ABOUT
I'M Matt
I received my PhD in Financial Economics from the University of New Orleans in 2019. I worked previously with financial planners during my MBA at Northern Michigan University in 2012-2013.
During my MBA I published research and won a best paper award for automating a simplified version of the CAN SLIM stock investing strategy at the ASBBS conference in Las Vegas, NV. I expanded on that research during my PhD in 2015 and published an extended version of the paper that tracked an automated version on the Dow Jones from 1999-2015.
After publishing that paper in 2018, I continued to track the performance of its investment strategy. From 2015 to 2021, the results beat both the Dow Jones and SP500.
Based on community outreach and demand I decided to track the portfolio holdings in real time for a model $100,000 and $1,000,000 account and produce a newsletter of the passing companies each month.
BELIEF #1
I cannot beat the market (SP500) using automated and simplified investment rules.
BELIEF #2
I cannot improve the process using technical analysis for identifying trends in passing stocks.
BELIEF #3
Rules that beat the market only work in one unique time frame and do not apply to up and down market conditions.
Extending to Famous Investors
I co-authored a paper with my dissertation workshop and corporate finance professor Tarun Mukherjee. We decided to benchmark the CAN SLIM system against other famous investor strategies from the American Association of Individual Investors (AAII.com) and see if we could simplify the CAN SLIM strategy further. This was published in Applied Finance Letters (AFL) in 2023.
Since publication, I've modified the strategy further to include Forbes financial planner Buff Dormeier's methodology for his Volume Price Confirmation Indicator (VPCI).
The purpose of this website is to house the newsletters that tracks the portfolio positions from the simplified CAN SLIM strategy on the Dow Jones benchmark and the famous investor models of Benjamin Graham, and CAN SLIM on all U.S. stocks with VPCI added.
Each famous investor portfolio beats the SP500 since 1999, 2010, 2015, and 2020. The CAN SLIM Dow portfolio beats the Dow over similar timeframes.
#1 Identifies Top Investment Strategies
#2 Replicates those strategies according their creators
#3 Test the strategies keeping the best of the best
#4 Improves upon the strategies with Volume Analysis
#5 Provides subscribers with ideas allowing investors to invest better than the best
Buff Dormeir, CMT
