Risk Score: 2

Fees: 1.50% of invested assets p.a.

Trades per month: 16.00

Subscription Minimum^: $5,000.00

He focuses solely on Chinese and Indian securities traded on US Exchanges believing that these two countries present the best opportunities for significant returns.  He uses a momentum-based approach utilizing technical screens and fundamental analysis.

Risk Score: 4

Fees: 1.50% of invested assets p.a.

Trades per month: 49.73

Subscription Minimum^: $5,000.00

Using multiple technical indicators, surveys the movements in the market and the sectors and stocks that are leading the way. Once interesting sectors or companies are identified takes a discretionary view, based on fundamentals, of likely moves in the opposite direction (i.e. have these been oversold or overbought). Short term model looking to capture profits in short term price swings.

Risk Score: 4

Fees: 1.50% of invested assets p.a.

Trades per month: 57.89

Subscription Minimum^: $5,000.00

Jeff has designed programmatic trading rules which filter all securities trading above $1 per share with average volume of over 300,000 shares over the past 20 day period.  The system then focuses on securities which are trending upward, but have recently experienced a small sell-off.  Finally, the system ranks each stock based on volatility metrics, taking advantage of larger dips and more volatile stocks. He also employs a system which seeks to buy or sell the broad market, typically using ETFs, when it is overbought or oversold.

Risk Score: 2

Fees: 1.50% of invested assets p.a.

Trades per month: 0.00

Subscription Minimum^: $5,000.00

Yale is a growth investor focusing on fundamental analysis including cash ratios, liquidity ratios and margin analysis.  Also will invest in anticipation of mergers, spinoffs and arbitrage opportunities.  He runs YH&C Investments (RIA) and has over 20 years of investment experience.

Risk Score: 2

Fees: 0.75% of invested assets p.a.

Trades per month: 0.00

Subscription Minimum^: $5,000.00

This model is designed to approximate the holdings of a typical Mosaic Financial Partner's client.  Mosaic Financial Partners, Inc. is a financial planning firm serving high net worth individuals and headquartered in San Francisco.  The portfolio is strategically allocated across asset classes.

Risk Score: 2

Fees: 1.50% of invested assets p.a.

Trades per month: 3.50

Subscription Minimum^: $5,000.00

Jack Brown is the founder of Laureola Asset Management Company.  The philosophy of this dividend stock strategy is to outperform the stock market by finding companies that are trading for less than the company is worth, by avoiding companies with weak credit profiles and by focusing on dividend payers.  The portfolio aims to be fully invested in US stocks, but will occassionally hold ADRs or cash.

Risk Score: 4

Fees: 1.50% of invested assets p.a.

Trades per month: 0.00

Subscription Minimum^: $5,000.00

He utilizes a momentum-based approach focusing on investor psychology and technology trends.  He focuses on the float, price action, news and earnings releases in order to select securities.  He has been trading full time since 2001.

Risk Score: 4

Fees: 1.50% of invested assets p.a.

Trades per month: 5.17

Subscription Minimum^: $5,000.00

Believing that we are in an inflationary environment, his primary goal is to preserve the purchasing power of the dollar.  With a market-neutral portfolio, he attempts to minimize the risks of a long-only or short-only strategy.  He uses systematic trading decisions in order to eliminate emotion from the equation.

Risk Score: 2

Fees: 1.50% of invested assets p.a.

Trades per month: 5.00

Subscription Minimum^: $5,000.00

Having lived his entire life in Buenos Aires, Argentina, he offers a unique perspective on South American securities.  He will diversify across countries, asset classes and industries within South America.  He combines a top-down and fundamental approach, and finds many opportunities from studying currency movements.

Risk Score: 5

Fees: 1.50% of invested assets p.a.

Trades per month: 181.64

Subscription Minimum^: $5,000.00

Owns a webcasting business where he hears thousands of CEO management stories each year, as they pitch to financial analysts. Given his access to these pitches he listens for powerful growth stories and takes a view on whether these are credible, and not yet fully valued in by the market. Relatively short term model that buys credible growth stories and waits for the news to be priced in.

