Portfolios

Who may use the portfolios?
We offer three portfolio options - Model, Aggressive, and Income. Each portfolio is tailored to a unique investor profile and you can choose which portfolio...
Wed, 8 Mar, 2023 at 5:19 PM
How many stocks are in each portfolio?
At any given point in time, there are 10 stocks in each portfolio - that's 30 stocks in total across our three portfolios. Each stock is equally-weighte...
Wed, 8 Mar, 2023 at 5:20 PM
How often are portfolios updated?
The stock picks are released every three months - in February, May, August, and November - around the 19th. For exact dates and times, visit ourĀ Event Calen...
Wed, 8 Mar, 2023 at 5:20 PM
What else should I know about the portfolios?
Our portfolios are designed to eliminate the emotional aspect of investing. The concept is simple: Decide which portfolio fits your needs: For more inform...
Wed, 8 Mar, 2023 at 5:21 PM
When should I purchase the stocks once announced?
The idea is to purchase the stocks the day after they are released each quarter. However, this is an individual decision for every investor to make. Based o...
Wed, 8 Mar, 2023 at 5:22 PM
Where can I find portfolio performance?
We update the portfolio performance shown on our site on a daily basis. Each update includes a time stamp. For performance, visit ourĀ homepage.
Wed, 8 Mar, 2023 at 5:22 PM
Entry: Is the preferred strategy to wait until portfolio stocks settle back into a more favorable risk/reward zone?
You may watch Tom's video response. These are momentum portfolios; generally, the stocks won't test 52-week lows. These stocks are in clear uptr...
Tue, 10 Dec, 2024 at 12:12 PM
What should I do if I miss the portfolio entry date?
From a trading perspective, Tom likes to see pullbacks to the 20-day moving averages as long as the PPO is still sound (watch out for any negative divergenc...
Tue, 21 Jan, 2025 at 3:09 PM