About The Extended Value Portfolio

The Extended Value Portfolio is the Oxen Group's longterm investing portfolio that is powered by EquityAnalytics. Extended Value is a stock only portfolio (addition of options is expected in 2012) that buys companies based on Buy/Sell/Hold ratings and price targets created from our EquityAnalytics reports. This portfolio, unlike other portfolios, has much longer holding periods of several months and targets gains much larger. While we believe in trading, we believe the fundamental core of any investing platform should be in long-term companies that have both a combination of value and growth. To see all the companies we currently cover in EquityAnalytics, click here. Here is an example of an EquityAnalytics report that is used to determine Extended Value positions.

 

Please read the disclaimer below before moving forward.

Portfolio Information:

- Enters 8-10 investments per month – new positions or adding to already opened positions and holds 20 maximum position overall.

- Uses stock only.

- Position are researched using EquityAnalytics system. Uses technical analysis for timing of entry.

- Portfolio is available to Premium members.

 

Allocation Information

- Portfolio is $60,000 in size.

- 100% position size is $3000. 20 max positions open at a time.

 

Results

Results can be seen here.

 

Current Positions

Current position can be seen here.

 

Available on Ditto Trade

Extended Value Portfolio is available on Ditto Trade. Please click here to learn more.

 

**Disclaimer: All portfolios at The Oxen Group are virtual portfolios, meaning they are ideas and no actual positions are taken. We use the allocation as a way to track these ideas to help with our transparency. The Oxen Group is not a financial adviser and all ideas inside of this portfolio are strictly educational and our opinions. Any material presented on this page or corresponding pages is provided for informational purposes only and is based upon information that is considered to be reliable. However, neither The Oxen Group nor its affiliates warrant its completeness, accuracy or adequacy and it should not be relied upon as such. Neither The Oxen Group nor its affiliates are responsible for any errors or omissions or for results obtained from the use of this information. Past performance, including the tracking of virtual trades and portfolios for educational purposes, is not necessarily indicative of future results. Neither The Oxen Group or anyone related to The Oxen Group is a registered financial adviser. Oxen Group employees do not trade any positions and do not benefit from any of these ideas. Our current long-term holdings are located on the website. Do not buy or sell based on anything that is written here, the risk of loss in trading is great. Please seek financial advice before making any investments. This material does not take into account your particular investment objectives, financial situations or needs and is not intended as a recommendation to you of any particular securities, financial instruments or strategies. Before investing, you should consider whether it is suitable for your particular circumstances and, as necessary, seek professional advice.

Good Investing!

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