Our portfolios are designed to eliminate the emotional aspect of investing. The concept is simple:
- Decide which portfolio fits your needs: For more information, members may visit our Portfolios page.
- Spread the risk: Our methodology is to purchase an equally-weighted portfolio - i.e. invest the same dollar value in each stock. For example, if we are investing a total of $100k, $10k is invested in each stock at the beginning of the quarter.
- Buy and hold: Our portfolio performance is based on buying stocks when announced every quarter and holding them for three months - without stops. This is a huge component to eliminating emotion in investing.
Our portfolios are designed as an educational tool for our members. We are not financial advisors and do not offer financial advice. We encourage all of our members to make their own decisions that best fit their unique risk tolerance level and financial situation.