The Closing Week Of 2024 - All 3 Portfolios Outperformed With Minimal Downside (+59%,+41%, and +35%)
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No Investment Advice or Brokerage; Disclaimer. For the avoidance of doubt, The Simple Side does not provide investment, tax, or legal advice. The value of any asset class can go up or down and there can be a substantial risk that you lose money buying, selling, holding, or investing in any asset. You should carefully consider whether trading or holding assets is suitable for you in light of your financial condition.
Good morning, simple investors — Merry Christmas and Happy Holidays to you all! Welcome back to the only financial newsletter that Santa subscribes to.
Speaking of Santa, if you want a great gift for the finance nerd in your life, you know what to do (click below).
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I decided to include a statement here to let people know our long-term holding portfolio (a.k.a — the Flagship Fund returned 44% YTD).
This section of the newsletter tracks the past performance of this weekly newsletter. As you will see, on average we have outperformed the S&P 500 from Monday to Friday, market open to market close.
The graph shows the growth of a $10K investment which began on July 20, 2024. You can find every newsletter dating back to July 20th here by CLICKING HERE.
Here is a summary of the past few weeks of performance and a comparison of returns that this newsletter has had relative to the SPY. You’ll notice that some returns are higher than the stocks ending price this week — well I have developed an “expected return” for each stock pick which sets up a take profit percentage once surpassed.
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This report tracks the five most recent politician trades and two large holdings in my portfolio — ETFs NANC 0.00%↑ (which tracks democrat trading) and KRUZ 0.00%↑ (which tracks republican trading).
NANC is down 0.08% this week, 0.24% this past month, and up28.57% YTD. KRUZ is down 0.44% this week, 2.33% this past month, and up 14.74% YTD.
Politicians were on Christmas break so they were quiet over the past month with only 6 politicians making 8 trades moving only $113 thousand.
Politician Stock Highlight
The only buy that happened specifically this week was Pete Sessions purchase of Microsoft. Nothing terribly interesting here, but paying subscribers can see some interesting news on this topic later…
Here are the most recent politician trades:
Insider Trading Report
This report tracks the five largest insider buys from the past week and a new ETF in my portfolio — ticker SURE — which tracks insider trading.
SURE is down .23% this week, 6.16% this month, and 12.09% YTD.
The monthly buy/sell ratio is 0.28 which is a market sell signal. In the past, on major downturns like 2008 and 2020, we saw insider buying hit levels of over 1.8
Insider Stock Highlight
Buffet’s pick of Verisign shines here for me. My models put the stock at an 8.9/10 which is a rank not reached by many stocks I analyze. I also think the stock is undervalued by around 14% boasting high profitability and growth; yet, the stock is lacking when it comes to financial strength as their debt levels don’t seem to decrease. That being said, ROIC % looks great and the company has an incredibly wide moat making VRSN a 🟢BUY OPPORTUNITY🟢.
Here are the largest trades from this past week:
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Equities markets have gotten interesting in recent weeks and markets have gotten extremely volatile. Some of the best investors have had trades unwinding and losses are everywhere. I feel like now, more than ever, is a time to look outside of equities for decent, less volatile, and often better returns. I was recently checking out a real estate investment platform called FNRP. They focus on commercial real estate deal flow and elite investors know that CRE is going to be HOT in the coming years after the poor performance it had post-COVID. Platforms like this are set to take off and not in small ways (You can check out FNRP HERE).
If you are someone who gets emotional when stocks get volatile and the market doesn’t make much sense, it’s worth it to look at real estate as a viable option. FNRP focuses on the essentials: high-performing assets with the greatest potential to deliver stable returns — plus (and I had no idea that real estate platforms are doing this) they let you personalize the experience with real-time data. Like I said before, equities are in a weird position this holiday season. The excessive selloff from insiders and market whales has been unprecedented. The upcoming year of 2025 will be volatile and challenging, to say the least. I am looking towards some deep-value, low-volatility assets to add to my playbook.
This is where I bring you a curated list of stocks my model says offer the best upside with the least potential for loss this week.
Each stock comes with a quick write-up after this summary so that you can make your own investing decisions. Of course, I will report on all of the stocks weekly, but that doesn’t mean you need to buy all of them or any of them every week. Do your own diligence, and you might just outperform me!
Quick PSA: We treat the trades as buys on Monday’s Market open and sells on Friday’s Market close. You pay for my research, my time, and most of all the saving of your time. That’s why we have a summary of everything below right here:
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The Saturday Sendout is tradeable market news in one place. Get weekly financial information on insider, company executive, and politician trading plus tons of other insights.
The Saturday Sendout is tradeable market news in one place. Get weekly financial information on insider, company executive, and politician trading plus tons of other insights.
