L.I.F.E PORTFOLIO CLASS

L.I.F.E PORTFOLIO CLASSSeabelo N. Montwedi

Program History

“The value of an education in a liberal arts college is not the learning of many facts but the training of the mind to think something that cannot be learned from textbooks.”

– Albert Einstein

Contributors

$150,000

Model

“The CAN SLIM model was developed based on an intensive study on 500 of the biggest winners in the stock market from 1953 to 1990.”

Class Structure

“Picking the right stock for your portfolio is more than eeny, meeny, miny, moe”

Management Strategy

“Establish a strategy that tempers potential losses in a bear market”

Position Breakdown

CBI28%

KORS

22%AIG10%

DVA10%

DE9%

URI7%

BIDU

7%

RGR5%

OAS2%

Earnings Breakdown

Series1

0.2374

90.40%

0.0970.0087 0.0128

0.433

-0.1502-0.0205

0.0569

Chart Title

AIG BIDU CBI DE DVA KORS OAS RGR URI

Sector Breakdown

Industrial Goods

42%

Services29%

Finance10%

Healthcare9%

Technology8%

Basic Materials2%

Yield

4 month yield=6.36%

Total yield=17.24%

Performance Evaluation

Limitations"Searching for companies is like looking for grubs under rocks: if you turn over 10 rocks you'll likely find one grub; if you turn over 20 rocks you'll find two.“

-- Peter Lynch

Conclusion

“Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble”

― Warren Buffett