Frequently Asked Questions

We are the only investment newsletter specifically designed to help individual investors beat the S&P 500 index -- a benchmark that 80% of professional fund managers cannot achieve. And we are the only investment newsletter that guarantees that our model portfolio will outperform the index. For more details, read about our unique investor guarantee.

On the last trading day of each month, you will be sent an email with a link to the updated newsletter. This will enable you to comfortably make changes to your portfolio on the first trading day of each month.

We publish our newsletter electronically to ensure that you receive it on the evening of the last day of trading each month. That gives you time to make adjustments to your portfolio on the first trading day each month. It also reduces our distribution costs, so we can pass those savings on to you. If you want a printed report, you can easily print a copy of the newsletter using the free Adobe Acrobat reader. If you don't have a copy of the Acrobat reader, you an download it for free at: http://get.adobe.com/reader.

If you are following our model portfolio, you should be able to manage your portfolio in just 10 minutes a month. If you are creating your own portfolio from our Market Outperformer 100 list, you should expect to invest a little more time, perhaps an hour a month, to build and maintain your own unique portfolio.

Yes. Many of our subscribers have their brokers execute their Market Outperformer trades directly for them. Just confirm with your broker that he/she will do this for you, then let us know your broker's email address so we can make sure he/she receives the latest newsletter.

All entries in our model portfolio are tracked at prices that should be available to you on the first trading day of each month. When we publish the results for our model portfolio, we average the high and low prices for the day and we record that average price as our trade price. This means that you will most likely get a fill for your buy or sell order very close to (and perhaps better than) what we publish in our model portfolio.

At the anniversary of your annual subscription, if our model portfolio has not outperformed the S&P 500 on a percentage basis over the trailing 24 months, we will automatically renew your subscription for another year at no cost to you. You only need to have held your subscription for 12 months. We will automatically calculate the trailing 24 month return for you.

We are focused on long term performance compared to the S&P 500. It is possible for a fund manager to get lucky and market outperform in a single year, but it is very difficult for a fund manager to consistently beat the average year after year. Over 80% of fund managers do not. So we evaluate ourselves based on a rolling 24 month calendar, and publish these results every month. Even if you have only been a subscriber for just 12 months, we will evaluate our performance based on a full 24 months of history. We feel this strikes a good balance, keeping us focused on your long term performance, and allowing you to reevaluate our performance each year at the end of your annual subscription.

That is entirely up to you. Our model portfolio holds only actively traded funds, so there should only be a small spread between the bid and ask price.

Trailing stops follow a stock price up, but not down. Let's say you buy a stock at $100, and then enter a 10% trailing stop. Initially, your stop will be at $90 ($100 less 10%). If the stock continues to rise in price to $120, the stop follows it, rising to $108 ($120 less 10%). If the stock then falls in value to $110, the stop remains in place at $108. In the worst case scenario, you would exit at $108 with an 8% gain.

Because of the way they function, trailing stops are an excellent tool to keep you in a stock while it is trending up, and protect your profits when the stock starts moving against you. Therefore, we recommend their use for every position in our model portfolio. If your broker does not offer trailing stops, you will have to move your stops yourself. We post the current stop level each month in our newsletter, so you can adjust your stops manually.

A one year subscription to the Market Outperformer (12 editions) is normally $199.

For a limited time, we are offering a promotion for new subscribers at 50% off our regular price, giving you a full 12 month subscription for only $99. To take advantage of the money saving offer, you can subscribe now.

If you are new to the Market Outperformer, the best way to get started is to look at our model portfolio. It lists all of our current holdings along with recommended allocation percentages for each position. Those percentages work for most people. If you have a financial adviser, we recommend you review those allocations with him/her, because we don't know your specific financial situation, or your individual risk tolerance, and cannot offer you personal financial advice. After you have been using the service for a while, you might want to use the Market Outperformer 100 list to create your own personalized investment portfolio, but until then the model portfolio is a good place to start.

No. You will not be making trades every month. Our model portfolio has a very low turnover rate. Our average holding period for the entire portfolio from inception to date is over 230 days. This strategy is designed to minimize the time required for you to manage your portfolio, keep your trading costs low, and increase your tax efficiency. If you would like to get a complete report showing all the trades made in our model portfolio from its inception, just drop us a note using our Contact Us page, or send an email to clientservices@marketoutperformer.com.

We are always happy to hear from other investors. If you have a question about our service that was not addressed on our website, just drop us a note using our Contact Us page, or send an email to clientservices@marketoutperformer.com. We respond to all requests within one business day.