piece of research conducted by a small group of independent investors. Their findings? You only ever need to own a small list of basic exchange traded funds (ETFs) to capture most of the gains in the market. The investment secret is so simple and easy to use that most people will immediately disregard it. But the results are clear: if you are interested in outpacing the market by 50-100% per year, then you should own these ETFs. How does this secret work - and why haven't you heard about it before? As I said, it's very simple to understand, but most people simply don't have the patience to believe it will work for them. Or they're more interested in chasing unrealistic gains. Or they've been conned into thinking that all you need to do is buy and hold the Dow, month after month, for years. But as most investors are finding out - these strategies simply don't work. In this letter, you'll discover ONE key thing you need to understand about this Ivy League investment secret, and how it will likely change the way you think about investing forever. I'll also tell you exactly which ETFs to own if you want to outpace the market. Universities Year after Year to Double Your Gains in the Market  For just one example. In 1927, a young banker named Dean Mathey quit his lucrative job at one of Wall Street's biggest investment banks at the time, Dillon Read & Co. He left Wall Street and moved into a small New Jersey farmhouse where he assumed leadership of what would become one of the wealthiest universities of all time. In 1928, Mathey began using a powerful investment secret to help build Princeton into a super-rich powerhouse.. And almost immediately, Mathey's secret reaped incredible benefits.
Dean Mathey died in 1972. But in 1975, a young graduate named David Swensen from the University of Wisconsin majoring in Economics took up Mathey's mantle - this time at Yale University. Swensen completed his PhD in economics, studying under Nobel Laureate and former Federal Reserve governor James Tobin. Tobin was instrumental in helping Swensen get his foot in the door at the rich, but still struggling Yale. Swensen introduced these already rich and successful investors to Mathey's ideas, and they immediately let him divert nearly all of the school's funds into the strategy. Since then, Yale has grown from a respectable $1 billion or so, into more than $16 billion today. Thanks to this secret Ivy League investment strategy, Yale saw its investments gain an average of more than 16% per year between 1985 and 2009. 16% per year might not sound very impressive, but that's better than Warren Buffett's track record over the same period! It turned every $1,000 invested into more than $22,000. Moreover, Swensen didn't have a down year. He achieved the holy grail of investing: outperformance without risk. Shortly after Swensen blew the lid off of the Ivy League strategy, other wealthy, private institutions started to take notice. Today, the world's richest university, Harvard, uses the Ivy League strategy, and has for more than two decades. But there are about a dozen similar universities that have used this same strategy to build fortunes of more than $1 billion each. I'm talking about the University of Texas (worth $15 billion), Stanford University ($14 billion), MIT ($8 billion) - and more:
The list goes on. Unfortunately for regular investors, you can't simply invest with Harvard. Their endowment is not open to the public. The Princeton endowment isn't open to public investors either. None of these schools will let you put your money in with theirs. They never will. But there's good news. To the dismay of Mathey and Swensen and the rest of the Ivy League endowment managers, anyone with a brokerage account can now copy their investments exactly. You don't even need a minimum balance nor is there a required annual contribution. You don't need to donate a penny to some rich Ivy League school either. That's why I'm writing this letter to you today: to tell you exactly how to reproduce the world's most successful investment secret with ETFs anyone can own. The world's most powerful investment secret is now available to anyone! And I'm going to show you exactly how to capitalize on this slightly-less-secret investment in the following pages. Buy these ETFs to Mimic Harvard, Princeton and Yale's Investments... Before I tell you the names of these ETFs/ more, you should know exactly why the Ivies have been so successful. Why have Harvard, Yale, Princeton and a handful of other prestigious schools been able to trounce the market month after month? The answer to the question gets to the heart of the Ivy League investment secret. Because this simple strategy has everything to do with all of the most well-known investment rules you've heard a millions times already.
