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Rules and Research to Help
Self-Directed Investors Succeed
CUSTOM JAVASCRIPT / HTML
Many investors want to know what stocks & ETFs to buy but they get overwhelmed by the endless number of choices. My rules help you identify stocks that billion dollar fund managers are accumulating in uptrends — so you can invest with more confidence.
Rules and Research to Help
Self-Directed Investors Succeed
Many investors want to know what stocks & ETFs to buy but they get overwhelmed by the endless number of choices. My rules help you identify stocks that billion dollar fund managers are accumulating in uptrends — so you can invest with more confidence.
Buy what billion dollar
fund managers are buying
CUSTOM JAVASCRIPT / HTML
You have BIG financial goals, but...
You have BIG financial goals, but...
You've realized that investing involves more risk than you thought. Enormous market losses will financially
set back you and your family, leading to delayed or disrupted retirement plans.
You need a plan that will not only succeed when the market goes up but also when it comes crashing down...
You have BIG financial goals, but...
You need a plan that will not only succeed when the market goes up, but also when it comes crashing down...
You've realized that investing involves more risk than you thought. Enormous market losses will financially set back you and your family, leading to delayed or disrupted retirement plans.
What members are saying...
What members are saying...
Name: David M.
Location: Connecticut
Problem: Spent so much time reading investing books, listening to podcasts, and staring at charts but still struggled.
Success: Has more confidence making investment decisions.
Name: Bob B.
Location: Italy
Problem: Wanted to be a long term macro investor but the last few years have shaken me.
Success: Made better timing decisions.
Name: Mike O.
Location: Pennsylvania
Problem: Looked for new ways to learn as an investor.
Success: Learned hedging strategies to go along with identifying stocks that billion dollar fund managers are buying.
Name: Rob A .
Location: Washington
Problem: Felt lost with all of the financial noise out there.
Success: Followed a calm rational process to get better results.
Name: Bruce B.
Location: Florida
Problem: Needed a way to self direct my investments and grow my portfolio.
Success: Utilized the research without turning it over to a financial institution.
Name: Kris W .
Location: Washington
Problem: I was buying and holding regardless of the market conditions, which led to some pretty big losses.
Success: Stemmed the bleeding and now apply the Trend Roadmap to identify uptrends and downtrends.
Name: David M.
Location: Connecticut
Problem: Spent so much time reading investing books, listening to podcasts, and staring at charts but still struggled.
Success: Has more confidence making investment decisions.
Name: Bruce B.
Location: Florida
Problem: Needed a way to self direct my investments and grow my portfolio.
Success: Utilized the research without turning it over to a financial institution.
Name: Mike O.
Location: Pennsylvania
Problem: Looked for new ways to learn as an investor.
Success: Learned hedging strategies to go along with identifying stocks that billion dollar fund managers are buying.
Name: Bob B.
Location: Italy
Problem: Wanted to be a long term macro investor but the last few years have shaken me.
Success: Made better timing decisions.
Name: Rob A .
Location: Washington
Problem: Felt lost with all of the financial noise out there.
Success: Followed a calm rational process to get better results.
Name: Kris W.
Location: Washington
Problem: I was buying and holding regardless of the market conditions, which led to some pretty big losses.
Success: Stemmed the bleeding and now apply the Trend Roadmap to identify uptrends and downtrends.
Featured In...
You have BIG financial goals, but...
You've realized that investing involves more risk than you thought. Enormous market losses will financially
set back you and your family, leading to delayed or disrupted retirement plans.
It's time to invest with more clarity.
Follow billion dollar fund manager buys & sells, follow the trend, and follow rules.
It's time to invest with more clarity...
Follow billion dollar fund manager buys & sells, follow the trend, and follow rules.
You've realized that investing involves more risk than you thought. Enormous market losses will financially set back you and your family, leading to delayed or disrupted retirement plans.
Once a week I will deliver Buy, Sell, or Hold analysis of the US Stock, Foreign Stock,
US Bond, & Gold market, plus a weekly bonus investment about to soar.
What to expect from Weekly Market Trends:
Once a month I will deliver one stock that multiple
billion dollar funds are buying so you can profit
& feel confident in the stocks you own.
Invest with Rules can help...
Get an edge in the market
- Billion Dollar Fund Manager Reports: Follow big money in less than 10 minutes per month using the "Billion Dollar Fund Manager Report," a report that uncovers stocks under heavy institutional accumulation.
- Trend Roadmap: Follow the trend of stocks and ETFs in 2 minutes flat using the Trend Roadmap, a signaling process that delivers uptrends, neutral trends, and downtrends based on math.
Billion Dollar Fund Manager Reports identified...
2022
CEG - Constellation Energy Corp
2021
UPST - Upstart Holdings, Inc.
2021
REGN - Regeneron Pharmaceuticals, Inc.
Trend Roadmap results...
2022
US Stock Market - Ticker: SPY
Trend Roadmap Results:
-1.79% investing with rules vs.
-19.51% buy & hold strategy
*The time stamped Inner Circle Membership strategies & performance can be seen below.
2021
US Stock Market - Ticker: SPY
Trend Roadmap Results:
+27.02% investing with rules vs.
+25.32% buy & hold strategy
2020
US Stock Market - Ticker: SPY
+28.04% investing with rules vs.
+15.56% buy & hold strategy
Invest with Rules can help...
Billion Dollar Fund Manager Reports:
Follow big money in less than 10 minutes per month using the "Billion Dollar Fund Manager Report," a report that uncovers stocks under heavy institutional accumulation.
Trend Roadmap:
Follow the trend of stocks and ETFs in 2 minutes flat using the Trend Roadmap, a signaling process that delivers uptrends, neutral trends, and downtrends based on math.
Invest with Rules is different...
(Last Updated 12/30/2022)
Billion Dollar Fund Manager Reports identified...
2022
CEG - Constellation Energy Corp
2021
UPST - Upstart Holdings, Inc.
2020
REGN - Regeneron Pharmaceuticals, Inc.
Trend Roadmap results...
2022
US Stock Market - Ticker: SPY
Trend Roadmap Results
-1.79% investing with rules vs.
-19.51% buy & hold strategy
*The time stamped Inner Circle Membership strategies & performance can be seen below.
2021
US Stock Market - Ticker: SPY
Trend Roadmap Results
+27.02% investing with rules vs.
+25.32% buy & hold strategy
2020
US Stock Market - Ticker: SPY
Trend Roadmap Results
+28.04% investing with rules vs.
+15.56% buy & hold strategy
Invest with Rules is different...
Most traditional money managers will take your money and put it into a buy and hold portfolio.
When the next severe market downturn comes and you’re down -20%, -30%, and in some cases -50%,
you may go from buying and holding to buying and folding.
They will tell you, ‘‘Don’t worry, the market always comes back.”
While that sounds comforting:
It took 4.5 years to come back from the 2007 peak.
It took 17 years to come back in 1965.
It took 26 years to come back in 1929 after the Great Depression.
Can you afford to waste all those years waiting for the market to recover?
You need a plan when financial news says: “The Dow has Fallen the Most Points in History”
Then you can say: “I have rules for that!”
(Last Updated 12/30/2022)
