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Your Portfolio Should Look Like an MLB All-Star Team

Jordan Kimmel is a Portfolio Manager for Gitterman Wealth Management. Phone: 848-248-4290Email: jkimmel@gittermanwealth.com With over 30 years of experience in the financial services industry, both as a retail broker and fund / portfolio manager, Jordan is the creator of the FACTS® Stock Selection Process, which employs a unique holistic and quantitative analysis on the integrity and sustainability of over 2,000 US companies. Jordan’s FACTS® method identifies organizations with: Financial Strength Accounting Conservativeness Corporate Integrity Transparency Sustainability / ESG (Environmental, Social, and Governance) Metrics FACTS® analyzes the largest and most liquid companies, and also incorporates Jordan’s Magnet® Investment Strategy, one of the first strategies of its kind to combine the best tenets of value, growth, and momentum of company fundamentals. Magnet® has been licensed to several leading institutions around the country, and Jordan appears frequently on several major financial TV networks, including CNBC, Fox Business, Bloomberg, and ABC News, among others. He has also been quoted extensively in several publications, including Forbes, The Wall Street Journal, and U.S. News & World Report. He is the author of two books, the most recent being “The Magnet Method of Investing.” (Wiley, 2009).
Jordan Kimmel is a Portfolio Manager for Gitterman Wealth Management. Phone: 848-248-4290Email: jkimmel@gittermanwealth.com With over 30 years of experience in the financial services industry, both as a retail broker and fund / portfolio manager, Jordan is the creator of the FACTS® Stock Selection Process, which employs a unique holistic and quantitative analysis on the integrity and sustainability of over 2,000 US companies. Jordan’s FACTS® method identifies organizations with: Financial Strength Accounting Conservativeness Corporate Integrity Transparency Sustainability / ESG (Environmental, Social, and Governance) Metrics FACTS® analyzes the largest and most liquid companies, and also incorporates Jordan’s Magnet® Investment Strategy, one of the first strategies of its kind to combine the best tenets of value, growth, and momentum of company fundamentals. Magnet® has been licensed to several leading institutions around the country, and Jordan appears frequently on several major financial TV networks, including CNBC, Fox Business, Bloomberg, and ABC News, among others. He has also been quoted extensively in several publications, including Forbes, The Wall Street Journal, and U.S. News & World Report. He is the author of two books, the most recent being “The Magnet Method of Investing.” (Wiley, 2009).
As baseball gets ready for its summer classic, the All-Star Game reminds me how I manage my portfolio. While some “deep value investors” like to look for broken down companies and

hallmark of “Magnet® Stocks”–accelerating revenues, margins, and cash flow. Companies in my portfolio also have to be trading at a discount to their growth rate and have positive price momentum. As always, by the very nature of the excellence in what I look for, there cannot be very many of them. The same is true for the Major League All-Stars.

I use the Magnet® Stock Selection Process to score all public companies on 19 different criteria. Most of what I look for is outlined in my books, Magnet Investing and The Magnet Method of Investing. I then breakdown the list by sectors and market capitalization. These lists of both “Top Magnets” and “Bottom Magnets” become the starting point of how I create portfolios. I am willing to use both long and shorts in my portfolios.

Sports have never been bigger than they are today, but there are different names on the All-Star teams. I grew up with names like Johnny Bench, Tom Seaver, and Willie Mays playing in the All-Star Game. You would not want to have them in your lineup today though. It is the same with investing in the stock market. Each new bull market is led by different companies. Magnet helps me identify the new names; the current leaders. I’ll leave the “prospects” and “has been” names for others…I want the current leaders in my portfolio.

As always, I’ll share some current ideas in The Investview Magnet Fund. None of these are recommendations, but all are in my current portfolio. As the market is currently a little “over-bought” I’ll only share a few of our long ideas.

Current longs: Taro Pharmaceutical Industries Ltd. (TARO) , Questcor Pharmaceuticals, Inc. (QCOR) , ARRIS Group, Inc. (ARRS)

Current shorts: Quidel Corp. (QDEL) , LinkedIn Corp. (LNKD)

By Jordan Kimmel, Chief Investment Officer at Investview, Inc. (INVU).