CAM outpaces S & P 500 by +61.225%

CAM outpaces S&P 500 by + 61.225%

 

CEO, Ace Custodio, reported another strong week for Custodio Asset Management posting year-to-date net gains of +19.236%, a rise of +1.766% since 11-14-08.  The S & P 500 year-to-date now stands at -41.989% while the Nasdaq 100 stands at -44.039%.

 

Mr. Custodio praised his brother and Chief Investment Strategist, Almond Custodio, for continuing CAM’s stellar performance.  Since the company commenced operations in October 2005, client investment portfolios have increased +169.267% net of fees.  For the same period, the S & P 500 stands at -30.680%.

 

The performance has not gone unnoticed as national media has shown interest in the company’s investment model.  Strong institutional and retail support for CAM’s investment services have led a recent surge in new clients.

 

 

 

 

 

 

 

 

The Bear Has No Favorites!

The Bear Strikes! 

The performances of some of the most revered icons of the investment world deliver a clear advisory about the serious declines within the current marketplace.  The rules of value investing are changing and this is no time for the feint of heart.  CAM believes that the changing market conditions are creating gain potential for the serious, disciplined and forward-thinking investor.

 A look at these prominent investment funds delivers the verdict that the Bear does not discriminate. 

 Berkshire Hathaway                    Warren Buffett           -43% ytd

CMG Focus Fund                          Ken Hebner                -56% ytd

Legg Mason Value Trust               Bill Miller                    -50% ytd

Citadel                                          Ken Griffin                   -44% ytd

T. Boone Pickens                            -$2 billion since July

Kirk Kerkorian                                -$693 million on Ford alone

 Berkhsire Hathaway is a long term investor and it may be too early to rate the company’s investment, but according to Bloomberg, the company’s cost of credit-swaps, or insurance against default, has tripled in the past few months.  Buffett’s bold moves in financials, including Goldman Sachs, have failed to stabilize his holdings amidst the tumultuous Bear Market swings.

The bottom line is that the Bear shows no favorites.  Successful strategies in this market require discipline, transparency and an ability to execute.  Investors need to throw out the outdated value formulas and invest with professional 21^st century investment strategists.

As of November 14, 2008, CAM posted gains of +17.4% net of fees, year-to-date.  Since October 2005, the company’s portfolio gain is +165%.

Info@Camtrading.com

Custodio Asset Management

410-988-2511

Message from the CIS

From Almond Custodio – 11-19-08:

Question to CAM:

After viewing Fast Money on Friday 11-14-08, I was surprised to see their recommendation to break away from traditional buy and hold strategies.  They indicated that if this was an individual investor’s strategy, they have not profited over a ten year span.  What does CAM say?

source: finance.yahoo.com

 

Year	S&P 500			Year	Dow
1980	135.76			1980	963.98
1981	122.55	-9.73%		1981	875.00	-9.23%
1982	140.64	14.76%		1982	1,046.55	19.61%
1983	164.93	17.27%		1983	1,258.64	20.27%
1984	167.24	1.40%		1984	1,211.57	-3.74%
1985	211.28	26.33%		1985	1,546.67	27.66%
1986	242.17	14.62%		1986	1,895.95	22.58%
1987	247.08	2.03%		1987	1,938.83	2.26%
1988	277.72	12.40%		1988	2,168.57	11.85%
1989	353.40	27.25%		1989	2,753.20	26.96%
1990	330.22	-6.56%		1990	2,633.66	-4.34%
1991	417.09	26.31%		1991	3,168.83	20.32%
1992	435.71	4.46%		1992	3,301.11	4.17%
1993	466.45	7.06%		1993	3,754.09	13.72%
1994	459.27	-1.54%		1994	3,834.44	2.14%
1995	615.93	34.11%		1995	5,117.12	33.45%
1996	740.74	20.26%		1996	6,448.27	26.01%
1997	970.43	31.01%		1997	7,908.25	22.64%
1998	1,229.23	26.67%		1998	9,181.43	16.10%
1999	1,469.25	19.53%		1999	11,497.12	25.22%
2000	1,320.28	-10.14%		2000	10,786.85	-6.18%
2001	1,148.08	-13.04%		2001	10,021.50	-7.10%
2002	879.82	-23.37%		2002	8,341.63	-16.76%
2003	1,111.92	26.38%		2003	10,453.92	25.32%
2004	1,211.92	8.99%		2004	10,783.01	3.15%
2005	1,248.29	3.00%		2005	10,717.50	-0.61%
2006	1,418.30	13.62%		2006	12,463.15	16.29%
2007	1,468.36	3.53%		2007	13,264.82	6.43%
2008	930.99	-36.60%		2008	8,943.81	-32.57%
	Since 12/31/97	-4.06%			Since 12/31/97	13.09%

1.           What has caused this change of heart?

In short, the change of heart is in the data of the last 10 years.  The greatest bull market in history started in 1982 and ended in 1999, where the S&P 500 gained 1,098%, in 18 years.  Ironically, since January 1^st 2000, the markets are down 36.63%, which is roughly the same decline as the market year-to-date.

