Our Fundamentals

Contact:

  • 919.573.6052
  • slewis@lacapitaladvisors.com

 Located:

  • 348 Raleigh St. Ste B Holly Springs North Carolina 27540
  • 3737 Glenwood Ave. Ste 100 Raleigh North Carolina 27612
  • 6000 Fairview Rd. Ste 1200 Charlotte North Carolina 28210                                   

                                     

 

Losses are linear, growth is geometrical

(A 30% Loss Requires a Gain of 42.86%)

Fundamental #1

  • Track and monitor the sectors within the major indices

Fundamental #2

  • Seek market sectors that are meet and or exceed their respective index

Fundamental #3

  • Track and monitor the Industries (relative to their sectors) that meet and or exceed the overall sector performance

Fundamental #4

  • Track and monitor the stocks (relative to their Industry) that meet and or exceed the overall Industry performance

Fundamental #5

  • Once an equity is acquired (either at market or a limit order) we will purchase a Stop Price to protect the initial downside.  When/if the acquired equity meets a specific return we will cancel the Stop Price and acquire a Trailing Stop Price which is determined by a ratio calculation (these are good for six months)

Fundamental #6

  • If/when a bullish markets yields its head, we will consider utilizing leveraged ETF's to enhance one's returns

Fundamental #7

  • If/when a bear market yields its ugly head, we will allow the Stop Price /Trail Stop Price to exercise their pre-determined selling price and hold sold equities in Cash.  (i.e. the last three months of 2018 showed our Cash holdings as a Firm grow from 28%-48% respectively)