Risk Score: 5

Fees: 1.50% of invested assets p.a.

Trades per month: 0.00

Subscription Minimum^: $5,000.00

Daleela is a financial journalist and identifies trends in the marketplace through her position in the financial media.  She primarily trades in small and microcap securities.  She uses a long-short strategy, but will not use margin in the account.

Risk Score: 4

Fees: 1.50% of invested assets p.a.

Trades per month: 0.33

Subscription Minimum^: $5,000.00

He uses a macroeconomic approach coupled with behavioral finance to analyze how the investing community will react to market influencers like The Fed, Wall Street, Trading Syndicates, the Media and Governments. He also implements Jesse Livermore's aggressive methods tempered with John Templeton's deep value and conservatism.

Risk Score: 2

Fees: 1.50% of invested assets p.a.

Trades per month: 1.73

Subscription Minimum^: $5,000.00

Using secondary research takes a value based approach to primarily large cap equities and ADRs. Looks for solid companies and earnings where he does not perceive the full value to have been factored in. A popular stock blogger, and successful optical surgeon he has been investing his own funds for most of his life. Conservative medium term model looking for hidden value in leading equities.

Risk Score: 4

Fees: 1.50% of invested assets p.a.

Trades per month: 6.00

Subscription Minimum^: $5,000.00

He has structured this income-producing portfolio of companies who have bought back their own shares. He is the editor and publisher of The Buyback Letter, which has been ranked #1 in risk adjusted returns by the Hulbert Financial Digest.

Risk Score: 4

Fees: 1.50% of invested assets p.a.

Trades per month: 0.00

Subscription Minimum^: $5,000.00

He has structured this diverse portfolio of companies who have bought back their own shares. He is the editor and publisher of The Buyback Letter, which has been ranked #1 in risk adjusted returns by the Hulbert Financial Digest.

Risk Score: 5

Fees: 2.00% of invested assets p.a.

Trades per month: 43.75

Subscription Minimum^: $30,000.00

This aggressive model utilizes both a heavy fundamental analysis along with a market timing approach.  He combines his core portfolio positions with day trading positions.  He is a CFA and has prior experience with Goldman Sachs, JP Morgan Chase and Deloitte & Touche.

Risk Score: 4

Fees: 1.50% of invested assets p.a.

Trades per month: 33.45

Subscription Minimum^: $5,000.00

Focused on around one hundred and fifty stocks, looks deep into their financial statements and restates what these might look like without any creative accounting. Using his own models of these companies projected growth; he comes up with a price point where they should be in a perfect world and trades around that price. Deep analysis model, looking to capture value from market inefficiency.

Risk Score: 4

Fees: 1.50% of invested assets p.a.

Trades per month: 7.40

Subscription Minimum^: $5,000.00

“Follow the Big Money.” There are always a handful of leadership stocks propelled by big money market makers. Peter follows the CANSLIM system created by William O’Neil to find these stocks; typically companies with hot products and a proven record of high accelerated growth. CANSLIM also relies on technical analysis, based on over 100 years of stock chart research to maximize gains while minimizing risk.

Risk Score: 2

Fees: 1.50% of invested assets p.a.

Trades per month: 1.00

Subscription Minimum^: $5,000.00

He employs a long-term, conservative approach with a 5-year time horizon.  Focusing on fundamentals including ROIC, free cash flow, manageable debt and a history of growth, he looks for a 30% discount to intrinsic value.

Risk Score: 1

Fees: 0.75% of invested assets p.a.

Trades per month: 6.00

Subscription Minimum^: $5,000.00

His model is designed to outperform the S&P 500 with less volatility than the S&P 500. He invests solely in large cap S&P 500 stocks with similar sector weightings to the S&P 500, seeks to minimize turnover and trading costs, and is always fully invested.  He has 20+ years of investment research and portfolio management experience, has an MBA in Finance and is a CFA charterholder.

