30 stocks that survived 2 recessions & bear markets.

Year-to-date performance +35.16%

Any company that has survived and profited in the United States over the last 20 years represents to me a far safer haven for mine and my families wealth than any Government debt instrument in 2019.

1.01) To create your own 2000 – 2019 portfolio of these stocks

Download this spreadsheet, open, enable editing, if you need a hand contact me

1.02) Trading all 30 the initial valuation January 2000 = $300,000,

Valuation September 2019, $12,619,207

Two losing years, 2002 -4.73% & 2008 -22.53%.

This assumes zero trading from January 2000 through September 2019.

1.03) With a little effort you can structure a portfolio that hasn’t had a losing year this century.

1.04) Initial valuation January 2000 $100,000,

Valuation September 2019 $5,190,844, no losing years.

This assumes zero trading from January 2000 through September 2019.


2) 1980 – 2019 performance for 29 of my “Old Timers”

2.01) Aaon Inc. (AAON) 2000-2019 +3,960.84%

Date Split
17-Jul-14 2/3 Stock split
03-Jul-13 2/3 Stock split
14-Jun-11 2/3 Stock split
22-Aug-07 2/3 Stock split
05-Jun-02 2/3 Stock split
01-Oct-01 2/3 Stock split

Source

2.02) Apple Inc. (AAPL) 2000-2019 +6,798.88%

Date Split
09-Jun-14 1/7 Stock split
28-Feb-05 1/2 Stock split
21-Jun-00 1/2 Stock split

Source

2.03) Amazon Inc (AMZN) 2000-2019 +2,755.45% (no splits)

Source

2.04) Credit Acceptance (CACC) 2000-2019 +10,460.44% (no splits)

Source

2.05) Churchill Downs IN (CHDN) 2000-2019 +1,900.16%

Date Split
28-Jan-19 1/3 Stock split

Source

2.06) Costar Group Inc. (CSGP) 2000-2019 +1,709.83% (no splits)

Source

2.07) Edwards Lifesciences (EW) 2000-2019 +6,401.75%

Date Split
14-Dec-15 1/2 Stock split
28-May-10 1/2 Stock split
27-May-10 1/1 Stock split

Source

2.08) Exponent Inc (EXPO) 2000-2019 +8,255.55%

Date Split
08-Jun-18 1/2 Stock split
05-Jun-15 1/2 Stock split
12-Jun-06 1/2 Stock split

Source

2.09) Fiserv (FISV) 2000-2019 +1.736.73%

Date Split
20-Mar-18 1/2 Stock split
17-Dec-13 1/2 Stock split
04-Sep-01 2/3 Stock split

Source

2.10) Heico Corp (HEI) +5,059.52%

Date Split
08-Jun-18 100/125 Stock split
20-Jun-18 4/5 Stock split
18-Jan-18 100/125 Stock split
02-Jan-18 4/5 Stock split
19-Apr-17 4/5 Stock split
05-Apr-17 100/125 Stock split
23-Oct-13 4/5 Stock split
25-Apr-12 4/5 Stock split
26-Apr-11 4/5 Stock split
27-Apr-10 4/5 Stock split
02-Jan-04 10/11 Stock split
08-Aug-01 10/11 Stock split
06-Jul-00 100/110 Stock split

Source

2.11) Iac/Interactive (IAC) 2000-2019 +930.81%

21-Aug-08 2000/2292 Stock split
09-Aug-05 20/18 Stock split
25-Feb-00 1/2 Stock split

Source

2.12) Idexx Laboratories (IDXX) 2000-2019 7,594.34%

Date Split
16-Jun-15 1/2 Stock split
27-Nov-07 1/2 Stock split

Source

2.13) Intuit Inc. (INTU) 2000-2019 870.06%

Date Split
07-Jul-06 1/2 Stock split

Source

2.14) JP Morgan Chase (JPM) 2000-2019 +293.43%

Date Split
12-Jun-00 2/3 Stock split

Source

2.15) Coca Cola Company (KO) 2000-2019 +337.35%

Date Split
13-Aug-12 1/2 Stock split

Source

2.16) Moody’s Corp (MCO) 2000-2019 +2,862.88%

Date Split
19-May-05 1/2 Stock split

Source

2.17) Mesa Labs Inc. (MLAB) +7,587.22% (no splits)

Source

2.18) Microsoft Corp (MSFT) 2000-2019 +335.31%

Date Split
18-Feb-03 1/2 Stock split

Source

2.19) Old Dominion Freight line (ODFL) 2000-2019 +11,143,06%

Date Split
10-Sep-12 2/3 Stock split
24-Aug-10 2/3 Stock split
23-Aug-10 1/1 Stock split
01-Dec-05 2/3 Stock split
21-May-04 2/3 Stock split

Source

2.20) Oracle Corp (ORCL) 2000-2019 +145.61%

Date Split
13-Oct-00 1/2 Stock split
19-Jan-00 1/2 Stock split

Source

2.21)  O’Reilly Automotive (ORLY) +5,902.29%

Date Split
16-Jun-05 1/2 Stock split

Source

2.22)  Pfizer (PFE) 2000-2019 +99.38% (no split)

Source

2.23) Roper industries (ROP) 2000-2019 +2,332,97%

Date Split
29-Aug-05 1/2 Stock split

Source

2.24)  Ross Stores (ROST) 2000-2019 +6,761.80%

Date Split
12-Jun-15 1/2 Stock split
16-Dec-11 1/2 Stock split
19-Dec-03 1/2 Stock split

Source

2.25) Sherwin Williams Company (SHW) 2000-2019 +2,957.87%

Date Split
24-Jun-16 2/1 Stock split

Source

2.26) Simulations Plus Inc (SLP) 2000-2019 +8,756.30%

Date Split
02-Oct-07 1/2 Stock split
14-Aug-06 1/2 Stock split

Source

2.27)  AT&T (T) 2000-2019 +135.40% (no splits)

Source

2.28) Tyler Technologies (TYL) 2000-2019 +5,806.06 (no splits)

Source

2.29) U.S. Physical Therapy (USPH) 2000-2019 +4,807.72%

Date Split
29-Jun-01 2/3 Stock split
08-Jan-01 1/2 Stock split

Source

Obviously you can enhance performance trading anything long and short or at the very least hedging your portfolio during major down trends using option collars, futures or if you’re non U.S. investor CFD’s

3) Linked here is an easy to learn & execute long/short trading program that has outperformed the market and captured the majority of all up and down trends since 1980.

The program is by no means the end all but it’s a great place to start and will demonstrate the benefits of trading long and short using a durable long-term trading methodology.

As simple as it is it’s captured the majority of every major trend up and down in these stocks since they went on the board and the overall market since 1980. I’ve fully disclosed it, provided all supporting charts & links enabling you to objectivity verify performance over last 39 years.

To walk you though it I’m going I’m using the S&P 500 from 1980 through 2019. The instrument I’m trading, the S&P 500 futures contact to keep it simple.

By getting familiar with the S&P 500 futures contact you can cost effectively hedge a diversified stock portfolio in nano seconds, 23.5 hours a day, 5.5 days a week or you can capture the trends up or down with zero restrictions on shorting.

Margin cost is also far more cost effective, current maximum margin rates for leveraged long S&P positions, 0.75% annually, on short you get paid 0.75% annually.

S&P futures also offer more leverage than any responsible trader would use (currently up to 23 to 1). Very low margin requirements, cost effective leverage and zero shorting restrictions do come in handy when you’re laying down a hedge after a 11 pm Trump Tweet that’s causing a market hemorrhage.

4) The S&P 500 has two contacts with high liquidity

4.01) The S&P Mini (ES) each 1.00 move = $50.00, contact value $50 X the Index price (2,975.00 X $50.00 = $148,750) margin requirement to control this position long or short is currently $6,300, daily dollar volume is approximately 300 billion USD, total clearing cost including all bid/ask spreads, brokerage commissions, exchange and regulatory fees less than $50.00 USD per $148,750 position.

