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Top 5 Portfolio

Our Top 5 trading ideas in one easy to follow portfolio.

The Top 5 Portfolio is a concentrated stock portfolio service for active investors. Using our rigorous custom equity selection criterion, this portfolio focuses on just five hand-picked stocks from the leading market industries. Since inception, the service has outperformed the S&P 500 Index by more than 8 to 1.

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  • -12.13%

    YTD Performance
  • -6.06%

    365 Day Realized
  • 10.3%

    Avg. Trade Gain
  • 76

    Total Trades
  • 47.40%

    Win Percentage
  Symbology Position Quantity Entry Exit P/L ($) P/L (%) Entry Date Exit Date
XLS Long 353.79 $19.71 $18.95 $-268.88 -3.86% 02/13/2014 04/02/2014
GRPN Long 648.35 $10.76 $8.46 $-1,491.20 -21.38% 02/13/2014 02/21/2014
TDY Long 81.04 $91.11 $89.07 $-165.32 -2.24% 12/18/2013 02/10/2014
WAGE Long 116.15 $62.25 $57.28 $-577.27 -7.98% 01/30/2014 02/05/2014
SPXU Long 50.77 $71.47 $69.71 $-89.36 -2.46% 02/03/2014 02/04/2014
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Top 5 Portfolio by Dave & Donald Moenning

What if you could cut through all of the hype from pundits and analysts to narrow down your portfolio to just 5 stellar positions? With the Top 5 Portfolio, veteran portfolio managers Dave & Donald Moenning do just that: deliver their 5 top-rated equity ideas in one portfolio - right to your inbox.

This concentrated portfolio approach is designed to do one thing and one thing only: provide superior performance. We are not looking for classically diversified approach or a closet index portfolio. The Top 5 is focused on owning only our very best ideas in the areas of the market that are working now.

The Starting Point: Our Selection System

At the core of the Top 5 Portfolio is our stock selection process. Each week the computers crunch the numbers and rank every stock in our universe in terms of earnings strength and company performance. Our goal is simple: we want to identify those companies that are truly tops in their category.

We do not employ the typical "earnings momentum" type of formula that became so popular in the early 1990's. Our proprietary system is much more robust and unique to our services. Our system for determining a company's earnings strength and performance incorporates a wide variety of indicators, including the analysis of:

  • Earnings Estimates
  • Revisions to Earnings Estimates
  • Momentum of Earnings Revisions
  • Measures for Earnings Surprises
  • Upside Potential for Earnings Estimates
  • Company Momentum
  • Industry Performance

From there, we analyze each of the top rated stocks on an individual basis.

·  Review each company’s chart from a technical perspective

·  Evaluate Wall Street's current research and brokerage ratings

·  Check our long-term fundamental models

Next, we gather our best ideas, and then utilize proven technical analysis techniques in order to determine where would be our most favorable buy points, and the most appropriate sell targets were we to buy.

In sum, we first identify the best rated stocks in the top performing sectors. Next, we look for solid "technical set-ups" from which to make our buys and then watch the positions like a hawk each and every day. When the time is right, we will issue our trade alerts, letting you know what to do and when to do it.

The portfolio consists of a maximum of 5 stocks at a time, at 20.0% per position when fully invested. While this is certainly a concentrated approach, we’ve made sure that risk management strategies are built in.

Managing Risk in a Concentrated Portfolio

As the saying goes, "sometimes the best offense is a good defense." So, in addition to a powerful stock selection strategy designed to outperform by a wide margin in Bull markets, the Top 5 also has a risk management strategy built into the portfolio for when the Bears begin to growl.

Our disciplined sell strategy is very straightforward. We will always sell a position when:

·  A stock is not technically healthy from a chart standpoint – we do not tolerate downtrends or breaks of important support.

·  The stock has fallen below our stop levels.

·  The stock has reached our intended price target.

So, we sell for two reasons – to protect capital and improve the overall health of the portfolio by eliminating poor technical set-ups, and when a stock has reached a level that we have pinned as “time to take the gain and smile.” We monitor each stock in the portfolio on an individual basis each day, so there will be few “surprises” despite the portfolio being so concentrated.

While it may sound simplistic, this "bottom up" approach to managing risk causes us to automatically reduce exposure to market risk during bear markets. And since one of the best ways to make money in the long run is to avoid losing big money in the short run, this approach is an easy way to protect your net worth during bear market periods.

Trading is Simple

It's important to understand that a portfolio doesn't have to be complicated to be a viable, effective approach. The Top 5 doesn’t do anything fancy – no options, no day trading, no special instruction transactions. We simply focus on owning quality stocks that outperform the market together. It only takes about 15 minutes a week to keep up to date with the portfolio, and trades are as easy as a simple buy or sell order.