Risk Score: 2

Fees: 1.50% of invested assets p.a.

Trades per month: 10.33

Subscription Minimum^: $5,000.00

As editor of Global-Investing, the 2nd best performing US Newsletter over the past decade as rated by Hulbert Financial Digest, she offers a high-yielding international portfolio with a target yield of 5%.  She has lived abroad and has a team of international reporters researching prospects for her.

Risk Score: 2

Fees: 1.50% of invested assets p.a.

Trades per month: 0.86

Subscription Minimum^: $5,000.00

Utilizes a deep knowledge of options in order to gauge investor sentiment.  Will often invest when fundamentals are sound but when investor sentiment is negative.  He will also use options to find discrepencies between short-term and long-term sentiment.  He uses a bottom-up approach with an emphasis on long-term growth, relying on competitive moats and stable demand for the product or service. 

Risk Score: 2

Fees: 1.50% of invested assets p.a.

Trades per month: 0.67

Subscription Minimum^: $5,000.00

Paul is a senior partner at Strategic Investment Partners and manages the Firm’s Capital Appreciation ETF portfolio.  This portfolio uses a macro approach for maintaining long positions while using technical analysis to protect against short-term market volatility.  Furthermore, the portfolio uses only ETFs, including sector ETFs.

Risk Score: 4

Fees: 1.50% of invested assets p.a.

Trades per month: 1.18

Subscription Minimum^: $5,000.00

Sectors go through ‘capitalization cycles’ where they are in or out of favor with investors, meaning that relatively large or small amounts of capital are available to them. Companies in sectors no one is interested in benefit from lower competitive pressure, as competitors can’t raise money. As the sectors move back into favor PE ratios in the sector rise. Long term buy and hold model in search of under-capitalized sectors and the best companies within them.

Risk Score: 2

Fees: 1.50% of invested assets p.a.

Trades per month: 16.73

Subscription Minimum^: $5,000.00

Using long refined financial models, screens the market for companies based on their relative stock price movement and valuations over time. From a shortlist of potential investments, looks deep into their financial forecasts to assess their fundamental prospects for earnings growth, looking for hidden value. Long only buy and hold model.

Risk Score: 4

Fees: 1.50% of invested assets p.a.

Trades per month: 2.71

Subscription Minimum^: $5,000.00

Focusing solely in the energy sector, uses a top-down approach to qualitatively narrow down investment options.  Then, applies quantitative analysis to identify specific opportunities.  Focus on fossil fuels, as they represent the overwhelming majority of the sector, but open to alternative energy plays if valuation is attractive.

Risk Score: 2

Fees: 0.75% of invested assets p.a.

Trades per month: 0.00

Subscription Minimum^: $5,000.00

John is president of Prism Capital. He has over 20 years of investment experience, an MBA from Carnegie-Mellon, and is a CFA Charterholder. He uses a fundamental approach, focusing on long-term capital appreciation and risk management. The portfolio is globally diversified, spanning many asset classes.  Prism Capital is an indepent investment advisor located in Columbia, MO. The firm provides investment management and advisory services to institutional clients and individual investors.

Risk Score: 2

Fees: 1.50% of invested assets p.a.

Trades per month: 11.25

Subscription Minimum^: $5,000.00

He has built several mechanical trading systems using technical parameters and statistical metrics.  These systems are designed to predict a security's daily highs and lows.  He has tested thousands of securities over the past 10 years in order to refine these systems.  Highly ranked covestor.com member.

Risk Score: 5

Fees: 1.50% of invested assets p.a.

Trades per month: 5.75

Subscription Minimum^: $5,000.00

He invests solely in commodity and resource companies using a macroeconomic approach to determine which resources/commodities followed by a heavy fundamental and DCF analysis.  He is a CPA and tax executive in the commodity and resource sector.

Risk Score: 2

Fees: 0.75% of invested assets p.a.

