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For the do-it-yourself investor who has the education, time, discipline,
emotional control and patience to setup
and manage a portfolio per our recommendations
The Focused Growth Investor is an outlook on the economy, stock markets, market cycles, market timing, asset
classes, sectors and focused growth strategies. We employ fundamental, technical and value analysis on our equity
recommendations.
Our goal is to be in the market at the right time, select the best sectors and asset class allocation for
the market conditions, than select the best stocks and mutual funds in each growth trend and sector.
The difference between the annual total return of 11.5% for our Diversified Mutual Fund & Sector Portfolio
and the 6.4% annual total return for the T. Rowe Price Equity Index 500 fund would be $74,630 over eight years based on a
starting portfolio of $100,000 in 2003. Is an annual investment of $120 for a subscription to the Focused Growth Investor
newsletter worth making an extra $74,630?
Performance is achieved using strategic asset allocation, strategic sector class allocation, enhanced security selection
and a low cost structure. Fundamental, technical and valuation analysis are all considered before investments are
recommended.
The newsletter is published monthly and sent to clients via e-mail. Stock buy and sell alerts are sent via e-mail for each
stock trade made in an actual cash account.
- Performance
- Performance Consistency
- Risk Management
- Low Cost
- Market Cycle Indicator helps guide you through the bull and bear markets
- All-in-one newsletter with everything you need to save you time and money
- Focused approach to produce higher returns
- Long-term timing model to get you in and out of bull and bear markets
- Easy to read visual layout
- Stock portfolio tells you what, why, and when to buy and sell
- Real-time email stock alerts tell you exactly when to buy and sell and why
- Economic news that can help you make business decisions
- Good summary of what is going on in the stock market and the economy
- Interest rate information to help plan loans
- Add fundamental knowledge to your technical trading to reduce risk
- Help you decide when to make major portfolio changes
- Warn you not to invest when bubbles are most likely to burst
- Help you create a strong stock and mutual fund portfolio
- Improve your knowledge about the economy, markets and companies
- Focused Sector Stock & Mutual Fund Portfolio
- Diversified Mutual Fund & Sector Portfolio
The fee for the Focused Growth Investor newsletter is $120 per year for 12
issues or $200 for two years for 24 issues, paid in advance. Upon cancelation, a prorated
refund will be distributed for the unsent issues of the term. You receive a free subscription
with portfolio management services.
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