Kirkpatrick Value Screen

Performance

  Kirkpatrick Value S&P 500
YTD Return: -0.5% 1.3%
Five Year Return: -0.7% 18.6%
Ten Year Return: 13% 5.2%
Inception: 11.7% 4.1%
Data as of 3/31/2014
The Kirkpatrick Value Screen represents AAII's interpretation of the investment approach and is not determined by the original strategist. The list of passing companies represents a hypothetical portfolio, which is used to track the screen’s performance on a chart.

Passing Companies

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Screening Criteria

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Chart

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Beating the Market With Charles Kirkpatrick

The market downturn of 2008 was a nightmare for many investors. On one end of the spectrum are the "buy and hold" investors who saw their portfolios battered by the broad-based decline in equities. On the opposite end are those who abandoned the equity market completely after taking large losses and who are still sitting on the sidelines. For those needing their money in the next five to seven years, such a move makes perfect sense. However, many investors have become paralyzed with fear and refuse to get back in the game. As a result, they will miss out on the market's eventual recovery.

Charles Kirkpatrick's book, "Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell" (FT Press, 2008), seems to have been written exactly with this scenario in mind. Kirkpatrick believes that the stock market is still the best investment vehicle available, but also thinks it is impossible to predict the market, or the economy. He outlines stockpicking and portfolio management strategies that he believes individual investors can follow to outperform the market while reducing the risk of capital loss.

Kirkpatrick is president of Kirkpatrick & Co., Inc., which specializes in technical research, and he publishes the Kirkpatrick Market Strategist stock advisory newsletter. Kirkpatrick has been a director of the Market Technicians Association (MTA) and holds the Certified Market Technician (CMT) designation. He is also an instructor at the Fort Lewis College School of Business Administration and a two-time recipient of the Charles H. Dow Award from the MTA for excellence in technical research.

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