Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years  
Home        
Performance of Our Portfolios
Current Articles
Current Recommendations (Subscribers Only)
How It Works
FAQs
Investing 101
About us
Contact Us
Subscribe
 

Subscriber Benefits

Subscribe and grow your family's wealth

Financial Security & Peace of Mind for You and Your Family

Subscribers receive on-line access to fourteen recommended portfolios, each designed for investors with different needs:
  • Six Stock Portfolios:
    1. Primary Stock Portfolio: since 1998, this portfolio of spin-off stocks has averaged 31.9%  per year. The average return of stocks sold in this portfolio is 73.5%. The stocks in this portfolio are usually undiscovered small-to-medium-sized companies, but they are not penny stocks. Our Primary Stock Portfolio has beaten the market 15 out of 16 years.
    2. High-Dividend Blue Chip Stock Portfolio: made up of dividend paying stocks for investors seeking safety, growth and income. This portfolio's return has been 15.35% per year.
    3. Bear Market Stock Portfolio: four recession-resistant industries had an average annual return of 19.2% during the 2000-2003 bear market. This portfolio is comprised of our favorite stocks from these four non-cyclical industries.
    4. Value Stock Portfolio: designed for those seeking undervalued stocks, also known as "value" stocks. The stocks in this portfolio may or may not pay dividends.
    5. High-Yield Value Stock Portfolio: designed for those seeking dividend income from value stocks.
    6. International Stock Portfolio: designed for investors seeking to diversify outside of the United States and to benefit from the higher growth potential of foreign economies.
  • Calendar Of Recent & Pending Spin-Off Stocks
    1. This list is provided for investors who want a starting point to investigate other spin-off opportunities on their own and/or purchase spin-offs before they are added to our Primary Stock Portfolio.
  • Stock Screen For Growth Investors
    1. Cornerstone Growth Stock Screen: this stock screen seeks momentum-driven growth stocks trading at a reasonable price.
  • Four Mutual Fund Portfolios
    1. Highly-Rated No-Load Fund Portfolio: this fund has been constructed for long-term investors seeking maximum diversification along with high returns. This portfolio's return has been 15.0% per year.
    2. One-Stop Shopping Portfolio: some people prefer the simplicity of using only one mutual fund. This "portfolio" is a short list of equity-oriented funds that answers the question, "If you could only buy one stock mutual fund, which would offer the best combination of return and diversification?" This portfolio's return has been 11.0% per year.
    3. Socially Responsible Mutual Fund Portfolio: this portfolio will show you how to buy a mutual fund with excellent returns while only investing in socially responsible companies.
    4. Index Funds & Exchange-Traded Funds (ETFs): designed for investors who want to keep a portion of their portfolio in low-cost index funds and/or ETFs.
  • One Option Portfolio
    1. Option Portfolio:The average option (past and present) in our Option Portfolio has risen 110.9% with the average holding period being a little more than 8 months. LEAPS (Long-Term Equity Anticipation Securities) are occasionally recommended along with options of shorter length. Because options can be very risky, we are extremely selective about the recommendations we add to this portfolio. Therefore the number of options in this portfolio is very low with only a handful being recommended at most. At times, no options meet our criteria for qualification into this portfolio.
  • One Industry Analysis Portfolio
    1. The Industry/Sector Spotlight features industries that show extra promise. The securities in this portfolio could be either mutual funds or stocks. This portfolio's return has been 7.2%per year.
  • One Entry-Level Fund
    1. Beginner Mutual Fund: build a diversified selection of stocks with nothing down and only $50 a month by using this no-load mutual fund.

We are constantly searching for the best rates for money market funds and interest-bearing checking accounts. Our findings: an interest-bearing floating-rate account paying  1.25%  and an interest-bearing checking account paying  3.00% .

And finally, we'll also tell you which discount brokers we recommend. If you are paying more than $5 per trade, you're paying too much. But beware: there are some discount brokers that you should avoid due to poor execution and/or substandard service. With our guidance, subscribers don't have to worry about choosing the wrong one.

