OK, Any way i can Check on Euro-Pacific performance?

[Mega]

Got the cash together, i need to place it with them and get my choices sorted. Is there anyway i can look at their performance over the last 5-7 years?
Mike

[Guest]

Re: OK, Any way i can Check on Euro-Pacific performance?

Mega -

Euro Pacific are not an investment newsletter - they are a brokerage that specialises in placing stock trades on all global exchanges.

They cannot be benchmarked because they don't have "model portfolios" in any published or accountable sense.

If you have an account there you can pull up some fairly lengthy lists of their client's "most popular" stocks, and then build portfolios for them on a free charting application like Yahoo charts. You can build a dozen model portfolios from their sector assortment in an afternoon.

You can mix and match their client's most popular stock categories and track them very accurately.

What matters much more to performance is which of their client's stock sectors you choose to track.

Dow jones stocks did not do much since 2000 adjusted for inflation. Ditto S&P. Small cap indexes did better since '03, and will do worse if a bear market resumes.

But if you track model portfolios of commodities stocks only since 2000 you get a lot of performance. That's got much less to do with Europac than it does with what this particular segment of their clients chose in the universe of those commodities stocks. Those were client picks, not Europac picks. A lot of them are perfectly good stocks.

If you like commodities, a great dversified way to play them, as they have a lot of volatility, is to diversify into Jim Rogers commodity index fund. If you buy the commodity bull market idea, you should get a solid 15% Avg. from that index over the next decade.

Most important about Rogers index is it includes soft commodities, which are more difficult for you to replicate with enough diversification from soft agricultural individual stocks. This sector may outperform gold and silver by 100's of percent. Rogers buys the commodities rather than the shares, which is a superior way to invest in the commodity bull market.

But the main thing is to recognise that Euro Pac are NOT an investment newsletter advisor - they are just a brokerage.

There are plenty of excellent investment newsletters - better to spend a few bob on one or two subscriptions to good ones and let them pick and structure your stock or fund portfolios. Stephen Leeb is just an example, but he'll provide highly effective risk control in how he structures a half dozen different portfolios in his newsletter. He's not a personal investment adviser (it's a newsletter) , but he does a superb job for conservative investors. He has a thirty year track record with the Hulbert tracking service.

If you buy the Hulbert newsletter first you can quickly spot the newsletters they track that really deliver decent risk adjusted returns.

Unless you have 250K - 500K to invest, you won't find an investment adviser to actively manage your portfolio. Find 2 good newsletters in sectors you believe can weather the coming challenging environment, and build a portfolio from their recommendations only, and then use Europac to execute the trades.

I do not recommend using Europac as your principal strategist - they have good ideas, but nowhere near the depth of one or two select newsletters.

We just had a really nasty correction. Janszen seems to suggest we may see more downside. Before you jump into all that equities stuff, maybe justy hang back on the shares part and wait. (September / October may provide another downleg). Remember that a lot of people who owned shares uninterruptedly this past four years are getting out of shares right now. Doing nothing and biding your time is an art that is difficult to get a grip on.

There are big bargains right now but there is also great risk the markets may make a fundamental turn down due to worsening credit situation. That risk is very real.

If you are committing to a broad portfolio right this minute I think there are probably people here who would advise you to start with quite small positions.

[Mega]

Re: OK, Any way i can Check on Euro-Pacific performance?

When i rang them i asked Time and again "What is the Minumum you guys want.......they won't tell me!

Mike