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5categories (92.19)

3517 recommendations, 288 Fools who love me… and I’m back



September 23, 2009 – Comments (2)

I know you’re looking for higher returns.  I know you’re looking for an investment strategy that can deliver results.  5 Categories (“5|C”) is here to provide this for you.

I joined the Fool community 12 years ago and was a very active member of the Mechanical Investing Board, adding insight and ideas, and eventually becoming one of the top 40 most loved Fools. Since then, I've focused on my passion in quantitative investing, creating objective tools that create superior stock portfolios based on an array of stock and company metrics.  I am now returning to The Fool, and very proud to now be a member of CAPS. I am also excited to be the first member to launch in the “CAPS Elite” program. I look forward to using CAPS to introduce you to the 5|C investing philosophy.  More here on how the CAPS team is interested in supporting a few elite members to connect their business to the CAPS community.
As the first Elite member, I want to demonstrate the effectiveness of my system and explain why the 5|C system works.  Rather than just picking stocks, it redefines portfolio management, prescribing specific investments for defined periods and in defined weights that consistently outperform the S&P. 

For investors who do not have the time to trade daily or assemble and monitor a portfolio from the hundreds of stocks that are followed within CAPS, the 5|C system is for you.  The 5|C results speak for themselves (+65% in 2009, +2% in 2008, +39% in 2007), and the system requires minimal effort.  I provide you with a monthly portfolio update that lists current recommended stocks, and if you adjust your investments accordingly, you achieve the same returns. Of course, I also provide the metrics behind the stock picks and make myself fully available to answer your questions. With the 5|C system, you’ll never have any doubt about how many shares of which stocks to buy and exactly when to sell them. 

Furthermore, I am introducing a revolutionary Pay for Performance system. With this pricing structure, you only pay once the returns exceed the S&P by 12% since the day you join.  I have that much confidence in my model.

For more information on the 5|C system, its past performance, my personal background, and this new Pay for Performance model, please visit me on

Also, keep an eye on my blogs.  I’ll be using this space to provide more details as well as continue to add insights and ideas to the rich dialog that the Fool community expects.

2 Comments – Post Your Own

#1) On September 23, 2009 at 11:30 AM, anticitrade (98.01) wrote:

Great to see another investing model available for investors.  I will certainly spend some more time on your site!  Good luck!

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#2) On September 23, 2009 at 11:35 AM, Harmuth (< 20) wrote:

I have never seen a Pay For Performance model for investment newsletters - this seems to be a win-win for everyone involved.  I look forward to seeing how this develops.

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