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In The Penn Wealth Report, Vol. 9, Issue 03...
Select the cover to go to the issue library, or select from a story below! From the Editor When investors cannot discern highly-orchestrated theater from real opportunity, trouble awaits Tulip Mania: the West's First Financial Bubble Four hundred years ago a tulip trading frenzy gripped Holland; since that event, one aspect remains unchanged: human nature Archegos: A Case Study in Risk Management How a family office group was able to build massively-leveraged and concentrated positions undetected by investors and regulators alike Feeding Frenzy From cryptos to NFTs to SPACs, FOMO has spurred a new wave of investment into vehicles which few fully understand Focus Company Now that the hapless Oscar Munoz is gone (or at least not the CEO any longer), this airline is ready to embrace the future of air travel How to Play Materials It doesn't always make sense to take a stand in materials; but when it does, this fund has always proven to be effective All of this and more in your latest issue of The Penn Wealth Report! |
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Most recent additions to Members-only pages or Penn Wealth Report links (select the respective link)...
(14 Oct 2021) Trading Desk: Added a regional bank with a hefty yield to the Strategic Income Portfolio
(06 Oct 2021) Trading Desk: Added a consumer staples firm to the Intrepid following a drop due to commodity price concerns.
(23 Sep 2021) Financial Terms & Concepts: Added a definition of price to free cash flow, an important valuation metric.
(22 Sep 2021) Penn New Frontier Fund: Reviewed our Qualcomm position in the strategy for possible stop-loss due to large gains since purchase.
(21 Sep 2021) Trading Desk: Our Lennar position hit a stop-loss and liquidated from the Penn Global Leaders Club for a 125% gain.
(16 Sep 2021) Trading Desk: Our MGM position within the Penn Global Leaders Club stopped out for a 152% gain.
(06 Oct 2021) Trading Desk: Added a consumer staples firm to the Intrepid following a drop due to commodity price concerns.
(23 Sep 2021) Financial Terms & Concepts: Added a definition of price to free cash flow, an important valuation metric.
(22 Sep 2021) Penn New Frontier Fund: Reviewed our Qualcomm position in the strategy for possible stop-loss due to large gains since purchase.
(21 Sep 2021) Trading Desk: Our Lennar position hit a stop-loss and liquidated from the Penn Global Leaders Club for a 125% gain.
(16 Sep 2021) Trading Desk: Our MGM position within the Penn Global Leaders Club stopped out for a 152% gain.
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Protect gains in American Campus Communities
We purchased student housing REIT American Campus Communities right as analysts were predicting a dire situation for students returning to their respective colleges in the fall of 2020. We never bought into the "mass closings of dormitories" thesis, and the bet paid off. Now, we need to protect our gains. |
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Americans' love of country
Americans want to get out and explore their country to an extent not seen in a century. We added an undervalued name to the Intrepid Trading Platform which is well poised to take advantage of this trend, and one which happens to be on an aggressive acquisition spree to increase its breadth in the arena. Members, sign into the Penn Trading Desk for details. |
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A foreign telecom play with plenty of income and growth potential
One never knows for certain how any individual stock will perform going forward, but we found a telecom services company that checks three of our boxes for the Strategic Income Portfolio: a great yield, a foreign play (which we are chronically short on), and a smart strategic vision which embraces the future of the industry. Added to the SIP. Members, sign into the Penn Trading Desk for details. |
*Ongoing Members-only page reminder: One of the most critical steps in building wealth and protecting your portfolio is to maintain a proper asset allocation based on your own risk number. We update these allocations quarterly, looking at market, economic, and geopolitical conditions. So, with your own personal risk number in hand, visit our Tactical Asset Allocation page and sign in. (Always consult your investment professional before deciding on an allocation, as your unique situation may affect how you should be allocated.)
Create Wealth, Enjoy the Journey...
