Market Cycle Investment Management (MCIM) reflects the unique strategies, procedures and disciplines documented in the books and articles of professional investor CEO/Consultant at Sanco Services Inc. and Senior Instructor at Kiawah Golf Investment Seminars.
: Where can I get an MCIM Portfolio?
You can develop one for yourself, after completing a course of study that you can sign up for at Kiawah Golf Investment Seminars or you can obtain one through the authorized financial professionals at LMK Wealth Management.
: How many types of MCIM portfolios are there?
There are two groups of MCIM portfolios, with three general asset allocation formulas in each: Group one is for tax deferred portfolios auch as IRAs, 401(k), 403(b), Profit Sharing Plans, etc. and Group two is for all taxable portfolios. Investors can adjust the percentages according to their own preferences, but all equities must be IGVSI stocks, and all accounts must contain at least 30% in income securities.
- 70% IGVSI* Equities and 30% Taxable or Tax Free CEFs
- 50% IGVSI* Equities and 50% Taxable or Tax Free CEFs
- 30% IGVSI* Equities and 70% Taxable or Tax Free CEFs
* IGVSI is an acronym for Investment Grade Value Stock Index.
: Are there any account size or transaction restrictions?
MCIM accounts should be started with at least $300,000 in order to comply with strict Working Capital Model Rules about odd lots, diversification, etc. (Smaller accounts allocated more toward income production should be fine as well). MCIM portfolios are excellent staging areas for retirement income portfolios. Once regular recurring income is needed, the portfolio can be "transitioned" into a retirement portfolio with a solid "base income" already in place.
: Who is former investment manager Steve Selengut?
Please click the "About Steve Selengut" tab at Kiawah Golf Investment Seminars.
: Where can I obtain information about the historical performance of MCIM methodology portfolios?
You need only to grasp the concepts and understand the methodology to make your light bulb come on --- it's a logical and disciplined approach that is easy to implement. Financial professionals can obtain detailed quartely performance reports through LMK Wealth Managemeent
:How would I arrange for Mr. Selengut to speak to my group about the Market Cycle Investment Management methodology?
You can contact him directly at 800-245-0494 or by e-mail.
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(c) 2013 by Steve Selengut