Eight Plus
Eight Plus
Accelerating Growth
At Eight Plus, we specialize in delivering investment strategies that consistently beat the S&P 500 over medium and long-term horizons. By blending time-tested fundamentals with proprietary market signals, we identify securities that drive superior growth. Our approach is tailored for investors who seek a passive yet powerful path to long-term capital appreciation.
Power of a Little Extra
At Eight Plus, we stay closely aligned with the S&P 500 while capitalizing on time-tested market nuances. This approach helps mitigate capital depreciation and enhances upside potential, focusing on a slow and steady path to growth. Compound interest, often referred to as the 8th wonder of the world, plays a crucial role in this strategy. By persistently adding a few percentage points per period, we amplify the power of compounding, making it an invaluable tool for long-term wealth creation.
Rebound Fund
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Fundamentals
Diversification, compound growth, and buy-and-hold are three fundamentals that are keystones to a strong portfolio. Our fund strategy uses these very components.
Enhancement
Index-based ETF are a must have but with a slight tweak we can enhance the performance with what we call smart volatility. Smart volatility is well-timed volatility. When risk is off we embrace volatility and when risk is on we steer away.
Rebound Fund Pillars
Leveraging
Derivatives are powerful financial instruments, but they are also complex and difficult for even experienced investors. Our clients will gain access to the advantages of derivatives without the hassle of having to manage them. Making it accessible for even the most novice of investors.
All-In
Holding cash can prove costly as time in the market is more valuable than timing the market. Our strategy allows our clients to be fully invested at all times allowing the fund to capture long term bull markets.
83%
83% of large-cap funds underperformed the S&P 500® over the last 10 years.
113%
Over the previous ten years (ending June 30, 2024) the Eight Plus strategy has outperformed the S&P 500® by 113%. That is, the accumulated value of our strategy is 2.13x what S&P 500® has returned.
85%
The Eight Plus strategy has generated returns greater than S&P 500® returns 85% of the time on a ten-year rolling return since 1969.
Backtesting
Backtesting the model shows it outperforms across various market regimes and is robust enough to outperform the S&P 500® 85% of the time. In fact, the larger the window of testing the increased chance of beating the market. That means this is a long-term investment with a high chance of outperforming the best passive investment vehicles available.
Momentum Fund
Momentum Strategy
This sophisticated strategy selects 10 high-potential stocks each year, balancing the inherent risk of single-stock investments through a proprietary momentum formula. Designed to consistently outperform, the strategy has achieved 100% success in beating the S&P 500 over any 5-year period since 1962. With a focus on both growth and risk mitigation, it offers an elegant solution for investors seeking superior long-term returns.
Fundamentals
Diversification, compound growth, and buy-and-hold are three fundamentals that are keystones to a strong portfolio. Our fund strategy uses these very components.
Single Stock Risk
While single stock risk is often best avoided, it's also what has created some of the wealthiest individuals today. Our strategy strikes a balance: rather than focusing on one stock, we maintain a concentrated selection of 10 carefully chosen stocks. This approach captures the upside potential of single stock risk while adding the diversification benefits needed for stability and growth.
Momentum Fund Pillars
Momentum
Some say SP500 is a momentum index....
All-In
Holding cash can prove costly as time in the market is more valuable than timing the market. Our strategy allows our clients to be fully invested at all times allowing the fund to capture long term bull markets.