New Business Coming Soon…Maybe

What a Wild Month

For the first time in my life I actually felt like I had to flee a country even though it turned out I had plenty of time left to get out. It is always sad to see markets take a large downturn since it typically ends up costing everyday people jobs and money. The fact that this downturn was partly caused by a pandemic just makes it that much worse. However, things will get better and money isn’t everything. It is very important to remember that in times like these.

Other than having a vacation cut a bit short, being under a 14 day quarantine, and having a slight fever (hopefully not from COVID-19) I have not really been adversely affected by the markets or the pandemic. I am very grateful for that.

Earlier this month I took and passed the Series 65 exam, which is a key step to applying for a license as a financial adviser in the state of Oklahoma. Assuming no major disruptions, I am hoping that in about 2-6 months I will be set up to take on clients.

Current Investment Results

Over the past 5 years I have spent countless hours testing old market data for stocks, bonds, gold, and crypto currencies. At times I had thought I found hidden treasures in the data only to be disappointed when I started implementing my findings with even small amounts of real money.

However, in June of 2019 I became confident in the results of my new simulations and small scale real money tests. I began investing the majority of my net worth using the techniques I developed and started sharing the results via my profile on Collective2, which had a 96% return over the same time frame that the market returned -9%. I know it sounds crazy, but you can see the results for yourself at my profile or in the graph below from my brokerage statement.

Since June Our Accounts

No More Monthly Portfolio Blog Posts

Because I don’t think many people are using my end of the month portfolio updates and because my Advanced portfolio results have done so well even in this downturn I have decided to stop doing end of the month portfolio emails for the Beginner Portfolio via my blog. Instead I will just share the Advanced Portfolio via my strategy Patience is a Virtue on Collective2. I am not ending the blog but don’t be waiting on portfolio updates from it.

How to Copy My Investments Now

As always, you can still have your own brokerage account copy mine automatically even though I am not licensed at this time, but I cannot give you individualized investment advice. To automatically copy my trades you can use the following steps, but be sure to analyze all the fees you will have to pay and make sure it is worth it for you.

  1. Create an account on Collective2
  2. Create and fund a brokerage account at Interactive Brokers using the IBKR Pro fee structure. You can use other compatible brokerage services, but I use Interactive Brokers and am very happy with them.
  3. Subscribe to my strategy Patience is a Virtue, paying the fee I charge.
  4. Pay Collective2 an additional fee to link your Collective2 and Interactive Brokers account(s) so that trades are automatically placed that mimic my trades. You will want to reach out to the Collective2 support team in this stage if it isn’t clear to you.

Plans Moving Forward

I have done extremely well this year, but I don’t expect every year to be so great. I think this year is far above average based on my models. Also, my models suggest I can expect to lose -35% some years and have multiple years in a row with negative growth. However, my models also indicate fantastic results in the long term. Therefore, I am using these simulations to guide my current investment decisions, but you should not forget that even real historical results do NOT guarantee that the future will be similar. Investing is risky and irregular. I could be completely wrong about my models and be missing some risks that could hurt me later.

Despite the risks, my best available information suggests that my investing techniques will have greater total returns than the market over long periods of time with only modest drops in value. I hope that by getting licensed I can use these same techniques to help clients. So please reach out to me if you would like to be contacted when/if I get my business up and running.

-Charles Tines




search previous next tag category expand menu location phone mail time cart zoom edit close