What You Receive with the Top 5 Portfolio

When you sign up for The Top 5 Portfolio, your subscription will include the following:

1.  Real-Time Trade Alerts - We send a trade alert via email before every trade we enter. These live alerts tell members exactly what we are about to do and why we are doing it before we issue the actual trade into Marketfy's system. Each trade alert will include:

    • Instruction
    • Company Name
    • Ticker Symbol
    • Position Size

2.  Daily Current Strategy & Portfolio Update - Each morning we send out a recap of the portfolio, which includes daily market commentary, a roundup of the portfolio’s holdings, and an update of our year-to-date performance.

3.  Dave Moenning’s “Daily State of the Markets” Newsletter - Dave M's daily column features market analysis and commentary each morning before the opening bell. His column is a great way to learn the ins and outs of the stock market and what makes it tick, without investing hours in research and analysis.

The Top 5 *Performs*

Performance is definitely the name of the game in this business. While many online portfolio services will try to dazzle with unrealistic gains and false promises, we prefer the more honest approach – Full, live results from inception. The Top 5 has been available to the public online since January 1, 2006 and has produced the following:



The Top 5 Portfolio has outperformed the S&P 500 Index by more than 3 to 1 since inception. Live. And now available to you, only on StateoftheMarkets.com.

 

Let’s Recap

Rigorous selection process. Five stocks in the top-performing sectors. Built in risk management strategies. Real-time trade alerts and daily portfolio updates. Transparent, solid performance. Easy to use, easy to understand, and easy to succeed with.

A Pricing Plan that Works With You

While the Top 5 Portfolio is a "pro level" portfolio that can easily replace your broker recommendations and those underperforming mutual funds in your portfolio, we don’t make it nearly as expensive. We also understand that everyone has a different schedule and a different budget. So, we’ve made the portfolio available in three different pricing plans, tailored to suit your needs:

Monthly - $44.95

Quarterly - $109.99

Annual - $389.99

Wishing you green screens in your investment endeavors,

David & Donald Moenning

StateoftheMarkets.com 


What you get with Top 5 Portfolio

  • Trade Alerts

    All trade alerts are verified by Marketfy’s proprietary technology that tracks, verifies, and delivers alerts in realtime via email, text message, and the Marketfy activity feed.

  • Education

    Learn about the markets in the fastest, most effective way from mavens and other industry experts. Whether you want to learn to trade full time or just generate an extra monthly income, the education will shorten your learning curve and improve your results.

  • Blog Posts

    Receive access to Dave & Donald Moenning's latest blog posts as well as an archive of [his/her] past entries. These blogs will help you keep up with insights on past trades, thought on current market conditions, and will update you on Dave & Donald Moenning's upcoming events and appearances.

  • Portfolio

    Maven portfolios are generated automatically by Marketfy’s verification technology - removing all human error and manipulation. The full performance history compiles every trade alert issued and are 100% transparent.

Latest Activity from Top 5 Portfolio

Options and stocks involve substantial risk and are not suitable for all investors. Subscribers are urged to evaluate any strategy prior to use to understand the risks and suitability for their personal investment use. Please read Characteristics and Risks of Standardized Options prior to investing in options.

If you engage or plan to engage in auto-trading of any strategy, please refer to All About Auto-Trading.

This portfolio is a sample “paper” portfolio for informational and educational purposes only recommended by Dave & Donald Moenning as representative of Top 5 Portfolio and is not tailored to the individual circumstances or investment needs of any subscriber. This portfolio does not represent an actual portfolio held by Dave & Donald Moenning, and the performance of this portfolio is not necessarily the performance experienced by Dave & Donald Moenning with respect to [his/her] securities holdings and trades. Dave & Donald Moenning may have a financial interest in the recommendations [he/she] makes as [he/she] may hold or trade some of the same securities for [him/her]self, family members and [his/her] clients.

It should not be assumed that future recommendations will be profitable or will equal past performance. As with any potential opportunity to earn profits, there is a risk of loss.

Is This Product For You?

Content:

  • Trading: Stocks, and ETFs
  • Asset Class: Options, ETFs
  • Frequency: Long Term Investing, and Swing Trading

Requirements:

  • Experience Level: Beginner, Intermediate
  • $25k in Trading Account

Goals:

  • Learn to trade Options & ETF effectively.
  • Make that money, honey!

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Trading Style & Goals

Trading Style:

  • Type of Trading: Stocks, and ETFs.
  • Frequency of Trading: Long Term Investing, and Swing Trading.

About the Maven

Dave & Donald Moenning

Dave and Donald Moenning are a father-and-son duo who specialize in growing their clients' portfolios in any market condition.

Dave is a full-time money manager and the President and Chief Investment Strategist of my Chicago-based Registered Investment Advisory firm. He began his investment career in 1980, and have been an independent money manager since 1987. Thus, Dave has been live on the firing line and investing for a living for more than two decades.

Donald Moenning, Dave's son, is the head of equity research at Heritage Capital Management, a Chicago-based investment management firm. Donald holds degrees in economics and business leadership from the University of Puget Sound, lives in Denver, and is an avid snowboarder.