CREATIVE RISK MANAGEMENT FOR LONG-TERM INVESTORS
HOME OF THE ALPHA POWER INDEX ™


Alpha Investment Management offers investment strategies to conservative investors seeking positive returns year after year. We believe that the long-term investor who consistently experiences positive annual results, based on the robust returns available in the stock market, will build wealth, over time, at a rate far in excess of inflation and taxes.

Alpha's risk management discipline is founded on the fact that the long-term returns of the stock market are not distributed randomly over time. Instead, we have identified an annual cycle which, over time, "skews" returns into certain periods of the calendar year. This cyclicality is often called a "seasonal" effect.

To demonstrate the consistency and power of this cycle, Alpha has created the Alpha Power Index. This index clearly shows that there are calendar-driven time periods, recurring year after year, when the stock market delivers above-average returns with less volatility than the traditional continuous holding period.

As you will see, the Alpha Power IndexTM has outperformed the S&P 500 since the end of 1999 (the beginning of the current long-term bear market) by a wide margin almost every year with no down years.

Best of all, seasonal cycles are a reflection of human nature, which is unchanging. This means that these cycles will persist in the future, just as they have over the past seven decades of stock market history, both in the U.S. and globally.

Alpha Power Investing Newsletter


Back in the Zone

The stock market has entered its annual "dead zone". This five-month period extending from late-May to late-October has historically produced negative returns in both large-cap and small-cap stocks...



Alpha Power Investing
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