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Invest TodayTodd Hagopian
Business Unit Manager - B2B (Former Financial Advisor & Bank Manager)
- Feb 16, 2011
- LinkedIn Profile
- Personal Site
I set up "Valuation Zones", which can consist of P/E, PEG, P/S, or even Price/Book, depending on the sector/situation which I am evaluating. Depending on the industry, I set loose valuation zones at certain levels, running dozens of companies through a set of filters. Companies which qualify under these loose valuation zones, I add them to my watch list. After looking at the broader list, I tighten the valuation zones so that only the stocks that represent a significant discount to fair value emerge. These are the stocks that I invest in.
My investing philosophy is to make every dollar work as hard as possible, every minute of the day, based on the underlying belief is that there is always something available to purchase at a discount. For that reason, I do not try to wait for the perfect moment to buy or sell, but rather frequently evaluates my holdings for opportunities to lock in profits as stocks gain (exiting their "valuation zone"), and reinvest those dollars into stocks within the sector which have fallen into these designated "valuation zones" at any given time.
Frequent rebalancing is key to the strategy. As a stock falls into a P/E valuation zone, it will be
purchased, and as it surges up 15%, emerging from a valuation zone, it
may be sold so that the money can be invested into another stock which
has dipped into a P/E valuation zone. As the second stock surges, and
the first falls back to earth, I will rebalance again.The resulting fund's goal is to allow the given fund to attack specific sectors with a much lower risk profile, while trying to lock in greater gains by frequently re-balancing on based on where these stocks are trading, with respect to these valuation zones.
(HIBEV) Hagopian Institute BioMed Extreme Value | |||
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MODEL INCEPTION (03/05/2011) | AVG. ANNUAL RETURN | S&P TOTAL RETURN | Actions |
9+ YRS (As of: 07/02/2020) | 16.60% | 11.93% | View Fund Stats |
RETURN PERIOD (As Of: 06/30/2020) | AVG. ANNUAL RETURN | S&P TOTAL RETURN | ACHIEVEMENTS |
5 YRS | -3.10% | 10.72% | ![]() |
3 YRS | -4.61% | 10.72% | ![]() |
1 YR | -8.26% | 7.44% | ![]() |
Show Fund Strategy | |||
Click Here to View More Information About This Fund. |
(HIDEV) Hagopian Institute Defense Extreme Value | |||
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MODEL INCEPTION (03/07/2011) | AVG. ANNUAL RETURN | S&P TOTAL RETURN | Actions |
9+ YRS (As of: 07/02/2020) | 12.25% | 12.04% | View Fund Stats |
RETURN PERIOD (As Of: 06/30/2020) | AVG. ANNUAL RETURN | S&P TOTAL RETURN | ACHIEVEMENTS |
5 YRS | 10.87% | 10.72% | ![]() |
3 YRS | 6.74% | 10.72% | ![]() |
1 YR | -15.60% | 7.44% | ![]() |
Show Fund Strategy | |||
Click Here to View More Information About This Fund. |
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HIDEV Beat the 50th percentile of mutual funds over 5 years.
Jun 30, 2020
Clovis, Incyte, And BioMarin Are Todd Hagopian's Top Takeover Candidates
Todd Hagopian outperformed all U.S. equity mutual fund managers for the past 5 years by investing in the right biotech stocks before they became takeover targets. Todd says biotech takeovers will Read More...
JAN 24, 2018 | Forbes Article
Biotech Pullback Makes Bargains Out Of Alexion, Flexion, Clovis, Tesaro, and Incyte
After a very strong year, the biotech sector has suffered an 8% pullback over the past 5 weeks. Todd Hagopian, whose biotech portfolio is up 38% this year, believes that the recent pullback Read More...
NOV 28, 2017 | Forbes Article
Flexion Can Double Now That FDA Has Approved Zilretta
Todd Hagopian told us last October that he thought Flexion Therapeutics (FLXN) could double by mid-2017. On Friday, Flexion's first drug, Zilretta, was approved by the FDA and the stock moved up Read More...
OCT 09, 2017 | Forbes Article
Intercept Pharmaceuticals Lost 37% Last Week; Top Biotech Manager Sells
Intercept Pharmaceuticals lost nearly 37% last week. It was Todd Hagopian's third largest position, yet his biotech fund was up 2.7% on the week. While Todd has an excellent track record for Read More...
SEP 26, 2017 | Forbes Article
Opiant Up Nearly 30% On Favorable Zacks Report
Opiant Pharmaceuticals jumped nearly 30% yesterday on a favorable report from Zacks, making it the forth largest position in Todd Hagopian's Biotech Fund. Here's what Todd thinks of the news. Read More...
SEP 20, 2017 | Forbes Article
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