Investment Grade Value Stock Index - The Nuts & Bolts of MCIM

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NOTE: This website is purely informational; nothing is being recommended or guaranteed. "Brainwashing" book readers& MCIM users should find the numbers and ideas helpful.

IGVSI UP 37% Since June 2007; S & P 34% 

  • The S & P 500 began to achieve post Financial Crisis "Highs" in March 2013; the IGVSI started a run of new "higns" late 2010. 
  • The Investment Grade Value Stock Index (IGVSI) tracks an elite group of NYSE Equities; less than 350 companies meet IGVSI quality standards.

The Working Capital Model indices provide benchmark numbers for investment portfolios managed using Market Cycle Investment Management, the methodology detailed in "The Brainwashing of the American Investor". Author/investor Steve Selengut developed the methodology in the early 1970s.  

Comparing MCIM component indices with the S & P 500 confirms that quality based portfolios typically fall more slowly, bend less, and regain upward momentum more quickly than less refined indices.

Because the MCIM operating system demands buying on weakness, old positions are increased and new positions are added while markets weaken. A disciplined MCIM user takes profits during rallies, in preparation for the next inevitable downturn --- it's SOP.

Using MCIM, one would expect new all time high market values well before the averages and indices revisit their previous highs, with portfolio income growing as the process plays out.

Will YOU be ready for the next major stock market correction? MCIM portfolios probably will be.

Investment Grade Value Stocks and high quality income CEFs are the predominant securities included in Market Cycle Investment Management (MCIM)  portfolios. Then, using disciplines that encourage profit-taking during rallies, and selective buying during corrections, it should be clear that market balance performance should do better than brainless (passive, if you will) averages and indices.

Assuming that the average MCIM portfolio has an asset allocation of roughly 50% IGVSI equities and 50% MCMSI income closed end funds, it should be clear why these portfolios might just blow away all forms of passive investing --- especially in volatile markets.

Now sit back and imagine how an MCIM portfolio would have performed during the market cycles of your lifetime. What if you had bought only IGVSI equities and high quality income CEFs every time the market fell, panicked, or hic-cupped? And then, what if you had the courage to take your profits each and every time they reached a reasonable level on an individual issue basis?

Well that's exactly what could happen in portfolios managed using the MCIM methodology; not to mention the added benefit of a consistent and constanly growing monthly cash flow....

Embrace MCIM, and learn more about a "makes sence" approach to developing a secure retirement income. Contact Steve for more information about the process.

Click for Details --> IGVS - Part 2 <--

Market Cycle Investment Management
3912 Betsy Kerrison Pkwy
Johns Island, SC 29455
Phone (800) 245-0494 • Fax (843) 243-8509
Contact Steve directly for additional information: 800-245-0494

Please read this disclaimer:
Steve Selengut is registered as an investment adviser representative. His assessments and opinions are purely his own. None of the information presented here should be construed as an endorsement of any business entity; the information is only intended to be educational and thought provoking.

The Working Capital Model - Market Cycle Investment Management - FREE Mentoring Program

Professional Investor/Manager Steve Selengut, and an experienced panel of experts, walk you through the Market Cycle Investment Management (MCIM) portfolio management process. We'll hold your hand, answer your questions, and do everything we can short of security selection as you learn how to run your own (or your client's) portfolio.

The Mentoring Program is FREE, and includes:

  • The "Road To Success" Investment Training Program (minimum of 3 sessions)
  • The "Performance Investors Want & How to Get It" program (if applicable) 
  • The "Market Cycle Investment Management" program

The mentoring program is no longer private --- at least six people (all "Brainwashing" book owners) must attend each meeting.

Note:  Headsets will make the experience much more productive.


Associated Content:
Rare October Rally Quells Correction Fears... Permanent Re-Start Unlikely - What happens in the future is unpredictable, but understanding the past and how it impacts your uniq...
Worst Quarter in Seven Years Followed By Strong October - The New High and New Low issue stats can identify weaker and/or stronger sectors within the Investme...
So, The Correction Never Made It... but high quality sector weakness continues. - IGVSI breadth statistics signal changes in direction within Investment Grade Value Stocks only --- a...
Window Dressing Correction Fizzles.. Buy The November Lows? - The fewer IGVSI equities at bargain prices, the stronger the market and the more Smart Cash that sho...
The Investment Grade Value Stock Index - Continued - The IGVSI was developed in December of 2007 to provide a benchmark for the Equity portion of MCIM po...
Investment Grade Value Stocks: August Market Statistics - The S & P 500 began to achieve new All Time Highs in March 2013 --- impressed? The IGVSI started a r...
Investment Performance Expectations and Broker Account Statements - Whether you go the discount route through Schwab, Ameritrade, Fidelity, etc., or enjoy a higher leve...
Investment Performance Expectations: MCIM Portfolio Fine Tuning - How can I get you to stop fixating on monthly market values and to focus on the purpose of the secur...
Wall Street Wisdom... Value Stocks vs. Growth Stocks - S & P Corporation publishes a standardized earnings and dividends ranking system which separates sto...
WCM 1/1/08 thru 9/18/09 Performance - 2008 Index values are determined by subtracting the 2008 loss % from 100. The 2008 index number is m...

Please read this disclaimer:
Steve Selengut is registered as an investment advisor representative. His assessments and opinions are purely his own and do not represent the views of any other entity. None of his commentary is or should be considered either investment advice or a solicitation of business. Anyone seeking individualized investment advice should contact a qualified investment adviser. None of the information presented in this article is intended to be or should be construed as an endorsement of any entity or organization. The reader should not assume that any strategies, or investments mentioned are any more than illustrations --- they are never recommendations, and others will most certainly disagree with the thoughts presented in the article.