Portfolio

Note: If a stock has gone beyond my buy-up-to price, do not buy into that position. Wait for me to issue a new recommendation, or wait for the stock price to come down. Only have 10 to 12 stocks in your portfolio at one time, and don’t put any more than 8.5% to 10% of your money into any one monthly portfolio recommendation. Only put 2% to 3% of your money into my Special Report recommendations. If a position doesn’t have a “Close Price,” it’s still active and we’re still tracking it. Can’t see the portfolio? Try the print preview

Monthly Reports


Special Reports