And on and on... But as you know, these mantras are useless without a detailed strategy or plan for success. They're basically impossible to follow because they're so broad - and each one has apparent exceptions to the rule and of course there are Wall Street experts who will tell you to ignore these rules - and to be a contrarian... Which is why this Ivy League secret works perfectly. Don't believe me? I'm really not surprised. When I first discovered this strategy, I thought to myself, "Great - another gimmicky system." But the Ivy League portfolio secret is not a gimmick or a system. In essence, it's the simplest way to capture the majority of the gains in not just the stock market - but the market in commodities, bonds, currencies - even derivatives - year in and year out. And because it never "shoots for the moon" or has you investing in anything risky, out of the ordinary or obscure, it's safe for anyone to use. And I'm willing to bet that once you see how well the ETFs in the Ivy League portfoio perform, you'll never go back to the old way of investing - you might not ever buy individual stocks again. So what is this strategy... and how does it work? Secret #1: IGNORE the Markets You know you shouldn't check your online brokerage account every 5 minutes. It's stressful. It's nerve-wracking. And although you might have a concrete plan for your investments, you inevitably find that the more you check your stock performance, the more apt you are to buy or sell at the worst time - because you're emotionally involved. That's why the first secret of the Ivy League portfolio is that you ONLY check your holdings once a month.  One day a month. It doesn't matter if it's the first day of the month or the last. Or the second Tuesday. Or the 15th. You look at your holdings once per month. And you make a decision to buy, sell or hold each of your ETF holdings. If you don't think you can follow this simple rule, then please stop reading this letter: the Ivy League portfolio will never work for you. Just this one secret is enough to guarantee that you'll at least keep pace with the average gains of the market. Because most investors check their holdings too frequently, they tend to sell at the first sign of weakness for a stock they should be holding. Or they hold a stock they've fallen in love with, when they should be selling. But if you set one day aside each month, and then make a dispassionate decision to buy, hold or sell - you give yourself even odds to make the right decision in the most disciplined fashion. This secret is backstopped by some of the best investors alive - something that every great investor follows dutifully: overactivity in the markets is the surest way to lose your shirt. When you buy and sell investments frequently, any gains you have get eaten up by transaction fees and taxes. And more often than not - when you try too hard to out-think the market by getting in and out for quick hits - the market eventually wins. It's why Warren Buffett's favorite holding period for a stock is "forever." John C. Bogle, the founder of Vanguard Investments advises people not to even "peek" at their investments - especially when the market appears to be turning down... I know it's easier said then done... but how do you know when to buy, sell or hold? That brings me to secret #2. Secret #2: Buy the Uptrend, Sell the Downtrend This next secret is so mind-numbingly simple - so unbelievably uncomplicated that you probably won't believe that it works. And that's okay. The investment public's lack of faith about a variety of well-known facts in the market only makes it easier to exploit those assumptions. Here's how it works... You've heard the axiom "cut your losers and let your winners ride" right? You've probably heard that phrase hundreds of times. But what does it mean? In order to make sense of this rule, you again have to have a disciplined approach. So when you look at each of the ETF holdings in your Ivy League strategy, (remember, once a month only!) you also look at its 200 day moving average. And it's very simple - you buy (or hold if you already own) a given ETF if the 200 day moving average is in an uptrend. You sell it or continue not holding it if the 200 DMA is in a downtrend. Let me show you what I mean with a chart of ETF #1: the iShares Commodity (NYSE: ETF) over the past 10 years with the 200 DMA in blue:  As you can see, you'd be on board for most of the gains over the past 10 years with this commodity ETF... And while your money was out of ETF #1, it missed most of the losses during the big crashes in commodities in 2006 and 2008. Instead of having your money drop like stone throughout 2008, you would have been multiplying it, as ETF #2 - a bond ETF - made 20% gains since the commodity crash that year.  Simple right? It works because different asset classes tend to be inversely correlated over long periods of time. That means that one asset goes up - another asset goes down. The most famous example is the relationship between commodities and stocks. You've probably seen this chart before - but for the last 130+ years, stocks and commodities have RARELY moved up or down at the same time.  