 

 





 

(Log-In -- Log-Out)

News About Recommended Stocks, Mutual Funds, & Events on Wall St.
(Complete Article List)

05/24/2017

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

05/24/2017

Trending Value Portfolio Stock Screen: Monthly Update

More>>

05/24/2017

Consumer Staples Stock Screen: Monthly Update

More>>

04/24/2017

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

04/24/2017

Trending Value Portfolio Stock Screen: Monthly Update

More>>

04/24/2017

Consumer Staples Stock Screen: Monthly Update

More>>

03/20/2017

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

03/20/2017

Trending Value Portfolio Stock Screen: Monthly Update

More>>

03/20/2017

Consumer Staples Stock Screen: Monthly Update

More>>

02/21/2017

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

02/21/2017

Trending Value Portfolio Stock Screen: Monthly Update

More>>

02/21/2017

Consumer Staples Stock Screen: Monthly Update

More>>

01/22/2017

One Stock Rating Changed To "Buy"

More>>

01/17/2017

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

01/17/2017

Trending Value Portfolio Stock Screen: Monthly Update

More>>

01/17/2017

Consumer Staples Stock Screen: Monthly Update

More>>

12/19/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

12/19/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

12/19/2016

Consumer Staples Stock Screen: Monthly Update

More>>

11/27/2016

Two Stock Rating Changes Including One "Strong Buy"

More>>

11/14/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

11/14/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

11/14/2016

Consumer Staples Stock Screen: Monthly Update

More>>

10/30/2016

Market's Reaction To Amazon's Quarterly Earnings Report Creates a Buying Opportunity%

More>>

10/04/2016

Four Buy/Sell Signals -- Today's Sales Produce an Average Gain of 239.1%

More>>

10/04/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

10/04/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

10/04/2016

Consumer Staples Stock Screen: Monthly Update

More>>

08/29/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

08/29/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

08/29/2016

Consumer Staples Stock Screen: Monthly Update

More>>

08/07/2016

Three Stock Rating Changes Including One "Strong Buy"

More>>

08/01/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

08/01/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

08/01/2016

Consumer Staples Stock Screen: Monthly Update

More>>

07/05/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

07/05/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

07/05/2016

Consumer Staples Stock Screen: Monthly Update

More>>

06/05/2016

My Forbes Interview Discussing My Price Target For Amazon

More>>

05/31/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

05/31/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

05/31/2016

Consumer Staples Stock Screen: Monthly Update

More>>

05/02/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

05/02/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

05/02/2016

Consumer Staples Stock Screen: Monthly Update

More>>

04/04/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

04/04/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

04/04/2016

Consumer Staples Stock Screen: Monthly Update

More>>

03/13/2016

Rating On One Blue Chip Stock Updated To "Buy"

More>>

03/07/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

03/07/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

03/07/2016

Consumer Staples Stock Screen: Monthly Update

More>>

02/06/2016

Tesla And Nine Other Stocks To Sell

More>>

02/01/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

02/01/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

02/01/2016

NEW >> Consumer Staples Stock Screen: Monthly Update

More>>

01/04/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

01/04/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

01/04/2016

NEW >> Consumer Staples Stock Screen: Monthly Update

More>>

12/27/2015

UPDATED: Change in Service Starting Dec. 31, 2015

More>>

12/07/2015

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

12/07/2015

Trending Value Portfolio Stock Screen: Monthly Update

More>>

12/07/2015

NEW >> Consumer Staples Stock Screen: Monthly Update

More>>

12/06/2015

Fourteen Stock Rating Changes Including Eight "Buys" and "Strong Buys"

More>>

12/04/2015

Cornerstone Growth Stockscreen: Monthly Update

More>>

12/01/2015

Change in Service Starting Dec. 31, 2015

More>>

11/17/2015

NEW >> Consumer Staples Stock Screen: Monthly Update

More>>

11/09/2015

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

11/09/2015

Trending Value Portfolio Stock Screen: Monthly Update

More>>

11/06/2015

Cornerstone Growth Stockscreen: Monthly Update

More>>

10/31/2015

Nine Stock Rating Changes Including Six "Buys"

More>>