CAN SLIM® Investment Program performance is updated periodically, if you would like to join our mailing list and receive these updates please provide us with the information below:
What has 50 years of research demonstrated? That great growth stocks share seven characteristics. Each of these seven characteristics are elements of the CAN SLIM® acronym. By strictly investing in stocks that exhibit these CAN SLIM® attributes, we will build a portfolio for you that is designed to grow your wealth.
These portfolios are professionally managed daily in your individual account. Your assets are not commingled with others, and thus you gain advantages that are typical of very wealthy investors - transparency, oversight, and personal tax basis. That's it - a service that marries the best of CAN SLIM® with the best of private banking.
What does the CAN SLIM® acronym stand for? Find out details and methodologies in the guided presentations below.
|View the self-guided walk through of the
CAN SLIM® strategy
|1 Year||3 Year||5 Year||10 Year|
|1 Year||3 Year||5 Year||10 Year|
Past or current results do not guarantee future performance. All investments involve risk, including loss of principal. Further, the principal value of an investment will fluctuate; thus investor’s equity when liquidated may be worth more or less than its original cost. This document provides only impersonal advice and statistical data and is not intended to meet objectives or suitability requirements of any specific account.
The CAN SLIM® Investment Program is a long-term growth portfolio that invests in CAN SLIM® stocks as markets are rising and scales to cash as markets weaken. Its objective is capital appreciation. The chart above shows the total return, including reinvestment of all dividends, and net of commissions and maximum applicable investment advisory fees through 2013. Prior to July 1, 2005 the results were generated using back tested results of a hypothetical portfolio managed in accordance with the dictates of the Program. From July 1, 2005 through December 31, 2009 the performance shown is that of a single-account composite account managed according to the dictates of the Program. Since 2010, performance has been prepared based on widely accepted performance standards and represents the net composite time-weighted return for the program. The S&P 500 was used for comparison purposes as it represents a sample of the 500 leading companies in leading industries of the U.S economy. It is generally considered a proxy for the total market.
A fuller description regarding performance calculations will be found at the bottom of the page.
|SAMPLE HOLDINGS AS OF 3/31/15|
|Intel Corporation||INTC||Information Technology|
|Electronic Arts Inc||EA||Information Technology|
|The Gap, Inc||GPS||Consumer Discretionary|
|Biogen Inc||BIIB||Health Care|
The list above is shown for informational purposes only. It can change and is not a recommendation to buy or sell any of these securities or to allocate a portfolio in this manner.
Click the thumbnails below to download pdf versions of informational strategy materials.
|Quarterly Brochure||Quarterly Factsheet||Cash Scaling Factsheet|
|0 - $99,999||1.65%|
|$100,000 - $249,000||1.50%|
|$250,000 - $499,999||1.40%|
|$500,000 - $999,999||1.30%|
|$1,000,000 - $1,999,999||1.20%|
|$2,000,000 and up||1.00%|
Number of Holdings
Tiered, 1.65%-1% based on account size
All brokerage, retirement, and trust accounts welcome
CAN SLIM®, Investor’s Business Daily®, and IBD are registered trademarks owned by Investor’s Business Daily, Inc. and used here by NorthCoast Asset Management with permission. CAN SLIM® Private Clients is not sponsored by Investor’s Business Daily, Inc. or William J. O’Neil. and neither is recommending, advising or otherwise endorsing an investment in the offering.
First, choose your type of account:
Clients also have the ability to custody assets at Charles Schwab. If you would like forms for Charles Schwab, please contact our advisory team to get started.
(make payments to 'Fidelity Investments')
NorthCoast Asset Management
1 Greenwich Office Park
Greenwich, CT 06831
*Make sure to include a copy of a statement from the delivery firm.
*Upon completion of account application and Investment Advisory Agreement, we will provide you with the necessary wiring instructions
*Complete the IAA and return to us with the account application and method of funding
Download the Investment Advisory Agreement (IAA)
The CAN SLIM® Investment Program is a long-term growth portfolio that invests in CAN SLIM® stocks as markets are rising and scales to cash as markets weaken. Its objective is capital appreciation. The chart above shows the total return, including reinvestment of all dividends, and net of commissions and applicable investment advisory fees. Prior to July 1, 2005 the results were generated using back tested results of a hypothetical portfolio managed in accordance with the dictates of the Program. From July 1, 2005 through December 31, 2009 the performance shown is that of a single-account composite account managed according to the dictates of the Program. Since 2010, performance has been prepared based on widely accepted performance standards and represents the net composite time-weighted return for the program. The S&P 500 was used for comparison purposes as it represents a sample of the 500 leading companies in leading industries of the U.S economy. It is generally considered a proxy for the total market.
Past performance is not a guarantee of future profits.
The following disclosures are provided to conform to regulatory requirements regarding the limitations of hypothetical and single account composite performance reporting.
Hypothetical performance results have many inherent limitations. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. In fact there are frequently sharp differences between hypothetical performance results and actual results subsequently achieved by any particular trading program. One of the limitations of hypothetical performance results is that they are generally prepared with the benefit of hindsight. In addition, hypothetical trading does not involve financial risk, and no hypothetical trading record can completely account for the impact of financial risk in actual trading. For example, the ability to withstand losses or to adhere to a particular trading program in spite of trading losses are material points which can also adversely affect actual trading results. There are numerous other factors related to the markets in general or to the implementation of any specific trading program which cannot be fully accounted for in the preparation of hypothetical performance results, all of which can adversely affect actual trading results.
Single account composite performance results reflect the results of actual trading using a single client account managed in accordance with the dictates of the program. Other accounts are excluded to prevent additions, withdrawals and client mandated customizations from biasing the performance results. However actual client accounts are not insulated from these factors. Therefore actual client accounts may have experienced investment results during the corresponding time periods that were materially different from those portrayed in the model. Account statements for the single account for the period are available for inspection at our offices upon request.