Mountain State Analytics
Original investment ideas for the quest for investment success.
For 13 long and volatile years, investor patience has been tried to its limits. Most investors can’t afford another decade of the same disappointing results. In the fall of 1998, the Standard & Poors 500 Index stood at approximately 1100. Currently, this broad measure of stock prices is virtually unchanged 13 years later. This produces poor absolute and relative returns for investors involved in equities. During this time frame, markets have been forced to navigate through several difficult events. The technology bubble, September 11, 2001, and the financial crisis of 2008 are such events. The bottom line is that stocks have failed to meet investor expectations and historical return profiles that have been repeatedly trumpeted by investment industry personnel.
Source: This graph was constructed utilizing SP 500 monthly price data and Consumer Price Index information from The Federal Reserve Bank of St Louis, MO. Dividends received were calculated quarterly and included in the analysis. Dividend data was obtained from Standard and Poors Corp. This composite represents an approximation of after inflation, SP 500 total return.
Mountain State Analytics recognizes that there are two economic forces which are holding back the markets; the relatively high price of crude oil/gasoline prices, and the hoarding of cash (and not lending to fuel the economy) by our banks. Having these two market factors in mind, we have developed an alternative to the “buy and hope” and “set and forget” strategies practiced by many outside firms and Wall Street salespeople. It is our intention to directly confront the challenges of today’s markets with changes in asset mix, individual stock selection and an emphasis on income production. Decades of experience by the Principal indicates that this philosophy is very appropriate in today’s investment environment.
Your Invitation To Take the Next Step
We invite you to learn more about the two of the major economic forces which are holding back the markets. Additionally, we render a broad outline of our investment process. You may have access to our complementary report "How to Grow Your Investment Portfolio in Today’s Sideways Markets." as well as some historical Economic and Market Outlooks by providing your name and email address to the box on the right.
About Our Company
Mountain State Analytics, LLC is an independent investment adviser founded in October of 2010. We are located in Morgantown, WV and provide discretionary management of client funds. All client portfolios are individually managed utilizing independent, internally generated investment ideas and research. Accordingly, our clients are offered direct communication with the portfolio decision maker. Mountain State Analytics, LLC serves high net worth families and individuals, professionals, business owners, small institutions and company plans. We DO NOT act as a broker/dealer or a custodian of funds.