4.02) S&P Micro (MES) each 1.00 move = $5.00, position value $5.00 X the Index price (2,975.00 X $5.00 = $14,875) current margin requirement to control this position long or short $630, daily dollar volume is approximately 7 billion USD, total clearing cost including all bid/ask spreads brokerage commissions, exchange and regulatory fees less than $25.00 USD per $14,875 position.

5) Index programs that use enhanced EMA trading methodology.

Link ATA Mini-mum Start Date Average Per Year Maximum Drawdown 2019
5.01 GSI-NC 250K 2011 63.85% -22.46% 50.82%
5.07 S&P-NC 35K 2011 99.67% -54.45% 85.13%
5.12 S&P-C 25K 2007 113.22% -49.83% 81.21%
5.15 SPM-NC 12.5K 2011 91.07% -53.31% 65.56%

6) Index Analysis, charts & quotes are updated every 10 minutes

# Analysis Page Hour 2 Hour Day Week
Trend
6.01 S&P 500 H 2H D W T
6.02 NASDAQ H 2H D W T
6.03 Dow H 2H D W T
6.04 Russell 2000 H 2H D W T
6.05 Euro Stoxx 50 H 2H D W T
6.06 Euro Stoxx E600 H 2H D W T
6.07 DAX Index H 2H D W T
6.08 CAC 40 H 2H D W T
6.09 Swiss Index H 2H D W T
6.10 Hang Seng H 2H D W T
6.11 Nikkei H 2H D W T
6.12 ASX 200 Index H 2H D W T
6.13 FTSE 100 H 2H D W T

7) Educational Resources

7.01) Futures  Educational Videos (60)
7.02) Futures Options Educational Videos (34)

Stock Index Educational Videos

7.03) What is a Futures contract?
7.04) What is an Equity Index Futures
7.05) About S&P Futures and Contract Specifications
7.06) Definition of Margin
7.07)
The Benefits of Futures Margins
7.08) Fundamentals and Equity Index Futures
7.09)
Who Uses Equity Index Products?

7.10) Why Trade Futures instead of ETFs?
7.11)
Hedging and Risk Management for Equity Index Futures

7.12 Trading Opportunities in Equity Index Futures
7
.13) How to Trade Select Sectors
7.14)
Explaining Call Options (Short and Long)
7.15) Explaining Put Options (Short and Long)
7.16) Trading Options During Economic Events
7.17 Option Collars what they are and the basics of how they work
7.18) Working Example of Collaring a Position
7.19) Equity Index Daily & Final Settlement
7.20) Rolling an Equity Position Using Spreads
7.21) What is Equity Index Basis?
7.22) Equity Index Notional Value and Price
7.23) The Importance of Depth (Volume)
7.24) Equity Intermarket Spreads
7.25) Implied Liquidity in Select Sector Futures
7.26
) Influence of Pricing on the Option for Equity Traders
7.27) Why Options on Futures Gives Added Benefit of Diversifying Risk
7.28) Alpha/Beta and Portable Alpha
7.29) Cash Equitization – Cash Drag in the Cross Hairs
7.30) Transition Management using Stock Index Futures
7.31) Beta Replication and Smart Beta
7.32) Additional Educational Information on Stock Indices

8) ATA summary & account opening procedure

8.01) Automated Trading Accounts (ATA)
8.02)
The ATA Fee Structure
8.03) Defining Overall Risk For Your Account

8.04) Exchanges Traded
8.05) Brokerage Firms
8.06) How Balances Are Guaranteed Plus or Minus Trading
8.07)
How To Open An Account

If you have any questions contact me

Regards,
Peter Knight Advisor

—————————————————————-

Privacy Notice

Disclosure

Published by

Asset Investment Management

Family Office, Advisors