SUBSCRIPTION PLAN COMPARISON

Free Subscription Options


 

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

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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

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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
  • 1500+ Stock Computer Program

  • 30 Stock Growth Portfolio
  • Dividend Growth & Income Portfolio

(NOTE: Portfolios are available for NEW individual subscribers only)


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Individual + ETF 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
  •  1500+ Stock Computer Program

  • 30 Stock Growth Portfolio
  • Dividend Growth & Income Portfolio

  • ETF Computer Data Program 
  • ETF Sector Stock Portfolios
  • Top Stocks NASDAQ 100 Portfolio
  • Weekly ETF Letters via email
  • Alerts to Change Positions as statistics dictate
  • Index Put Option Insurance Strategy
  • Hedge Timing
  • Enhanced Income w/options

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Sophisticate Investors 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
  •  1500+ Stock Computer Program

  •  30 Stock Growth Portfolio
  • Dividend Growth & Income Portfolio

  • ETF Computer Data Program 
  • ETF Sector Stock Portfolios
  • Top Stocks NASDAQ 100 Portfolio
  • Weekly ETF Letters
  • Alerts to Change Positions as statistics dictate
  • Index Put Option Insurance Strategy
  • Hedge Timing
  • Enhanced Income w/options

  • Dynamic Portfolio adjustments  using Buffett & Beyond Clean Surplus ranking system
  • Review Financial histories
  • Separate company quality from stock valuation
  • Consistency measures using 10-year standard deviation
  • Review Clean Surplus ROE trends
  • ETF Constituent Rankings
  • Explain why one company ranks above another
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