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Our Manward Trading Report Card
by Alex Moschina, Publisher
It's time for a check-in, Alex.
We just took a look back at our recent track record performance at Manward. And I want to share the results with you.
I'll start by saying this...
We packed a LOT into the past six months.
It seems like just yesterday we welcomed the legendary hedge fund manager and longtime Fox Business contributor Shah Gilani to our ranks as Manward's first-ever Chief Investment Strategist.
Since then, Manward portfolios have delivered significant outperformance over the markets when comparing averages over the same timeframes.
In multiple cases, our editors outperformed the S&P by at least 136%...
And by as much as 234%!
It probably goes without saying... but this type of outperformance is highly uncommon in the investing world.
In fact, a study by Vanguard found that financial advisors tend to increase their clients' annual returns by just 1% to 1.5%.
Yet that's the same percentage as the average financial advisor fee to manage a portfolio!
As George Strait once sang, easy come, easy go...
Of course, I don't mention any of this to belittle the work of financial advisors.
Or to brag.
Rather, this seems like the perfect opportunity to reaffirm our mission: To help Manward readers achieve uncommon returns in these odd economic times.
So, let's lay it all bare.
We want you to know how we're doing; the good... the bad... and where we are working to improve.
With this being the six-month mark since Shah joined our team, we decided to run the numbers and conduct a full audit of our portfolios' performance.
You can think of it like a Manward trading report card.
It looks like this:
[TRADING REPORT CARD IMAGE]
Our total weighted average gain across all portfolios was about 22%... with an average holding time of 109 days.
For perspective, the average S&P 500 weighted gain during the same periods as our trades was around 10%.
In other words... if you had put an even amount of money into every trade recommendation we've held since Shah took the reins... you would have more than doubled the S&P's performance.
Again, it's a tremendous level of outperformance.
To shed even more light on things, let's quickly break down our track record by individual service.
We'll start with our flagship newsletter...
Manward Money Report (and Manward Money Report PRO)
In Manward Money Report, our base model portfolio has handily outperformed the S&P 500.
Some recent highlights include Alphabet (GOOGL), which is already up by double digits since Shah recommended it in the March issue, and Cadence Design Systems (CDNS), up 17% since it was recommended in our January issue.
Monero (XMR), one of Manward's longest-standing crypto recommendations, was down 19% for the period. It's been our biggest laggard, which is no surprise given crypto's propensity for volleying between euphoric highs and deep lows.
On that subject, let's turn to our recently launched Crypto Boom Portfolio. At the time we crunched the numbers for this, our weighted average gain was -6.74%. But when we dig a bit, we see that our plays that are down have fallen between 10% and 38%... while our plays that are UP have gained between 13% and 47%. And the short time frame since we launched the portfolio just happened to coincide with what's expected to be short-term crypto volatility.
In sum... there is a reason we tend to issue wider trailing stops on these types of trades.
Rounding things out with a look at our two PRO portfolios... They are each up an average of around 31%, absolutely crushing the average S&P over the same timeframes.
Alpha Money Flow
In Alpha Money Flow, our average trade returned 29.70% in 84 days. When we compare that to the S&P 500 over the same time periods, we outperformed by well over 200% (9.18% S&P average).
Leveraged plays on Catalyst Pharmaceuticals (CPRX) and Camtek (CAMT) each yielded triple-digit gains.
Our biggest loser was a Diversified Healthcare Trust (DHC) March 15, 2024 $2 put - predating Shah - that expired worthless.
After a mostly down 2023, our legacy crypto portfolio has been back riding the pro-crypto wave in 2024. More than a half-dozen of the included positions surged by triple digits during the past six months.
Breakout Fortunes
The newest trading research service on the block, Breakout Fortunes was on a hot streak right out of the gate. At the end of 2023, it was one of our top-performing services.
And not surprisingly... it's still crushing.
Robert's picks have generated a weighted average gain of 19.42%... effectively doubling the S&P's average performance over the same time frame. We expect the recent addition of targeted crypto trades to only enhance the excitement.
But even before Robert started putting cryptocurrencies in the portfolio, he was tapping into the trend. In February, he recommended Coinbase (COIN) March 21, 2025 $160 calls as a way to play the situation. Just 28 days later, we closed the position for Breakout Fortunes' biggest gain so far this year - a 164.81% return.
In total, of the eight plays Robert closed during the period we reviewed, only three were losses, while the other five were winners.
As I write, we're sitting on three open double-digit gains.
GVI Investor
The "007 of Investing" has been on a tear in 2024. And over the past six months, Alpesh's GVI Investor has produced three triple-digit gains... five double-digit gains... and, overall, a 30.43% weighted average gain since November.
Alpesh's strategy - which is the same as the one he uses to pick stocks for his famed hedge fund in the UK - is tried and true.
Now enhanced by AI, it has delivered winner after winner.
In fact... during the period we reviewed, 11 out of 18 closed positions were winners.
And factoring in all those closed positions - winners and losers - the average weighted gain was 28%.
Alpesh's lifetime subscribers (including Executives like yourself), who who receive a bonus small cap recommendation each month, have also done quite well. One play - GigaCloud Technology (GCT) - closed with a 100% gain in 145 days.
In total, the GVI Investor lifetime portfolio produced an average weighted gain of 12.65% since November.
Launch Investor
Shah's Launch Investor portfolio just slightly underperformed the S&P benchmark. Though it did give subscribers multiple opportunities to close big gains.
We nabbed a 163.64% return in 97 days, for example, on our Hamilton Lane (HLNE) February 16, 2024 $95 calls. And a 94.27% return on BigBear.ai Holdings Inc. (BBAI) in 122 days.
Dragging us down have been a number of relatively small losses that are often par for the course with a faster-paced trading strategy. Among those trades that went against us, the average weighted loss closed was -19.81%.
In other words, we swung for the fences many times. And while we didn't always hit it out of the park, Shah's recommended protective stops - updated regularly in our weekly alerts - strictly limited our downside risk.
Manward Novus
Finally, we come to our most cutting-edge portfolio. In some ways, it's difficult to quantify our performance in the realm of security tokens as these move more like private equity plays. We are buying with the intent to hold for the long term.
Nevertheless, our team dug through the latest data and determined we are sitting on a small average gain here of 0.63% since November.
With this asset still in its nascent stage, we are comfortable with our performance here and optimistic about all that's to come. Let's not forget that BlackRock CEO Larry Fink said, "The next generation for markets, the next generation for securities, will be tokenization of securities."
And Fink isn't alone in his enthusiasm. Major institutional firms like Hamilton Lane, Apollo and others are diving into the world of security tokens.
We're betting on a bold new vision of investing. And the future looks bright indeed.
In fact, we're downright excited.
I just want to say thank you again for being part of us. Here's to even bigger gains ahead.
Sincerely,
Alex