Trades per month: 10.17

Subscription Minimum^: $5,000.00

With an emphasis on minimizing volatility, she employs a globally balanced, globally diversified portfolio.  She invests primarily in ETFs in order to reduce costs and properly diversify.  She will never try to time the market, but will sell if the fundamentals no longer warrant holding the asset class.  She is a CFP and has 15 years of experience at both Merrill Lynch and UBS.

Risk Score: 2

Fees: 1.50% of invested assets p.a.

Trades per month: 1.83

Subscription Minimum^: $5,000.00

Focusing on the financial service and real estate sectors, he employs a bottom-up approach, conducting detailed financial statement analysis and valuation techniques.  He invests in companies with stable dividends which are trading at a discount to fair market value.

Risk Score: 2

Fees: 1.50% of invested assets p.a.

Trades per month: 3.00

Subscription Minimum^: $5,000.00

Focusing on long-term growth, he invests in undervalued small and mid-cap companies with underappreciated competitive advantages.  Conducts a bottoms-up analysis, emphasizing predictable owner earnings, a wide margin of safety and high odds of large gains. 

Risk Score: 4

Fees: 1.50% of invested assets p.a.

Trades per month: 11.33

Subscription Minimum^: $5,000.00

He is the portfolio manager and president of Velocity Systems llc., which develops proprietary trading algorithms to identify opportunities. This model will never deviate from the computerized rules. The model is both long and short and will typically have holding periods of 3 to 6 days.

Risk Score: 5

Fees: 1.50% of invested assets p.a.

Trades per month: 25.45

Subscription Minimum^: $5,000.00

Small cap stocks (where low volumes of the stock are available) are susceptible to unusual short term price movements, resulting from media hype or investor exuberance. By screening for tell tale chart patterns, he identifies these price movements that have no fundamental basis, and takes a position into or against them. Short term contrarian model looking for unsubstantiated movement in low cap stocks.

Risk Score: 5

Fees: 2.00% of invested assets p.a.

Trades per month: 25.20

Subscription Minimum^: $50,000.00

Small cap stocks (where low volumes of the stock are available) are susceptible to unusual short term price movements, resulting from media hype or investor exuberance. By screening for tell tale chart patterns, he identifies these price movements that have no fundamental basis, and takes a position into or against them. Short term contrarian model looking for unsubstantiated movement in low cap stocks.

Risk Score: 1

Fees: 0.75% of invested assets p.a.

Trades per month: 5.09

Subscription Minimum^: $5,000.00

Takes a macro view of economic change, that he periodically reviews, buying ETFs as a diversified and cheap mechanism to take advantage. His current view is that with governments printing money interest rates will rise, and that with the continued underlying growth of the middle classes in industrialized nations that the price of basic commodities will also rise. Long term ETF only buy and hold model looking to take advantage of economic trends.

Risk Score: 2

Fees: 1.50% of invested assets p.a.

Trades per month: 6.33

Subscription Minimum^: $5,000.00

He invests in the top venture-backed equities with predictable earnings and long-term growth. He is the author of "The Way of the VC - Top Venture Capitalists On Your Board". He has an M.S. from Stanford and is a J.F.K. Fellow from Harvard. He currently lives in Singapore.

Risk Score: 2

Fees: 1.10% of invested assets p.a.

Trades per month: 9.67

Subscription Minimum^: $5,000.00

He invests in anticipation of good news and new product launches, focusing 30%-40% of the portfolio in the technology sector. He uses both fundamental and technical analysis, holding between 5 and 10 positions. He is enlisted in the US Military as a technician focusing on radios and satellites.

Risk Score: 3

Fees: 1.50% of invested assets p.a.

Trades per month: 0.00

Subscription Minimum^: $5,000.00

He uses a long-term approach, focusing primarily on fundamentals and secondarily on market-timing.  He looks for trigger points to narrow his universe of securities and then reads SEC filings to determine intrinsic value.  He pays close attention to minimizing transaction costs and maximizing tax efficiency.