Above Average Performance Demands an Uncommon Approach
A core element of our philosophy is to maintain a reasonably concentrated portfolio in stocks poised to beat the averages. If you want average investment performance, you should look like the averages. If you don't want average investment performance, then you can't look like the averages.
Maintaining a concentrated portfolio demands a higher degree of risk aversion. Key to our investment financial planning strategy then is to buy only those stocks where a trend can objectively be measured and where objective criteria signals a change in trend direction. With these elements in place, managing a portfolio that outperforms the indices can be relatively effortless as decisions become automatic. This financial planning philosophy has allowed us to outperform the averages since inception.
Our financial planning stock investment strategies are based on surprisingly simple yet effective no-nonsense logic that is uncommon in this industry. For our long term strategy we:
- Look for a trend in its early stages;
- buy at support;
- we exit when the trend breaks.
Where to Enter
Does it always seem like the stock always goes down once you buy? Sometimes it feels as if someone sees you coming and they drop the price just as you buy. Of course this is not true, but this is why it is important to know that when you enter, you enter at support. This will help keep the price from moving against you once you buy.

Where to Exit
It can be very frustrating trying to determine where to take profit on a stock you have invested in. Striking a balance between limiting risk exposure after you have built a good profit and allowing the stock room for volatility in hope that it will continue to grow. Since we buy only trends that can be objectively measured, it can be objectively known when the trend has failed.
We continue to track the progress of our long term stock recommendations and we let members know via e-mail when the trend has been breached.
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In this way subscribers are able to benefit from a strong trend and move on to their next stock with profit in tact once the trend changes.
What to do if Something Goes Wrong
The best laid plans of mice and men oft go awry. What was true for the poet Robert Burns is true for buying stocks as well. Not every stock you buy will succeed. The good news is that the failures are unimportant if you follow a simple rule: When your stock fails you must lose less than you earn when your stock succeeds. When something goes wrong you will know it because you will buy your stocks at support. Our reports show you how to risk no more than 5%-6% if support breaks.
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