Strategy and Results

Strategy Results


 Our #1 Recommended Plan For Most Investors

  • 371% over 12 years
  • Averaged nearly 14% profits per year
  • High profits and lower market fluctuations

Stock and Bond Picks is the most balanced portfolio available. High, steady returns that, historically, outpaced the market.

Diversified with 70% in stock fund ETFs and 30% in bond fund ETFs, and occasionally, money market funds. Each month there are 7 Stock and Bond Picks consisting of 3 Bond Picks and 4 Stock Picks. On average, there are 1-2 trades per month resulting in an easy, balanced portfolio in just a few minutes a month.

This is the best investment choice for everyone wanting steadier returns on their money.



For Aggressive Investors

  • 522% over 12 years
  • Averaged almost 17% profits per year
  • Highest profits
  • Highest market fluctuations

Highest returns of all our picks. But with highest returns comes highest market swings. Steadier returns are possible with Stock and Bond Picks, but for aggressive investors who want to “go for it all” and turn a blind eye to normal market fluctuations, Stock Picks are for you. Best for investors 10+ years away from retirement.

There are 4 Stock Picks each month that are diversified over a variety of stock fund ETFs, and occasionally, bond funds or money market funds. There are about 1-2 trades per month.



For Conservative Investors

  • 127% over 12 years
  • Averaged about 7% profits per year
  • Steadiest profits
  • Lowest market fluctuations

Bond Picks is the most conservative portfolio available. Steadier returns but with lower profit. Historically, Stock and Bond Picks has provided a higher profit, but for those who have very low tolerance for normal market fluctuations, Bond Picks are for you.

Bond Picks are diversified over a variety of bond fund ETFs, and occasionally, a money market fund. Each month there are 3 Bond Picks. These picks are extra easy, trading only about 4x/year.


* Results shown represent  hypothetical back tested performance of a computerized model and are not an indicator of future results. Data is provided for informational purposes only. The results reflect performance of a strategy not historically offered to investors and do not represent returns that any investor actually attained. No representation is being made that any account will or is likely to achieve profits or losses similar to those shown. Investors should not assume that they will have an investment experience similar to the hypothetical, back tested or simulated performance shown on the website. Performance does not include the effect of transaction costs or subscription fees and does not account for taxes. Backtested results are calculated with the benefit of hindsight by the retroactive application of a computerized model constructed on the basis of historical data. Backtested results do not reflect actual trading or the effect that material economic and market factors may have had on the decision-making process. Backtests are based on certain assumptions including but not limited to assumptions regarding the liquidity of targeted investments. No representation or warranty is made as to the reasonableness of the assumptions made. Changes in these assumptions could have a material impact on the back tested returns presented. This information is provided for informational purposes only. *