Susan Levermann in an interview with TransparentShare
We are proud to present you with an exclusive interview with Susan Levermann – the creator of the groundbreaking Levermann strategy. In our interview, she shares personal insights into the digital evolution of her methodology through TransparentShare's innovative app. Hear directly from Susan why she not only welcomes this modernized application of her strategy, but also sees it as a critical step forward.
Susan's journey to TransparentShare: Looking for an intuitive investment solution
Matthias: How did you become aware of TransparentShare?
Susan: “I Google myself every morning – once before brushing my teeth and once after 😊.”
“I am very happy that solutions like TransparentShare have emerged. Because of course it was clear to me how tedious it is to collect data, that you quickly lose interest in it and that it is therefore only logical to automate it.”
“You caught my eye because you have a beautiful app among those I've seen. Easy to use, transparent and very factual in a positive sense, i.e. not too loud. There are so many bad things on the stock market: '1000% in three days' and you are a very pleasant, trustworthy exception.”
The versatile advantages of TransparentShare: Susan's enthusiasm for simplicity and objectivity
Matthias: What do you like about TransparentShare?
Susan: “I like a lot of things about TransparentShare. For example, I like the fact that you can use it on your computer, tablet and mobile phone. I think that's brilliant! ...and then also the tiles and the filter options... also that you can now sort according to the dividend yield. I use the app myself regularly and don’t know what could be done better.”
“I am extremely grateful! Nobody wants to spend 20 minutes per share on an XLS. But when I wrote the book there was no other way and you are obviously great at developing something like that. The app works great, everything works in no time and is intuitive to use – it’s great that you exist!”
“With tools like these, everyone can be protected from making serious mistakes on the stock market and thereby perhaps be able to benefit from the higher long-term return that stocks have.”
Susan Levermann on optimizing her strategy with TransparentShare
Matthias: TransparentShare has made a few adjustments to your strategy. How are you coping with that?
Susan: “I wrote in the book that I not only invite you to do this, but even strongly advise you to develop your own strategy. Of course, this is more for professionals.”
“You have made changes that I can personally understand.”
“The TransparentShare strategy is a further development of the Levermann strategy.”
Matthias: Were you surprised by various optimizations?
Susan: “As far as I can see, TransparentShare has made optimizations to 4 adjustment screws.”
“You took out the analyst estimates and put in the price-to-book ratio. You do not calculate the performance factor 'price over 6 and 12 months' in absolute terms, but in comparison to the index. And then when using the strategy you have defined other threshold values from which buy and sell recommendations are generated. Yes, I can understand all these changes very well.”
“I would probably remove the analyst estimates these days - but then it is important to find another counterindicator.”
“Taking the price performance in comparison to the index and not as an absolute value - i.e. the 6 and 12 months - didn't surprise me at all. I actually thought about that myself for a while, because for a fund manager the relative comparison is of course important.”
“Then you also included the price-to-book value ratio – a charming factor. In my opinion it has outlived itself a bit over time. But I can understand that it is very popular. ... You're an older semester ... then just take the course book value 😊."
“Generating other recommendations from the threshold values... I'm honestly very grateful to you... It's a very rigid points system... As a result, it can happen that signals are suddenly generated that will change again tomorrow. I am very grateful to you - and also congratulate you - for observing this from practical experience and adapting it... of course it's less fun if I bought today and have to sell again tomorrow."
The dedicated team behind TransparentShare: Susan's praises and hopes
Matthias: What do you think of the TransparentShare team?
Susan: “You are as pleasantly trustworthy, objective and down-to-earth as the app is and I was very excited to hear that you did this on a voluntary basis with eight people... I feel extremely honored by this trust.”
TransparentShare in 3 words
Susan: “Trustworthy, intuitive and full of Susan Levermann.”
“It's so sad - the people who need the money the most are letting it languish in their savings accounts. They are actually the ones who are causing your money to be permanently devalued.”
“I very much hope that apps like yours, with the combination of various strategies – like mine – might help some people gain more security with stocks and then a better life.”
Would you like to learn more about TransparentShare?
About Susan Levermann
Susan Levermann managed two billion euros of investor money for Germany's largest fund company DWS and won, among other things, the prize for the best German equity fund over 1 and 3 years. She also worked for many years in the management of a climate protection NGO, where she founded the world's first climate rating for investment funds. She left her special investment approach to posterity in the stock market bestseller “The Relaxed Path to Wealth”, published in 2010 by Hanser Verlag in Munich.
With this book she is also the first and one of only 6 winners of the German Financial Book Prize. It introduces Susan Levermann's own investment strategy, known as the "Levermann Strategy". The method is based on a systematic evaluation of stocks based on various financial indicators and other factors. She has developed an investment strategy that is intended to ensure that even beginners can invest successfully on the stock market in the long term.
Would you like to learn more about the Levermann strategy?
Then check out these videos and articles: