Jan'19
ERS v Index
ERSLLC
36.43%
SPX
7.90%
+ 461.13%
Nasdaq
9.70%
+ 375.56%


Performance Note

Last December 2018, we informed our clients an adjustment in the portfolio assessment
would begin with the January Portfolio. Thus, January 2019 experienced a truly astounding
performance for our clients with a 36.43% Return for the month of January 2019 beating the
S&P 500 by 461.13%. The leader of our January portfolio, Flotek, FTK, gained 98.40%
while the most lagging position Ehealth, EHTH, gained a respectable 10.00%. There remains
two open positions in our portfolio as the first week of February '19 trading is upon us.


Louis Russo
Director of Trading
ER-LLC
2/1/2019
_____________________________________________________

About Equity Research Services, LLC Private Money Management

ERSLLC OFFERS

traders and investors a unique opportunity
to have their account personally managed by
Lou Russo.
OUR OBJECTIVE

is to provide clients with opportunistic trades
and investments designed to outperform the
market and other conventional investments
while providing consistent profit atmosphere .
OUR METHODOLOGY

incorporates stock and options positions
using a Strategic Trading Model
driven by technical indicators and conditions.


Investment and Trading Strategy

Since inception in 1988, Equity Research Services, LLC. has generated average annualized returns of
26.79% compared to the S&P 500 and NASDAQ Composite returns of 9.23% and 17.4% respectively.
Utilizing specific technically driven conditions and indicators, investment opportunities are executed across
equities throughout the major markets complimented in some cases with covered option positions
providing a portfolio of strategically held positions for growth, safety, flexibility, with risk controlled mechanisms in place.


Why Choose Equity Research Services, LLC

Professionalism - High ethical standards with our clients and industry associates.

Philosophy - The importance of our clients money is paramount.

Experience - Strong experience, market knowledge, and corporate guidance.

Integrity - Honesty in our relations with our clients, partners, and associates.

Commitment - A pledge to deliver sound portfolios for your investment.

Support - Serving Self-Directed Investors for over 30 years.



ERSLLC v. the SPX
Cumulative Growth Comparison


 

Jan'19
ERS v Index
ERSLLC
36.43%
SPX
7.90%
+ 461.13%
Nasdaq
9.70%
+ 375.56%

 

ERSLLC v. the SPX
A thirty-one year comparison
We beat the SP-500 by 290.00%

Year
SPX Annual Change
ERSLLC Annual Return
ERS v. SPX Differential
       
88
12.40%
37.00%
24.60%
89
27.25%
42.50%
15.25%
90
-6.56%
-2.17%
4.39%
91
26.31%
56.56%
30.25%
92
4.46%
19.87%
15.41%
93
7.06%
21.00%
13.94%
94
-1.54%
16.50%
18.04%
95
34.11%
72.67%
38.56%
96
20.26%
32.45%
12.19%
97
31.01%
62.50%
31.49%
98
26.67%
26.67%
0.00%
99
19.53%
19.87%
0.34%
00
-10.14%
9.75%
19.89%
01
-13.04%
12.25%
25.29%
02
-23.37%
3.25%
26.62%
03
26.38%
42.16%
15.78%
04
8.99%
19.87%
10.88%
05
3.00%
11.75%
8.75%
06
13.62%
28.25%
14.63%
07
3.53%
15.50%
11.97%
08
-38.49%
21.67%
60.16%
09
23.45%
37.50%
14.05%
10
12.78%
29.55%
16.77%
11
2.11%
17.87%
15.76%
12
13.41%
34.00%
20.59%
13
29.60%
41.75%
12.15%
14
11.39%
18.69%
7.30%
15
-0.73%
17.21%
17.94%
16
9.54%
17.78%
8.24%
17
19.42%
27.67%
8.25%
18
-6.24%
18.67%
24.91%
286.17%
830.56%
544.39%

CONTACT

lourusso@er-llc.com

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 



 

 

 

 

 

 

 

 

 

 

 

 

 

 

 



Disclaimers

Past performance cannot be relied on as a guide to future performance

None of the information contained in this web site constitutes an offer to buy or sell stock or options.
There is also no guarantee that the ERSLLC investment objective will be achieved. The information on this web site
is for information purposes only. Unless specifically stated otherwise, it does not constitute an offer to purchase or sell
any security or investment product, nor does it constitute professional advice.

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