Dear Reader, My 35-person team has been working overtime for almost a week. We've answered thousands of calls about the latest Portfolio Solutions offer. In fact, after Wednesday night's big event, I sent a message to Porter and the team that the phone lines were blowing up! Every single person on my team was talking to a subscriber. I'd say half our calls have been from readers who are ready to sign up and take advantage of the biggest discount we can offer. They probably saw that we're raising the membership price later this year and want to make sure they're in at the cheapest price. But the other half of callers all seem to have similar questions. So I put together some of the most frequently asked questions from subscribers… And I thought it might be helpful if I answered them in advance for you. And then, when you're ready, you can order online right here or give us a call at (800) 668-7136. "Given the run-up in stocks lately, do you still recommend purchasing the portfolio recommendations, or should we wait for a pullback?"
As Porter, Steve, and Doc told us last Wednesday night, the brand new 2018 model portfolio will all be open "buy" recommendations. They'll only recommend stocks that still have room to grow in 2018 and beyond. You'll receive around 20 buy recommendations at the Capital and Income levels and around 40 in the Total Portfolio. "Since Portfolio Solutions has been up and running for a while, how do you recommend subscribers get in?"
Easy. The 2018 model portfolios (due out this Thursday) are totally new. The Investment Committee is "closing the books" on the 2017 model portfolios and are starting fresh this Thursday. That's why they're offering you such a big discount to encourage you to join now. It's very important to have a clear start date if you expect to earn the same return as the model portfolios. By starting on Thursday, you won't have to worry about whether something is a buy or a hold or whether it's run up. On day one the Investment Committee will recommend exactly what you buy… they'll tell you exactly how much it'll cost, and they'll show you exactly how many shares to buy. So, why do I need this? Why not just buy the S&P 500 index fund?
Look, it's simple. If you want to have the S&P's return, you can. You can go buy an index fund. You don't need to manage your own portfolio. You can go do that. And when you make 21% buying the S&P you've had a great year. That's a fantastic result. But here's the downside – most years won't be anything like what we saw in 2017. If you just buy an index fund you must be prepared for the fact that the S&P 500 will fall by 10, 20, or 50 percent at least once every few years. If you can't take that risk, then use Portfolio Solutions and you should have a much more efficient return. You'll have less risk, less volatility, and over time we're certain that we will continue to beat the market. Because when the market corrects, or bitcoin goes crazy, our conservative approach to investing is going to keep you safe. "I'm currently a Capital Portfolio subscriber, will you consider a credit for that service if I upgrade at the reduced price?"
Yes! Porter has agreed to allow all current Portfolio Solutions readers to credit their past purchase towards the next level of access. But we can only process that order over the phone, so if you're interested please call us Monday through Friday 10:00 AM to 4:00 PM ET at (800) 668-7136 or click here to set up a free appointment with our team and we'll call you. "What will happen to my current subscriptions?"
If you currently subscribe to a publication that's included in Portfolio Solutions, we will upgrade it to lifetime access. Depending on your account history, we may even be able to credit what you paid for that subscription towards the cost of the Total Portfolio, for example. Give us a call at (800) 668-7136 to find out. If you subscribe to something that is not included in your level of Portfolio Solutions, your access will continue uninterrupted. "I have made a bunch of money in the Melt Up and China recommendations... I am having trouble convincing myself that I should sell a good portion of these and put that money into a Portfolio."
Portfolio Solutions is designed to capitalize on both our China thesis and our Melt Up thesis… especially the Capital Portfolio. What the Capital Portfolio will show you, is how to make sure you're not overexposed to any one sector or trend. It'll show you how to set up a more balanced and safer portfolio where you can still make money on these trends and be protected when they reverse. If you follow Dr. Steve Sjuggerud's work, you may see some of your Melt Up and China recommendations in the model portfolio – so you may not need to sell anything at all! To learn more about the Capital Portfolio, click here . "When the market trends are positive, and you want to be aggressive, you are in the Capital Portfolio. When the bear market arrives should one close out the Capital and switch to the Income or Total Portfolio?"
That's how we see it! That's why we think that a subscription to the Total Portfolio makes the most sense. You get access to all three model portfolios at this level and you end up saving the most money long term. Can you share differences between Total Portfolio and The Alliance?
I could write a book on that! There are unique perks to each type of subscription. Both receive lifetime access to nearly everything we publish, but Alliance members also receive a long list of extra perks like an invitation to our annual conference in Las Vegas, Stansberry Venture Technology and Stansberry Venture Value and sneak peeks at new products before they're launched. I'd love to talk you through this question in person if you call me at (800) 668-7136. I hope this clarified a few things for you! If you want to learn more about Portfolio Solutions you can do so right here. Or I'd be happy to answer anything else for you in person at (800) 668-7136. My team and I are here Monday through Friday 10:00 AM to 5:00 PM ET. You can also set up an appointment to talk to us at a specific time that works best for you. Click here to set up an appointment. Regards, Michael Cottet Director of Member Services, Stanberry Research (800) 668-7136 P.S. Remember, the 2018 model portfolios come out this Thursday. This is your last chance to get in at these low prices. Portfolio Solutions will be much more expensive by this time next year. Click here to sign up now. |