Ursa Major Portfolio

In short, the Ursa Major Portfolio is designed to identify and participate on the short side ot the market's intermediate-term trends.

So, if you are looking for a way to hedge a portion of your long portfolio or play the other side of the market, the Ursa Major Portfolio may be for you!

Let's Talk Ursa Major Performance

The Ursa Major Portfolio performed incredibly well during it's first test under fire - I.E. the major "credit crisis" bear market of 2008. Here are the results:

No, that's not a typo. The Ursa Major Portfolio gained +161% during the Credit Crisis! And in all honesty, we do NOT expect this type of dramatic outperformance to continue. The once-in-a-generation destruction that took place in the financial sector made selling the banks and brokers short a bit like shooting fish in a barrell. However, we can pledge to always be on the lookout for the lowest rated companies in the worst performing sectors as well as short-term trades in ETF's that benefit from declines in asset classes such as Gold, Currencies, Oil, etc.

How the Ursa Major Portfolio Works

The approach to our Ursa Major Portfolio is very straightforward.

1. We Do the Research
Every week the computers crunch the numbers and look for our models to tell us when it is time to play the short side of the markets. 

2. We Tell You Exactly What We're Doing
Whenever we decide to make a change in the portfolio, we will send you a TRADE ALERT! via email detailing the move we are about to make in the portfolio.

3. We Publish our Performance
We believe that performance is job # 1. And unlike so many newsletter services out there, we don't hide our performance. Every week we will send a Portfolio Roundup which includes a summary of any changes that we've made as well as the current performance to the portfolio.

To sum up, we do all the legwork, we tell you EXACTLY what we are about to do and why, and then we follow it up with a performance summary every week.

Risk Management Strategies Are Built In!

We implement a disciplined cover/sell strategy because, as the saying goes, "sometimes the best offense is a good defense." You see, we have no tolerance whatsoever for positions that go against us or are no longer weak from a chart standpoint. Thus, whenever one of our holdings moves into an uptrend or an inverse ETF moves into downtrend, or breaks through an important support/resistance zone -- we simply cut the position, no questions asked.

While it may sound simplistic, this "bottom up" or stock-by-stock approach to managing risk causes us to automatically reduce exposure to market risk during difficult markets. And since one of the best ways to make money in the long run is to avoid losing big money in the short run, this approach is an easy way to protect your net worth during tough times.

What You Receive:

Before anyone becomes a member of our service, we feel it is important for them to understand exactly what they will be getting from us. So here's a summary of the reports you will begin receiving once you've signed up for a free-trial:

Real-Time Trade Alerts - We send a real-time ALERT! via email BEFORE every trade we make. These live reports tell members EXACTLY what we are about to do and why we are doing it. And to avoid any conflicts, it is our policy to wait until after we have received the ALERT to actually enter our trades. Each ALERT! includes:


• Company Name
• Ticker Symbol
• Limit Price
• Position Size
• The Reasoning Behind the Trade - We believe it is vital to understand the reason WHY a trade is being made

Weekly Round-Up - Every week we update members on trading activity, current holdings, and performance of our portfolio.

Daily State of the Markets - As a TopStockPortfolios.com member, you'll receive our "Daily State of the Markets" market analysis and commentary each morning BEFORE the opening bell.

All the Reports - In addition, you can choose to receive any or ALL of the following reports: (just click on the reports you'd like to receive in Your Account)

• Breaking News - Up to the minute market news
• Technical Talk - Stay on top of the key technical levels on the charts
• What's Driving Today's Market - The key story of the day
• The Big Picture Report - Stay in tune with major market cycles
• Daily Stock Pick - Our pick of the day
• Daily Focus List - The TopStocks we're watching today
• The 10.0 Report - The REAL "Best of Breed"
• The Risk Manager Report - Understand the Risk/Reward environment
• Market Model Roundup - We quantify the current market
• The Insiders Report - What are the "insiders" buying?
• Daily Upgrade/Downgrade Report - Stay on top of stocks "in play"
• Earnings Scorecard - Who "beat the street" and who "missed?"
• The SOTM 100 - The Ursa Major0 stocks (updated monthly)
•  IRA/401(k) Portfolios - TSP Portfolios for your long-term assets
• Top Stories - Never miss an economic report or top story

Let's Talk Price

The Ursa Major Portfolio is a "pro level" portfolio that can easily replace your brok-er recommendations and those mutual funds in your portfolio. In short, you can be your portfolio manager for just $399 a year, which is less than $34 per month!

So if you are looking for an easy way to learn about "going the other way" in the market, be sure to give this service a try!

Wishing you green screens in your investment endeavors,

David D. Moenning
Founder and Chief Investment Strategist 

The analysis and information in this report and on our website is for informational purposes only. No part of the material presented in this report or on our websites is intended as an investment recommendation or investment advice. Neither the information nor any opinion expressed nor any Portfolio constitutes a solicitation to purchase or sell securities or any investment program. The opinions and forecasts expressed are those of the editors of SOTM.com and may not actually come to pass. The opinions and viewpoints regarding the future of the markets should not be construed as recommendations of any specific security nor specific investment advice. Stocks should always consult an investment professional before making any investment.

Any investment decisions must in all cases be made by the reader or by his or her investment adviser. Do NOT ever purchase any security without doing sufficient research. There is no guarantee that the investment objectives outlined will actually come to pass. All opinions expressed herein are subject to change without notice. Neither the editor, employees, nor any of their affiliates shall have any liability for any loss sustained by anyone who has relied on the information provided.

The analysis provided is based on both technical and fundamental research and is provided “as is” without warranty of any kind, either expressed or implied. Although the information contained is derived from sources which are believed to be reliable, they cannot be guaranteed.

The information contained in our websites and publications is provided by Ridge Publishing Co. Inc. (Ridge). One of the principals of Ridge, Mr. David Moenning, is also President and majority shareholder of Heritage Capital Management, Inc. (HCM) a Chicago-based money management firm. HCM is registered with the U.S. Securities and Exchange Commission as an investment adviser. HCM also serves as a sub-advisor to other investment advisory firms. Ridge is a publisher and has not registered as an investment adviser. Neither HCM nor Ridge is registered as a broker-dealer.

Employees and affiliates of HCM and Ridge may at times have positions in the securities referred to and may make purchases or sales of these securities while publications are in circulation. Editors will indicate whether they or HCM has a position in stocks or other securities mentioned in any publication. The disclosures will be accurate as of the time of publication and may change thereafter without notice.

The performance of the TopStock Ratings are linked monthly price changes of equal weighted hypothetical portfolios consisting of those stocks with the indicated Top Gun Rating assuming monthly rebalancing zero transaction costs. Results do not include dividends and are from the time period 12/31/95 through 6/30/02.

The returns shown for the Ursa Major are a hypothetical implementation of the portfolio strategy based on system testing through 12/15/08 and execution of real-time trade alerts thereafter. Hypothetical returns do not reflect actual trading. Please note that hypothetical test results do not take into account market conditions which could adversely affect management decisions.

Index returns are price only and do not include the reinvestment of dividends. The S&P 500 is a stock market index containing the stocks of 500 large-cap corporations, most of which are US companies. The index is the most notable of the many indices owned and maintained by Standard & Poor's, a division of McGraw-Hill. S&P 500 is used in reference not only to the index but also to the 500 companies that have their common stock included in the index.

All live returns assume reinvestment of dividends. Investments in equities carry an inherent element of risk including the potential for significant loss of principal. Past performance is not an indication of future results.