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Serving the "average means" investor since 2011

Subscribe & follow one or more real money portfolios

1. Signature Portfolio

The Signature Portfolio was our first portfolio, added in 2011. This portfolio has no constraints, and may at times be highly concentrated in one or a few holdings. The Signature Portfolio has historically held stocks and cash, but may at times include other assets, such as bond or stock ETFs.

  

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2. American Twenty Portfolio

The American Twenty Portfolio, added in 2018, is limited by two constraints: 1) individual stocks are limited to one-twentieth (or 5%) of the portfolio's market value at time of purchase, and 2) stock purchases are limited to American companies only. The American Twenty Portfolio has historically held stocks and cash, but may at times include other assets, such as bond or stock ETFs.

   

View performance record

  • Joseph manages the portfolios, performing research and analysis so you don't have to.

  • Follow one or both portfolios when you buy and sell with timely transaction alerts.

  • Our portfolios use real money, providing a vested interest in the results.

  • We require no access to your financial information or accounts. You are the only one with access. You are in charge!

Jan W., Accounting Manager,

Cedar Rapids, Iowa

"Your service is perfect for someone who wants to be invested in the stock market but does not have the time or knowledge to research the stocks themselves."

Brad W., VP - Sales,

Marion, Iowa

"I would consider myself to be an amateur at best investor and the guidance provided by Joseph is exactly what I needed to feel confident in where to put my investment dollars."

James Y.,

Engineering Management,

Cedar Rapids, Iowa

"I am very happy to get such good and reliable advice for such a small fee."

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We do not offer to buy or sell securities. We are a publisher, not an investment adviser. Refer to the complete Terms for further details and important disclaimers.

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