We are not human beings on a spiritual journey; we are spiritual beings on a human journey. |
The Penn Wealth Report is designed to help you build a life filled with wealth, success, and happiness. Our goal at Penn Wealth is to help you create wealth, but this alone does not bring happiness and success. Rather, money is one of six pillars which support our lives and define who we are:
It takes only one of these pillars being out of whack to have a devastating effect on our lives. For many of us, sadly, most are lacking. We attribute our shortcomings to any number of different factors, never realizing the high level of control we have over each. On the other hand, if we learn to master these six pillars we can absolutely transform the quality of our lives, no matter our age, economic status, or circumstances. We will teach you the simple techniques needed for mastery over self. |
Strategic VisionDesigning the Blueprint:
Your Intuitive/Intellectual Self Strategy keeps a pilot's ship on course. |
This pillar represents your intuitive/intellectual self. Imagining your future in your mind, designing the blueprint to get there, and then acting with a steely determination to carry out your plans, irrespective of outside forces. Have you ever noticed how some people are able to make massive strides in life, adroitly handling challenge after challenge? They are no different from you, they have simply defined where they want to go in life and are constantly honing their skills—which is what you will learn to do as well.
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Command & ControlDeveloping the Mind & Body: Your Internal Self (Physical/Emotional Self Control)
Between the conception and the creation, between the emotion and the response, lies the shadow. |
This is where it either falls into place or falls apart for the majority of Americans. If you master this pillar, you can make your dreams come true with remarkable efficiency. This is the realm in which your habits—both good and bad—reside. It is the reason some people are able to achieve incredible success in their lives, while others flounder, despite their apparent advantages. Don't take this pillar lightly. Embrace it. Learn the techniques others have used throughout history to achieve great things. Vow to excel here, and you will be amazed at the wonders that await you on the path ahead.
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Fields of GoldCreating & Defending Multiple Streams of Income: Your Professional Self
Pursue one great, decisive aim with force and determination. |
This pillar represents your professional self. It should be your passion in life—the profession you have chosen because it energizes you. It should not be a job you loathe but trudge to each day because you need the money. Sure, most of us have to do work we don't like until we can follow our passion, but the sooner you determine what you really want from life, the quicker you can exit the grind and follow your dream. Follow your dream, pursue your passion, and the money will most certainly come.
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Tactical AwarenessUsing the External Environment to Gain Advantage: Your Social Self
Men, it has been well said, think in herds; it will be seen that they go mad in herds, while they only recover their senses slowly and one by one. |
We don't live our lives in a vacuum. In fact, quite the opposite. Virtually every part of our day is affected by forces outside of our control. From news stories designed to elicit an emotional response, to constant interaction with others, we are pushed, pulled, and prodded like a pinball in a machine. But what if we looked at our external environment with a different perspective? What if we took what is happening in the world around us and used it to our advantage, using critical thought and rejecting the herd mentality? Tactical Awareness is about thinking differently; taking the path less traveled.
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Investment IntelMastering the World of Money: Your Financial Self
The intelligent investor is one who sells to optimists and buys from pessimists. |
After several decades in the arena of professional money management, we have worked with all types of clients and through all points of the economic cycle. We have seen irrational exuberance warp intelligent minds during peak periods, and extreme fear grip investors during market troughs. Investment intelligence means ignoring the emotions-based actions of the masses and, quite often, doing what feels uncomfortable. Proper asset allocation and risk management are fundamental to efficient wealth creation. At Penn Wealth, you will have an investment portfolio that is uniquely your own.
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The JourneyLiving with Divine Happiness: Your Spiritual Self
We are not human beings on a spiritual journey; we are spiritual beings on a human journey. |
With the realization that we are spiritual beings on a human journey, and that this is but a tiny little fraction of our trek, everything in the physical world is put in perspective. The things we worry about on a daily basis, when viewed with this clarity, become virtually nonexistent. We were placed here, in this time and in this body, for the sole purpose of growing spiritually. Every action we take in life can either move us forward, or inhibit our growth. Understanding our purpose on this part of the journey will help keep us focused on what is truly important, and allow us to live with Divine happiness.
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If you feel that we are not abiding by this privacy policy, you should contact us immediately via telephone at (913) 538-7174 or via email at member.services@pennwealth.com.
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