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How I Saved 25% of My Portfolio from Getting Clobbered

By Matt McCallJun 17, 2020


By now, we’re all familiar with how COVID-19 has wreaked havoc on the markets. Last week, the Nasdaq was hitting all-time highs just three months after falling to unprecedented lows… and then on Thursday the market fell more than 1,850 points in a single session.

Just yesterday, good data on retail sales propelled the market up again more than 500 points.

Regular MoneyWire readers know that I view crisis times like these as ones of tremendous opportunity.

That’s why I want to introduce you to my friend and colleague, Keith Kaplan. 

Keith has an amazing story to tell. 

He uses a revolutionary tool to get in front of major market moves – and the tool has been dead-on accurate about this recent market – as well as every major bear market AND bull market going back roughly 20 years.

For example, this tool could have accurately alerted investors about the dotcom crash in 2001… AND it could have pinpointed the exact moment to get back into stocks in 2003, before the market started to rise again.

Keith’s tool warned investors of the 2008 financial collapse before it happened, and then located the exact right time to get back into the market in 2009.

I know those are huge claims, but tens of thousands of investors subscribe to Keith’s research. And the proof is in the numbers…

I spoke to some of Keith’s biggest fans – big-name investors and ex-hedge fund managers – and they all swear by this tool. I heard the same thing again and again… Keith’s tool saved folks from disaster and signaled them at just the right time to maximize market gains.

I can’t think of one investor who wouldn’t love that kind of insight… and I’m thrilled that he has agreed to let me share the story with MoneyWire readers.

I think you’ll find this story really exciting and important for anyone with money in the markets.

If you want to know more after reading this, Keith and I are hosting a joint event on June 23 at 4 p.m. ET when we will show you how thousands of ordinary folks leverage this revolutionary tool with great success.

If you have any money in the markets and are worried if you’re doing the right thing with your investments, then please join us for the event.

Best regards,

Matt McCall
Editor, MoneyWire

How I Saved 25% of My Portfolio from Getting Clobbered

My name is Keith and I’m a regular guy, just like you, trying to navigate the crazy world of investing. But despite recent volatility in the markets, I’ve managed to get through on my own. When the average portfolio loss was 30% over the past few months, I was able to protect my investments and only lose about 5% — without a financial advisor telling me what to buy or sell.

I’m not an expert in investing or finance. I don’t have any advanced training that would give me an edge over anybody else. But I do have a secret weapon that helped prepare me — and even gave me an early warning before the markets tanked in March.

Over the next few days, I want to share my story with you.

Let’s go back to February: The bull market was still kicking and profits were climbing higher and higher. Everything seemed great. But on Feb. 28, I got out of the market; I sold all my stocks.

Don’t believe me? Here’s a screenshot of my actual trades.

I sold stocks across all different sectors — health care, consumer discretionary, real estate, industrials… Heck, I even got out of precious metals — gold and silver. Can you believe that?

On Feb. 27, the day before I sold all my stocks, I saw a signal in the markets that I’d seen before on a number of occasions.

Take a look at the pattern above. After each of the red dots appeared, the market dropped.

  • August 1998: Down 8%
  • December 2000 – October 2002: Down 38%
  • August 2007 – March 2009: Down 52%
  • August 2015 – February 2016: Down 3%
  • October 2018 – December 2018: Down 12%

The signal I got on Feb. 27 was the exact same type of indicator. And even though the markets were doing so well at the time, it looked like another downturn was imminent. I trusted this signal, so I knew it was time to return to the safe haven of cash.

A week later, I was at an investing conference. Naturally, people were talking about their portfolios and what was working for them and what wasn’t… you get the picture. But when someone asked me specifically about my portfolio, I told them I’d gone to cash. He looked at me like I was crazy.

“That was dumb,” he said. “The markets are fine. There’s nothing to panic over.”

I have to be honest. His comment got to me. The markets were making their normal moves — up and down. Had I acted hastily? I wondered if I had made a mistake, but the truth was that I hadn’t sold because I was panicked; I sold because I had reason to be cautious.

I often feel uneasy when I follow some of these signals, because it’s easy for emotions to get the best of anybody when it comes to money and our financial future. But I had confidence in the indicator I was following, so I held firm.

A few days later — March 9 — as I started getting ready for the day, I was watching the news, scanning the ticker tape at the bottom of the screen.

The Futures markets were down. At first, I didn’t think much of it. But then the Futures kept dropping lower and lower. I knew something was going on.

Investors’ fear, uncertainty, and doubt was bringing down the markets in a historic way.

In just 20 days, the Dow Jones entered bear market territory. In less than a month, the historic bull run came crashing to a screeching halt.

In fact, the drop in the Dow was the fastest that we’ve ever seen an index enter bear territory in history. In the Dow’s 120 years, it had seen a drop of 20% just 20 times. In 12 of those cases, the pain kept going, dropping by another 10%.

The S&P 500 didn’t fare much better. From Feb. 27 (the day I got the signal to go to cash) to its low on March 23, SPX dropped about 25%.

My friends weren’t calling me crazy anymore. They were scrambling to find some way to stop the losses in their portfolios. They were desperate to find somewhere safe to put their money.

I should have been clobbered by the movement in the markets, but the alert I got prevented me from losing a significant portion of my portfolio. Obviously, I was feeling pretty good about my decision; and then I got another alert. One that told me to buy…

Tomorrow, I’ll tell you about when and why (and how!) I started getting out of cash and back into stocks again.

Until next time,

Keith Kaplan

Matt McCall’s MoneyLine Podcast

Click here to listen to Matt McCall’s MoneyLine podcast! This week, Matt talks about the recent market volatility. Why did stocks go down this week? Should you be panicking and chasing stocks like Nikola (NKLA)? Matt doesn’t think so. This week, he’ll guide you through what’s going on in the stock market discuss various investment opportunities in Transportation 2.0 and COVID-19 vaccines. He’ll also answer the classic question – gold, silver, or crypto?

You can subscribe to this podcast on iTunes, Stitcher, Spotify, or wherever you listen to podcasts.

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