(Work in progress)
Quickly find your next investment. This resource includes major indexes, sector, sub-sector, and international ETFs.
Subscribers have access to the premium section called "Buy, Sell, or Hold." In this section, we'll give our view on whether you should buy, sell, or hold that ETF. You can access the database here.
Every day we look for investment opportunities. We deliver our research to your inbox once a week. We cover stocks, ETFs, and IPOs.
Here's an example: Spotify vs the record labels.
We use our research to take positions in the market. When we take a position, we notify our members via email. We track our performance with two model portfolios. One for stocks and one for ETFs.
Wealthfront, Betterment, and Vanguard offer low-cost index products for your retirement account.
We believe a portion of your money should be set aside to take aggressive risks. That is the purpose of SAM+. To produce research and trading ideas that will maximize your upside and limit your downside.
We focus on two types of trades.
Strategic: Occasionally, we believe we have an insight into a company or theme and are willing to make a five to ten-year investment to see if we are right. We are looking for businesses that have the potential to dominate their category and create a product or service that is not easily replicated.
Tactical: For these trades, we have a specific price target to take profits and a stop to protect our downside. In simple terms, we try to pick stocks that have the highest chance of going up in price, in a one to a three-year time frame.
Subscribers will be alerted when we make a trade via email.
To get a better understanding of how we evaluate an investment's potential, read this article on investing frameworks.
I have never worked for a fund or investment bank. I am self-taught. I was mentored by a trader in Chicago.
I started trading during the 2008/09 financial crisis. I believe my results and analysis will speak for themselves over time.
There are no secrets to this business. To be successful, one must exercise good judgment, common sense, discipline, and patience.
I'm not perfect. I will make mistakes, have drawdowns, and sometimes just be wrong.
But I will be transparent and honest about my results.
An investment professional's goal should be to earn and build trust with their clients, and that is my hope, to build trust with you.
5-20 per year.
Good ideas don't surface on a regular schedule. We must be willing to sit on our hands most of the time.
A year or greater.
That is not a hard rule as we have to adapt to changing market conditions but our goal is to hold as long as it makes sense.
Via email. Detailed write-ups will be posted on the website.
Members can reach me by email.
Yes, however, you can log into your account and turn off that option.
If auto-renew is turned off, you will receive a notice 48 hours before your subscription is set to expire.
If you want to renew for another year, you will have to do it manually.
No, but you can turn off auto-renew anytime by logging into your account.
Building trust with my subscribers.
If you interact with me enough, you should learn that I am not a hustler.
This is your life and your money. Make investment professionals earn your trust. Don't buy into hype or get rich quick schemes. They don't exist!