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of the greatest investor of all time.
If you want to live on the beach like Jimmy Buffett once did,Â
then you've got to learn how to invest better than Warren Buffett does now.
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30-Day Free Trial
- E-Book - Buffett and Beyond
- Instructional Videos
- Daily Market Letters
- Weekly Market Recap Video
- Weekly Stock of the Week Video
- 6-month Archive of Stock of Week
- Â 1600+ Stock Computer Program
Free Student Subscription
- E-Book - Buffett and Beyond
- Instructional Videos
- Daily Market Letters
- Weekly Market Recap Video
- Weekly Stock of the Week Video
- 6-month Archive of Stock of Week
- Â 1600+ Stock Computer Program
Paid Subscription Options
Individual Subscription
- E-Book - Buffett and Beyond
- Instructional Videos
- Daily Market Letters
- Weekly Market Recap Video
- Weekly Stock of the Week Video
- 6-month Archive of Stock of Week
- 1600+ Stock Computer Program
- Dividend & Income Portfolio
- 30 Stock Growth Portfolio
(NOTE: Portfolios are available for NEW individual subscribers only)
Professional Subscription
- E-Book - Buffett and Beyond
- Instructional Videos
- Daily Market Letters
- Weekly Market Recap Video
- Weekly Stock of the Week Video
- 6-month Archive of Stock of Week
- Â 1600+ Stock Computer Program
- Dividend & Income Portfolio
- 30 Stock Growth Portfolio
- 1600+ Stock Computer Program
with ETF Data - ETF Sector Stock Portfolios
- Top Stocks NASDAQ 100 Portfolio
- Weekly ETF Letters
- Timely Alerts to Change Positions
- Timely Alerts to Purchase Insurance
- Put Insurance
- Hedge Timing
- Enhanced Income w/options
Annual Paid Subscription Options
Individual Investors
Invest to Achieve Financial Freedom
- Build investment portfolios that have significantly outperformed the S&P 500 over the last 22 years.
- Diversify your portfolios and purchase insurance for them, so you don’t have to worry about ups and downs in the market.
- Retire early without giving up the comforts you’ve worked hard for.
- Live the financially free life you’ve always dreamed of, living on the beach like Jimmy Buffett once did.
- Leave a legacy of wealth behind for your children when you are investing better than Warren Buffett does now!
PREMIUM-PERFORMING PORTFOLIOS
The Buffett & Beyond Stock Portfolios
You get immediate access to our up to date researched and recommended stock portfolios that were selected using the Buffett & Beyond Clean Surplus Accounting (CSA) approach to calculating Return on Owner's Equity (ROE)
- Growth Portfolio
- Dividend Growth & Income Portfolio
This is a valuable time savings for you. We have already researched and recommended the top-performing stocks for our subscribers, and you can jump in at a pace that matches your objectives.
Yes, It Really Is Possible!
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With your subscription to the Buffett & Beyond Wealth Builder Program,  you’ll learn how to invest successfully to create your financial freedom.
Included with your Individual Subscription:
Stay current with our daily letters and weekly videos every week, including
- Daily Market Letter
- Weekly Market Recap Video with an update on our returns and insurance strategies.
- Stock of the Week Analysis Video (includes archive for the past 6 months)
- Access to a 1,600+ stock database computer program
- Access to the Buffett & Beyond Premium Stock Portfolios**
** Note: Portfolios are NOT included with the 30-day Free Trial
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You have the best stock investment program on earth.
...Co
I cherry pick from your Growth portfolio. Thank you for the 43.38%!!! I got MSFT from your Dividend Growth and Income portfolio. You’re a blessing in my life.
...Sharon
I've enjoyed your Buffett and Beyond service including your weekly comments on both individual equites as well as the overall (markets). The presentation(s) are extremely invaluable. ...Clay
Professional Investors ...
You Can Create Financial Freedom
for Yourself and for Your Clients
Differentiate yourself from others by leveraging our proven investment strategies and track record.
Subscriptions for Professionals...
Everything in the Individual Subscription
PLUS
Access to Premium ETF Portfolios & 1600+ Stock ETF Computer Program & Timely Alerts
DAILY LETTERS & WEEKLY VIDEOS
Buffett & Beyond Daily Letters and Weekly Videos
Stay current with our four daily letters and three weekly videos every week, including
- Daily Market Letter
- Weekly Market Recap Video with an update on our returns and insurance strategies.
- Stock of the Week Analysis Video (includes archive for the past 6 months)
- Weekly ETF Letters (includes archive for the past 6 months)
- Timely alerts when to add or subtract positions in your portfolioÂ
- Timely alerts when to purchase insurance for your portfolio and how to pay for it.
