Portfolio Solutions
Each month Portfolio Solutions members receive:
Get 24/7 Real-Time Access to the Model Portfolio (20-30 stocks and ETFs) Receive instant BUY and SELL alerts directly in your email inbox every time we make a change to the portfolio Get monthly portfolio briefingsDownside risk protection using our proprietary algorithims
Top momentum positions using our trend triggers
Portfolio Solutions is an active portfolio of 20-30 stocks and ETFs and occasional options trades. This is a dynamic portfolio service that is updated on a monthly basis. The cost of the service is $2999. Your 2024 price would be just $1499 as a VIP. You’d get Top 10 stocks included. General public price is $2999. This is designed for portfolios of at least $25,000. Save $1500 if you order by 12/31/23
For the past 15 years, the Portfolio Solutions Core Portfolio is up 24% per year versus 12% per year for the S&P 500. The worst year was -3.75% in 2022 and the best year was +48.21% in 2010. The portfolio selects between individual stocks and ETFs using asset classes like stocks, bonds, cash, commodities, bitcoin, and many other opportunities.
PRODUCT INFO
The Portfolio Solutions goal is to deliver better returns with less risk. Driven by a quantitative algorithm that uses the fundamental data underlying every company to choose a small selection of the best stocks in the market, this service considers return, risk, and correlations to build an optimal allocation. It holds 15 to 25 stocks and ETFs, using only easy-to-buy and liquid names from U.S. exchanges.
RETURN & REFUND POLICY
30-day money back guarantee.