Because we use stocks and ETF’s in the portfolio, we recommend that an investor begin with no less than $50k. This is to help keep the effect of our subscription fee from becoming a significant burden to your portfolio. Each broker has a different cost structure and so you will also need to remember to figure on commissions and spreads when you trade.
We evaluate the portfolios at the end of every calender month and make decisions about what we want to own for the succeeding month at that time. On average, our strategies buy and sell one or two issues each month. But, some months it is more and other months it is none.
No, afraid we can’t. We are a publishing firm and not an advisory firm. However, we know of advisory firms that use our research. If you are interested in more information, drop us a line and we can put you in touch with them.
We suggest you trade as close to the beginning of the month as possible. The further you get into the month the less likely you are to get similar results to our models.