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.
- 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.
- Portfolio is $50,000 in size.
- 100% position size is $2500. 20 max positions open at a time.
Available on Ditto Trade
Extended Value Portfolio is available on Ditto Trade. Please click here to learn more.
For more questions, email us at contact at theoxengroup.com or call us at 1.800.709.1160.