Typically, when stocks are in a sustained bull market, commodities aren't - and visa versa... In fact, this exact trend has played out 7 times over the past 130+ years. But as I said before - until recently, it was difficult if not impossible for regular investors to simply buy a commodity index, or to buy all the stocks in the Dow. But with ETFs that's all changed. And today, you can use ETFs to exactly mimic the portfolios of the world's richest endowments. All you have to do is follow the rules in this letter. It's simple. That's why it works so well. You can't mess it up unless you break these simple rules. When you see the 200 DMA down, you sell. When it's up, you buy or hold. That easy. Just a few minutes one day each month. No gimmicks - just a very straightforward investment strategy that works. Why does the 200 day moving average work so well? Well, it works for a variety of reasons. Because it's a 200 day moving average, it tends to have a momentum that means it's nearly impossible to "whip-saw" you out of a position. So you're in an uptrend almost as soon as it begins - say within a month or so. Then you're out of it within a month of it turning down. While day-traders and neophyte investors alike doggedly chase gains and flee from losses, you capture most of the gains, and skip most of the downturn. And since you're buying and selling ETFs that are inversely correlated - you're into the right assets at the best times. Okay... so how do you know which ETFs to buy in order to take advantage of both the 200 DMA and the once a month checkup? Secret #3: Only buy these ETFs (Listed Below) By telling you secret #3, I'm giving you all of the information you need to successfully mimic the world's top endowments. These Ivy League schools and the other large universities that copycat them are some of the richest private institutions on the planet. They got that way by diligently following the investment secrets I'm now revealing to you... But until recently, it was impossible to mimic their portfolios - for the simple reason that most of the assets they buy and sell are practically off limits for individual investors. For example, one of the best investments in Harvard University's portfolio throughout the 1990s was wood. Literally: Harvard captured 10-15% average annual gains for over a decade - investing in timberland. Now, you and I can go out and buy timberland stocks - but until recently, we couldn't invest directly in timberland unless we had millions of dollars to play with. Today however, you and I can own ETFs that are great direct plays on timber and timberland. One such ETF, the Guggenheim Timber ETF (NYSE: CUT) is up 64% in the last two years alone - for an average annual gain of 29%.  Another timber ETF, the iShares S&P Global Timber Fund (NYSE: WOOD) is up 62%...  I'm not saying that you should go out and buy these ETFs today - but what I am saying is that this new type of investment class - the Exchange Traded Fund - allows regular investors like you and me to buy assets that were out of our reach just a few years ago. Now, the typical Ivy League portfolio owns five different asset classes - plus cash. Typically, the Harvards and the Yales break down their portfolios something like this: 20% in Domestic Stocks 20% in Foreign Stocks 20% in Bonds 20% in Commodities 20% in Real Estate Whenever an asset is in a downtrend, that 20% portion goes into cash. But they're typically into at least 2-3 assets at a time. How do I know all of this? Well, before I tell you the names of the ETFs that cover all of the potential asset classes - you should know something about me... The World's Foremost ETF Expert... My name is Rick Pendergraft, and though you may not know my name, I've been a professional ETF investor, guru and minor celebrity for over 10 years. You may have read some of my work on ETFs in articles from Reuters, BusinessWeek, Forbes, USA Today, The New York Times, or The Washington Post. You may have also seen me in interviews on CNBC, Bloomberg and Fox Business News. And I've been successfully helping regular investors use ETFs to safely grow their portfolios.
 I got started investing and writing about ETFs after spending 10 years in the banking industry. That's all I could take. After a decade of researching and recommending cookie-cutter investments for bankster corporations, I was fed up. That's when I quit my cushy bank job, and struck out on my own, and started leading investors to REAL stock market gains... While at Schaffer's Investment Research, I won the "Top Trader" award for my outstanding track record two years in a row. At Agora, I was at the forefront of a brand new, multi-million dollar division. From there, my investment skill was in such demand that I started his own money-management company, while still running an options advisory service. But what really has my passion these days is helping regular folks use ETFs to safely and securely grow rich. In order to help you make a fortune with ETFs, I've put together a unique low-cost way to let you safely and reliably grow your wealth using ETFs. It's a near-perfect strategy. I call it the ETF Master Portfolio. I've worked hard to research the ETFs necessary to duplicate the endowments of the world's richest universities. And I'm about to tell you their names. But you should know that I'm doing so because I believe you will be best served to take a risk-free trial to my service. When you take a trial, you'll get monthly issues telling you how to act on your Ivy League mimic portfolio. You'll also get weekly updates - just to keep you abreast of what's going on - so you don't have to peek at the markets. I'll do it for you. You'll also get my undivided attention as your editor - I'm available for questions, comments, ideas and concerns. All of this and more you'll get as a trial subscriber. If you're interested in which ETFs you should own today, I suggest taking a trial subscription. Doing so will give you full access to:
I thank you for reading this letter, and I hope you'll consider taking a trial subscription. Before I tell you the price of a trial - I have a promise to fulfill: the names of the ETFs. And while you could probably use the information in this letter to build a great ETF portfolio - (especially when you see the names of the ETFs below) I think you'll do much, much better if you use my years of expertise in the field to make the right decisions at the right times. Because this strategy is simple on paper - but with me as your guide, it will be completely automatic. As promised, here are the core holdings that you need to use to perfectly execute the secrets of the Ivy League portfolio. Here are the ten ETFs and the asset classes they represent:
In accordance with the three secrets of the Ivy League portfolio - it's not likely that I'll ever recommend owning all 10 of these funds at the same time. At times, I might only recommend owning one or two. As I said, you can probably take these investments and use the rest of the secrets in this letter to put together a very successful Ivy League portfolio clone. But if you simply request a trial subscription to my ETF Master Portfolio service, you'll have my undivided attention as an editor, and my years of experience as an ETF investor at your disposal. You'll also receive a special report called "The ETF Master Portfolio User Manual" - telling you exactly how to use the ten funds listed above - including the six specific ETFs that you should be buying right now. In this special report - that's available to you only if you request a trial subscription to the ETF Master Portfolio, I tell you the entire details of this amazing Ivy League secret. You'll know exactly when to buy and sell the ten specialized ETF investments to reproduce the endowments of the world's best Ivy League schools. And though you may simply use these secrets I've told you about in this letter for yourself - I think you'd be better served to take a trial subscription to this service - especially since I've made it possible to get started for a ridiculously low price. How much does a trial cost? I should let you know that I have over 20 years of experience in the field of finance. For the last ten of those years, I've been mastering the ins and outs of ETF investing. I've spent the bulk of my adult life pursuing the notion that regular investors CAN and SHOULD have access to the best research, ideas and strategies that the world's richest investors keep so safely guarded. In the past, I've charged upwards of $5,000 a month for my research. Individual clients regularly pay me $2,000 a year for a monthly research service. But today, I'm starting this ETF service for you, the regular investor. I've worked together closely with Ian Wyatt to make a very generous Charter offer for new subscribers. And today, you'll pay just $49 for a full year of my brand new service, the ETF Master Portfolio. For that $49, you'll get everything I've mentioned: the special report "The ETF Master Portfolio User Manual." The monthly issues, the weekly updates, and my years of experience as an ETF expert. And when you take a Charter trial subscription, you'll have 6 full months to review all of the material I've mentioned, risk free. If you're not happy with the service for any reason, I'll gladly refund all of your money at your request. Let me take on the burden of following the 200 day moving averages, the uptrends, the downtrends... I'll just give you the simple instruction to buy or sell. You won't have to lift a finger - except to buy or sell the ETFs in your portfolio. Consider me an alarm clock that rings once a month to tell you exactly how to invest. Here's what else you'll get:
I hope you'll join me on the sure path to wealth. Good investing, Rick Pendergraft Editor ETF Master Portfolio P.S.: The availability of the $49 Charter Membership to ETF Master Portfolio may be limited due to overwhelming response. I urge you to start your 6-month TRIAL right away and lock in this ultra-low rate. The $49 advertised annual rate to ETF Master Portfolio can change at any time and without notice. Lock in your $49 rate. Remember - when you take a 6 month trial, you'll immediately receive my special report "The ETF Master Portfolio User Manual" and inside this report, you'll find out exactly which ETFs to own today.  | ||||||||||||||||||||||||
| * Investing in stocks carries certain risks for loss just as much as it presents opportunities for rewards. While each of the stocks in this new investment report has been thoroughly researched by professional analysts, investors are advised to perform their own research and due diligence before investing. Future returns claims made in this promotion are based on calculations and evaluations made to the best of the ability of ETF Master Portfolio research analysts, however they CANNOT be guaranteed and should not be considered as such. ================================= This is a communication from Wyatt Investment Research. We respect your privacy and therefore this email has been sent directly from Wyatt Investment Research. Wyatt Investment Research does not provide our email lists and other data to third parties. This is consistent with our Privacy Policy as outlined on our web site. You may review it at www.WyattResearch.com. If you do not want to receive future communications from Wyatt Investment Research, please follow the unsubscribe instructions below. ======================== Unsubscribe Instructions ======================== You are subscribed with the following email address: ignoble.experiment@arconati.us To unsubscribe from Wyatt Investment Research emails click here. If you believe this communication to be a mistake or unsolicited, please e-mail abuse@bfpnewsletters.com with details regarding your situation, and we will be sure to promptly investigate your situation. ETF Master Portfolio c/o Wyatt Investment Research 65 Railroad Street PO Box 790 Richmond, Vermont 05477 |
2011/08/15
Why Harvard's Endowment Ignores Stock Market Swings
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