We Aim To Help All Types of Individual Long Term Stock/ETF Investors
Our Services are geared to help both aspiring and seasoned investors who are trying to get that investing edge which eludes them now.
Our Top Notch Monthly InvesTrak - E-Newsletter will help you succeed in building wealth using ETFS and Stocks over the long term.
All the more, we offer our services at a very reasonable, competitive cost which is hard to beat by anyone.
To be more specific, we believe these three types of Stock/ETF investors will gain maximum advantage with a subscription to our InvesTrak E-Newsletter and implement the strategies tracked in the newsletter.
1) Long Term Passive Investors
||These are the types of investors who are either just starting out or looking to take a long term view of investing. They do not have much time at their disposal and cannot participate in the markets actively.
||Long Term Passive Investors typically adopt a broad asset allocation strategy diversifying their investments in different asset classes and also take a global perspective.
|How We Help?
||To get started as a Long Term Passive Investor, visit our Strategies page and learn more about this strategy MCAPETF-PASSIVE-STRATEGIC which is being
tracked by our ETF Model Portfolios.
To implement this strategy, Start a subscription to our InvesTrak E-Newsletter and review our model portfolio asset allocation to
determine suitability and implementation for your own portfolio based on your individual risk preferences.
2) Long Term Active Stock Investors
||These are the types of investors who actively invest in stocks and take a long term view. They typically invest in quality stocks, and also willing to take moderate risks and expect a solid return on investment.
||Long Term Active Stock Investors perform both fundamental and technical research to select their stocks from ideas gleaned from different sources. Some investors use technical analysis for planning their entry/exit.
||How We Help?
||To get started as a Long Term Active Investor, visit our Strategies page and learn more about this strategy MCAPEQUITY-ACTIVE-STRATEGIC.
To implement this strategy, Start a subscription to our InvesTrak E-Newsletter and explore the Monthly Stock Ideas
section of the newsletter.
In an analysis we performed in September 2020, we found the stock ideas we feature every month outperformed for both short term and long term investors. You can read more about it here.
3) Income Investors
||Income Investors seek to tap into their portfolios for extra income to supplement their other sources of income. They are typically long term in their perspective but also flexible to adjust their portfolios if
the income goals are not being met by their allocations.
||Income Investors look for quality stocks with respectable dividend yield. They may also look for ETFs with a good dividend yield if other risk characteristics are met. A portion of their allocation could also be in
bonds which generate interest income.
|How We Help?
||To get started, visit our Strategies page and track the strategy named: MCAPEQUITY-GROWTHINCOME-TACTICAL. This strategy tracks 6 quality stocks every month
which are positioned mainly for income and moderate growth. These stocks show excellent balance sheet strength and have a respectable current dividend yield. If the dividend payments currently being
paid are continued to be paid by these companies then the investors will be able to earn those dividend yields over the course of the year.
To implement this strategy, Start a subscription to our InvesTrak E-Newsletter and review the 6-stock basket for each month
to determine suitability and implementation for your own portfolio based on your individual risk preferences.
To join our growing group of subscribers, please click here!