PREMIUM-PERFORMING PORTFOLIOS
The Buffett & Beyond Stock Portfolios
You get immediate access to our up to date researched and recommended stock portfolios that were selected using the Buffett & Beyond Clean Surplus Accounting (CSA) approach to calculating Return on Owner's Equity (ROE)
- Growth Portfolio
- Dividend Growth & Income Portfolio
- ETF Portfolios
This is a valuable time savings for you. We have already researched and recommended the top-performing stocks for our subscribers, and you can jump in at a pace that matches your objectives.
You will receive timely alerts prior to any changes we are considering within our portfolios.
1600+ STOCK DATABASE COMPUTER PROGRAM WITH ETF DATA
The Buffett & Beyond ETF and Individual Stock Database and Computer Program
Each ETF, index or mutual fund contains both good, above-average stocks and also the not so good, below-average growing stocks.
Our premium professional subscription includes access to a full and complete stock selection analysis database computer program that you can use to construct portfolios that outperform almost all ETFs, indices and funds most all of the time.
You will be able to emulate our portfolios (see below), as well as analyze your own choice of stocks using this tool.
Save $260 with an Annual Subscription
Subscribers are saying...
I always did and still do see your system as the best there is in investing land. Thank you for your support and al the things I learned from you. Wishing you and your family optimal health and prosperity.
...CVT
“An excellent approach to developing predictability and a successful portfolio. The results certainly speak for themselves. I just wish I would have known about this method of stock selection 20 years ago because I would have been richer than Buffett himself.
- M.D. CPA, Miami, Florida.
The computer program has been a great help in evaluating and reconsidering certain investments in my portfolio. Thank you for your work and kind consideration. Â
...Tim
I've enjoyed your Buffett and Beyond service including your weekly comments on both individual equites as well as the overall (markets). The presentation(s) are extremely invaluable. ...Clay
NICE TO MEET YOU
I'm Joseph Belmonte
I developed the “Buffett and Beyond” investment method when I was researching and completing my Doctoral Dissertation on Clean Surplus Accounting (CSA) in the late 1990's. Here is what I found ...
Buffett…
I learned that Warren Buffett, the famed chairman of Berkshire Hathaway and legendary investor, used Clean Surplus Accounting (CSA) in his calculations to determine Return on Owners’ Equity (ROE). Rather than using the traditional accounting numbers, Buffett used CSA in order to determine his all important purchase price. However, he did not draw any conclusions between Clean Surplus ROE and future total returns.
…and Beyond
I discovered that that when I selected test portfolios with above-average Clean Surplus ROEs, the test portfolio returns consistently outperformed the S&P 500 average during test periods from 1987 to the present.
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Getting the Message Out to Help Individual Investors and Money Managers
Since completing my doctorate in Business Administration with a specialty in Finance, I have taught investments, corporate finance and advanced managerial finance for many years, both in the state university system and also in private universities throughout the state of Florida. In addition, I have lectured to numerous professional and investment groups across the country, have written many articles and published a book "Buffett and Beyond."
I have developed several nationally sanctioned courses for Investors, Certified Public Accountants, Financial Planners and professional money managers. The courses for CPAs have been approved for continuing education credits in over 38 states.
I developed a user-friendly computer program for professionals and serious investors to use in these courses. One course won acclaim from a national brokerage training school.
My weekly video newsletter is sent to thousands of investors, money managers and academics both nationally and internationally.
What you can expect...
Was in the investment bank and commercial banking sector before for 30 years and saw and learned a lot. The Buffet and Beyond system zeros in on quickly what’s important, which to me has been fun to learn and refreshing.
Thanks for all your help. ...BB
I always did and still do see your system as the best there is in investing land. Thank you for your support and al the things I learned from you. Wishing you and your family optimal health and prosperity.
...CVT
I just wanted to say I'm grateful for all of your work for us little guys and how you made me believe in something when I needed it most. Thank you sir.
...Michael
... about the Investment Method
“An excellent approach to developing predictability and a successful portfolio. The results certainly speak for themselves. I just wish I would have known about this method of stock selection 20 years ago because I would have been richer than Buffett himself.
- M.D. CPA, Miami, Florida.
...about the trainingÂ
I’ve been to every training ever given. This training has raised the bar to a new height and sets a standard that can only be dreamed about by other lecturers.”
- Retired Money Manager,
Delray Beach, Florida
... about the book
Dr. Belmonte’s book will set a new standard for investing. The Clean Surplus method must be used by anyone expecting to consistently beat the averages.
- S.H. CFP, RIA, Ocean Ridge, Florida