Cpc housing recovery fund powerpoint

Buy Real Estate or Housing Stocks?February – April 2012www.chartprophetcapital .com

BBA Finance; BA History (summa cum laude)

Chartered Market Technician (CMT) Chartered Financial Analyst (CFA) Candidate MBTI Certification for Behavioral Analysis and Personality Evaluation

Series 7: Securities Representative Series 66: Quantitative Methods Series 86: Research Analyst Qualification Life & Health Insurance License

Credentials

2www.chartprophetcapital .comTel 212.222.3221

500,000+ article views on Seeking Alpha Numerous Editor’s Picks, Most-Popular, Front Page articles Opinion Leader on Gold, Precious Metals, Commodities, Options,

Short Ideas, and Portfolio Strategy

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TV spotlight appearances on CNN, ABC News and The Business News Network, BNN

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Published Books

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• Our investments are based on big-picture themes and detailed analysis

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Established Themes


Most people attempting to profit from a housing recovery Buy homes and real estate Need time to search, more money for purchase, and maintenance Increase risk of poor location or market downturn

Housing Recovery Fund Requires considerably less time invested Free of maintenance costs Has potential for much higher returns Offers enormously increased liquidity Greatly reduces risk

Why Housing Stocks Are Better


Recovery The crash in real estate from 2007-2009 brings opportunities Fear and avoidance of the housing sector has created value Stock market up 100 percent from 2009 bottom, while housing market

still near its lows, down 30+ percent. Buying opportunity? Double Dip

Is the worst behind us? What happens to home prices if we enter another recession? How can you protect the value of your home or real estate?

Housing Bubble: Recovery or Double-Dip?


Housing Crash in Perspective


Positive Recovering job market Low mortgage rates Highly-depreciated prices Increased affordability The Fed’s quantitative easing

programs aimed at boosting housing

Purchasing a home much more attractive at these levels

Positives vs Negatives


Negative Huge inventory of foreclosed

homes Massive existing supply High unemployment High gas and food prices Difficulties in qualifying for a

mortgage Overall lack of confidence in the

housing market Weak consumer

So for those looking to bet on a housing recovery, what is the best way?

Whom does this apply to? Any real estate company Any home buyer Property owners Investors looking for protection or diversification Investors looking to profit from a housing recovery

How does the Housing Recovery Fund help? Protect the value of property you own Diversify your investing or retirement portfolio Profit from a recovery or housing outperformance

Housing Recovery Fund


Buying Physical Real Estate Pros

It’s physical, tangible property Potential income from rent

Cons Large monetary outlays required Non-liquid investment Requires considerable input of time Extra costs for maintenance, property tax, and insurance Generally requires good credit Selection, location, and house risk

Physical Real Estate vs Housing Stocks

Option #1


Investing in Homebuilder Stocks Pros

Low investment minimum required Highly-liquid investment Requires a lot less time No maintenance, property tax, or insurance costs No credit barriers or approval necessary Eliminates selection and location risk Allows for diversification Allows for protection and risk control Potential for much greater returns

Cons No rental income (but some dividends) May not mirror actual home price changes

Physical Real Estate vs Housing Stocks

Option #2


Housing Stocks Have Much Greater Potential


Investing in Homebuilders is a big opportunity Limited risk High liquidity Little or minimal time investment No extra costs Diversification Potential for exponentially higher returns

How to Play It Chart Prophet LLC is currently managing private accounts and a “Housing

Recovery Fund” that will create a basket of housing stocks from a select group of homebuilders, retailers, and housing-related companies.

We will then actively manage the fund in order to maximize profits from stock price fluctuations, and implement risk-protection through hedging and options strategies.

Our Housing Basket


Triple-Perspective Outlook® Fundamental Technical Behavioral

Extensive and versatile investment mix Proprietary programmed timing strategy Pair trading Stop-Loss Portfolio feature We are prepared to profit during a falling market

Competitive Advantages


Programmed Formula Technicals (price, moving averages, relative strength) Unusual activity (volume, money flows, momentum) Behavioral triggers

Avoided Dot-Com Bubble (1999-2001) and Housing/Financial Meltdown (2007-2009)

Works on most stocks, commodities, markets Both a timing tool and an investment-idea generator

Programmed Timing Strategy


While the stock market underwent a “Lost Decade” of zero gains, our backtested strategy showed returns of between 599 and 915 percent, with over 80 percent winners and average annualized returns of over 50 percent.

Backtested Results


Confirm through Triple-Perspective analysis Invest small portion initially Manage Risk: buy near support/away from resistance Allocate in accordance with market direction Maintain “buy list” and scale positions

Optimizing The Strategy


Prime Broker Administration Banking Legal Accounting Design Retirement Accounts Research Platforms Research Distribution

Team


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Legal


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Accounting / Audit


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Executive Management


Yoni Jacobs, CMTExecutive Director / Chief Investment Strategist

Elliot SchubinChief of Operations

Sean RoosChief Compliance Officer / Chief of Investor Relations

We are seeking $10 million for Q1 2012

We will invest the funds in: Homebuilders Retailers Housing-related companies

We will protect and hedge with: Options strategies Pair trades

We have strategies we can’t share

Investment Required


Yoni Jacobs, Chief Investment Strategist Sean Roos, Chief of Investor Relations

(212)-222-3221(516)-313-7065

Contact


There is no assurance that a portfolio will achieve its investment objective. While the Investment Management Company will attempt to moderate these risks, there can be no assurance that its investment activities will be successful or that investors will not suffer losses. Portfolios are subject to market risk, which is the possibility that market values of securities owned by the portfolio will decline and that the value of portfolio interests may therefore be less than what was paid for them. Accordingly, you can lose money investing in this portfolio.

Please be aware that our portfolios may be subject to certain additional risks. Investment in our funds is therefore suitable for sophisticated investors who are able to bear the loss of a substantial portion or even all of the money invested.

Before investing, please consider the investment objectives, risks, and fees associated with the fund, including but not limited to those discussed herein.

This strategy profile does not constitute an offer or solicitation in any state or jurisdiction. Any further distribution or reproduction of this strategy profile, in whole or in part, or the divulgence of any of its contents, is prohibited.

Nothing in this Article should be construed as a solicitation or offer, or recommendation, to acquire or dispose of any investment or to engage in any other transaction. Chart Prophet LLC does not render or offer to render personalized investment advice or service through the Article. Chart Prophet LLC’s specific advice is given only within the context of our contractual agreements with each client. The Article is limited to the dissemination of general information about Chart Prophet LLC’s service offerings, and provides an alternative method for prospective clients to learn more about Chart Prophet LLC, and contact Chart Prophet LLC. Advice may only be rendered after the delivery of the partnership agreement.

Risk Considerations & Disclaimers