Some long-term investors still make the case that this is “short term.”  After all, since 1981, the market is still up 659%.  However, lately, the buy and hold strategy is losing its validity.  The market has erased all profits in the last ten years, and sadly, the only growth has been from from hard-earned contributions that would have been better off in the bank.   

How long will this bear market be?  No one knows.  The market is dynamic.  No two years are exactly alike in the market, and just because the market is down 36% this year, does not mean we’re at bottom or that we will rally from this point on as happened in 2003.

Due to the magnitude of the drawdown this year, the market has to make 57.7% from 930.99 just to get to break-even of 1468.36.  Although, it’s not impossible in the next few years, unfortunately, many Americans who planned on retiring soon will now have to continue working indefinitely.

Big Gains for CAM

CEO Report 11-14-08

Big Gains for CAM!

11-13-08, CAM Chief Executive Officer, Ace Custodio announced big gains for company clients this week.  Citing the effectiveness of the proprietary, controlled risk management strategy implemented by Chief Investment Strategist, Almond Custodio, the company has rewarded both its institutional and retail investors with a hefty +3.445% (net of fees) gain this week.  Year-to-date gains now stand at +17.470% (net of fees).

Since inception in October 2005, the CAM investment fund now stands at +165.273% (net of fees).

In congratulating the CIS on the company’s stellar long and short-term record of achievement, Mr. Custodio referenced his brother’s diligence and commitment to investment excellence as key components in CAM’s remarkable accomplishments, which have begun to garner national interest.

Buoyed by CAM’s continued dedication to complete transparency, institutional and retail growth has surged at the busy Columbia, Maryland firm.  New client enrollments have increased dramatically since the three year anniversary and during the prolonged market turbulence this Fall.

All inquiries are welcome at info@Camtrading.com or at 410-988-2511.  

 

CEO Report – 11-10-08

Another Solid Week!

Custodio Asset Management’s CEO, Ace Custodio, announces another strong week for clients of the Maryland-based wealth management firm.  After a gain of +2.737%, CAM’s year-to-date gain now stands at +13.925% while the S&P 500 has lost -35.113%.

Since inception in October 2005, CAM has posted stalwart gain amounting to +157.269%.  During the same period, the S&P 500 show losses amounting to -22.464%. 

Before committing her portfolio to Custodio Asset Management, a new client asked;  “What can CAM do for me that a bigger investment house won’t?”  We liked that question so have decided to share our response with clients and prospective clients of CAM. 

One of the highlights of being with CAM is that your portfolio will not be exposed to the market’s volatility 100% of the time.  The main flaw in a buy-and-hold strategy that most investment companies employ is that your money is in the market all the time.  This means that if the market is down, so will your investments be down and however long it takes to recover from the losses will be in direct proportion to your own recovery.   At CAM, you know from our historical performance charts that we do not subscribe to the same strategy found with other investment companies.  Investors have hired us to provide value for their investment dollars and our returns are proof positive of that value.  

New clients are especially appreciative of the company’s commitment to complete transparency.  CAM continues to receive institutional and individual notoriety.  Custodio Asset management welcomes all inquiries at info@Camtrading.com or at 410-988-2511.

 

CEO Report 11-03-08

Year-to-Date Gains for CAM Clients

Custodio Asset Management reports promising gains in today’s turbulent marketplace.  As of October 31, 2008, CAM stakes a 45.21% lead against the S&P 500 benchmark.  In October, the S&P 500 lost another 16.83% lowering the year-to-date to -34.03%.  CAM’s year-to-date gains stand at +11.188% through October. 

At the company’s three year anniversary, CAM investors have realized gains amounting to +151.087%.  During the same period the S&P 500 stands at -21.164%. 

CEO, Ace Custodio, states that this marketplace is providing investment possibilities for the experienced and disciplined investor.  CAM’s proprietary strategy “protects client money from the dips and grows the investment over the long term.  Today’s investors must have a sustainable strategy to cope with the fluctuating market.”

While long-term gains have exceeded expectations, CAM’s clients express gratitude for the personalized oversight administered by the wealth management company.  Institutions have also committed to CAM’s proprietary strategy.  Recently, Blue Point Financial Alliance retained CAM as its appointed benefits provider and investment adviser for all of Blue Point Financial employees, the membership database and prospects. 

CAM has recently received numerous calls from discouraged owners of 401(k) plans.  CAM’s transparent and consistent growth record has inspired many new 401(k) account holders to rollover the remaining balance to an IRA for the company’s management.  CAM welcomes all inquiries at info@Camtrading.com.

 

 

CAM Announces Blue Point Financial Alliance

Blue Point Financial Alliance Retains CAM

Custodio Asset Management (CAM) CEO, Ace Custodio, announced today a commitment from Blue Point Financial Alliance to utilize CAM as an appointed benefits provider and investment adviser for all Blue Point Financial employees, the membership database and prospects.  CAM looks forward to continuing diligent growth, full transparency and the company’s success-driven strategy to all of Blue Point Financial Alliance’s employees and clients.

After three years beginning in October 2005, CAM’s +151% portfolio gain has garnered much institutional and individual interest that is both regional and national in nature.  Blue Point Financial Alliance typifies the mounting enthusiasm for the CAM record of success.

Info@Camtrading.com