Target Top Investment Opportunities With the Help of a Wall Street Pro

Let’s face it — sorting through the thousands of stocks available on the major U.S. exchanges is difficult. Intimidating, even, for anyone who doesn’t have the time to follow markets daily and analyze the fundamental health of companies by digging into their annual reports and accounting documents.

That’s why millions of people put their faith in mutual funds, either directly or through their 401(k)s. These funds provide instant diversification, and you’re getting savvy investment managers to do the heavy lifting for you, choosing the best places to put your money.

For those without the time or inclination to do their own stock analysis, it’s the best way to participate in the market, grow your retirement nest egg, and sleep soundly at night with a Wall Street pro picking all the stocks for you . . . right?

Unfortunately, the results just don’t add up.

A recent study by S&P Dow Jones Indices reveals a shocking reality. The research team discovered that, out of 2,862 mutual funds studied, only two — yes, two — outperformed the stock market over a five-year span. Some would have good years, some bad, but only two could achieve consistent outperformance. (And even those were likely to decline — as the researchers concluded, “The data shows a likelihood for the best-performing funds to become the worst-performing funds and vice versa.”)

You might think, “Well, they must have included some high-risk sector or leverage funds to skew those results, right?” Nope. They were all broad-based, actively managed domestic stock funds. And their ability to outpace the market as a whole was downright pathetic.

Does this mean you should give up and resort to index funds, tying your fate to the whims of the broad market? Not quite.

There is a better way.

The problem with mutual funds is the inherent flaws in their very structure. For one, the managers are often working with a mountain of cash, which sounds nice until you realize that, once you get too big, your actions actually move the markets in and of themselves. You can no longer stealthily pick your targets — now, the whole investing world can see what you’re up to, and stay a step ahead.

Another problem: In the name of “diversification,” managers often have to hold stocks that aren’t necessarily profitable, but serve as “window dressing” to appease customers and clients. In fact, as much as 95 percent of a fund could be mere window dressing, while 5 percent of the holdings are what drive the bulk of the fund’s performance.

Over a 30-year career in the Wall Street fund industry, John Shubert has learned what works — and what doesn’t — when looking to outpace the traditional mutual fund or ETF. The executive vice president of CBIZ Retirement Plan Services has used his extensive knowledge of the industry to develop an exclusive data-based formula, taking the guesswork out of identifying stocks poised for major gains. 

With cues in hand from the world’s greatest investor, Warren Buffett, Shubert’s formula is designed to lock in on small-cap, deep-value stocks currently being overlooked by investors at large, allowing him to identify low-priced names with strong balance sheets and bright prospects for future growth. 

The result: The Alpha 15, Shubert’s easy-to-follow portfolio that tells you what to buy, and when, to maximize your profits and grow that nest egg faster than an index fund. It’s the ultimate solution to the question, “How can I accelerate my returns and fund a comfortable retirement faster?”

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