We do the math. You do the trades. Diversified Absolute Return made easy.

5|C Beats the S&P 500 +73.0% in 2009



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What is 5 Categories?

5 Categories ("5|C") represents the five groups of financial metrics that are most predictive of future stock returns: Momentum, Growth, Value, Risk and Estimates. 5|C is a new and easy-to-use stock portfolio management tool. Developed by a successful hedge fund manager, 5|C empowers users to invest intelligently and effectively. With 5|C, you will never have questions regarding which stocks you should own, how many shares you should buy, or when to sell them. 5|C delivers research and data-driven investment advice to long-term investors. We are committed to delivering high returns, no matter the market.

How does 5|C Work?

With 5|C, you receive clear and precise monthly buy and sell signals based on the value of your personal portfolio. Our algorithm scans the entire market and compiles a final list of 18 recommended stocks each month. You can then use our free 5|C Trading Tool to calculate the exact number of shares you should purchase or sell that month based on the total dollar value you are investing in 5|C’s stock picks. After you have reviewed each of the picks and their 5|C evaluation, you then make the trades through your own broker.

As a premium member, you will receive the monthly 5|C e-mail alerting you to the availability of new buy/sell recommendations on 5Categories.com. Upon receipt:

  1. Enter the total value of your personal portfolio into the 5 Categories’ Trading Tool, and then,
  2. Click "calculate" to find out exactly what stocks to buy/sell and how many shares you should own.

As our portfolio continues to outperform the market – see performance record below – so will the portfolios of our members. And all it takes is 1 day of trading per month.

New user sign up:
terms of use

Note: A valid e-mail address is necessary to create and validate your account as well as to access the secure site. 5 Categories will not sell, rent, or share your information with any third party

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I've always followed my own specific process when evaluating a particular stock before purchasing but 5|C's methodology completely blows that out of the water--both in its capability to scan the entire market and the scrutiny applied to each metric."
— Ray F., Raleigh, NC
The results just seem too good to be true, but they are that good! I realized that after 5|C recommended I buy ZQK in May and it rose 90+%. The sell signal also came through before it dropped under $2/share in June."
— Mary P., San Francisco, CA
5 Categories Performance Since 2006
Year 5|C Return S&P Return Δ
2006 +20.6% +13.6% +7.0%
2007 +39.0% +3.5% +35.4%
2008 +2.1% -38.5% +40.6%
2009 +96.5% +23.5% +73.0%
February 2010 Outperforming Picks
Stock Buy Price Sale Price Return
CapitalSource Inc Common Stock(CSE) $4.96 $5.73 +15.5%
United States Steel Corporation(X) $47.26 $54.21 +14.7%
Thor Industries, Inc. Common St(THO) $32.45 $34.48 +6.3%
The Blackstone Group L.P. Commo(BX) $13.30 $14.10 +6.0%