What You Get With SAM+

Model Portfolios

We help you execute our research through our model portfolios. They are updated every time we take a new position (work in progress). Read more about them here.

Stock & ETF Database

We are working on several databases you can use to fish for trading ideas. Including: Sector & sub-sector ETFs, international ETFs, factor ETFs (value & momentum), and IPOs. (coming soon)

IPO Profiles

We help you stay up-to-date on the latest IPOs. Use our deep dives and charts to see if an IPO is right for you. (coming soon)

Take advantage of this discounted price while we are building out our feature set!

$80

SAM+ | Yearly 

What You Get

  • Model Portfolios

  • Stock & ETF Database

  • IPO Profiles

F.A.Q.

WHY SHOULD I SUBSCRIBE?

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.

HOW ARE YOU QUALIFIED?

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.

HOW MANY IDEAS CAN I EXPECT?

Ten to twenty per year.

Good ideas don't surface on a regular schedule. We must be willing to sit on our hands most of the time.

We want to focus our money on a few good A+ ideas, rather than spread our money across more mediocre ones.

WHAT'S A TYPICAL HOLDING PERIOD?

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.

HOW WILL I RECEIVE THE TRADE ALERTS?

Via email. Detailed write-ups will be posted on the website.

WHAT KIND OF SUPPORT DO YOU OFFER?

Members can reach me by email. 

WILL MY SUBSCRIPTION AUTOMATICALLY RENEW?

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. 

DO YOU OFFER REFUNDS?

Yes, we will give you a refund within 30 days of purchase. No questions asked!

WHAT'S MOST IMPORTANT TO YOU?

Building trust with my subscribers. 

If you interact with me enough, you should learn that I am not a hustler. 

Also,

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!

$80

SAM+ | Yearly 

What You Get

  • Model Portfolios

  • Stock & ETF Database

  • IPO Profiles

Join the newsletter instead

Not ready to make it official? Sign up for our free newsletter. It goes out twice a week and provides analysis, commentary, and curated links for stocks, ETFs, and IPOs.