FAQ

Here’s what you’ll receive as an exclusive member:

• Access to my model portfolio: This includes every stock that’s on my “buy now” list. I will typically recommend 12 new stocks every year. The portfolio will tell you what to buy, at what price to buy it and when to sell. If I see a good opportunity to make money … no matter the sector … you will be the first to know.
• Monthly dispatch: This is the best part. Every month, I dive into a specific tipping-point trend tied to a recommendation I think you should take. This usually revolves around a new investment I’m targeting. Each month, you’ll receive an eight-page report with all the details.
• Weekly webinar: You’ll also receive my weekly webinar. With these updates, you’ll never be left in the dark. I’ll reach out to you every Thursday to fill you in on any updates on our current portfolio. I’ll also share my views on any events in the market I think you should be aware of.
• Trade alerts: Any time we need to sell an open position, I will send you an alert via email. I’ll provide explicit instructions on what to buy or sell and for how much. And with today’s technology, it’s easy to make my trades over your phone, computer or tablet. It’s that simple.
• Daily briefings: By joining, you also get a free subscription to our daily e-letter, where you will receive unique, profitable insights not just from me, but my whole team. We’ll advise you day in … and day out.
• A dedicated customer service team: Finally, if you ever have questions about your membership, simply give one of my team members a call at 866-584-4096, Monday through Friday between 8 a.m. and 8 p.m. You can also reach out online through our Contact Us form. And if you have any feedback you’d like to share, drop us a note at StrategicFortunes@dev.prosperityresearch.com.

For help or information, you can fill out a contact form or call 866-584-4096. Our regular business hours are 8 a.m. to 8 p.m. ET, Monday through Friday.

To download a PDF file to your computer, you’ll need Adobe Acrobat Reader. It’s simple to install. Better yet, it’s free. Just click on this Adobe link to download your free Reader. If you have already installed Acrobat Reader but are still unable to access the issue, you may need to download a newer version. Simply click here to get yours updated.

New Adobe Acrobat Reader users: In the download process, jot down the name of the folder where you are saving Acrobat. The software program should automatically install to your computer, once it has finished downloading. If it doesn’t, don’t worry. All you have to do is go to the folder where you saved Acrobat. The file will begin with the letters “ar” and end with “.exe.” Simply double-click on that file and wait a few moments. Your installation process is now complete!

You will only need a basic brokerage account to make our trades.

I got my start in finance right after college. I worked at Salomon Brothers on the infamous mortgage bond trading desk.

I then went on to work with credit derivatives at Citigroup before spending a decade as the head trader at Peahi Capital. At that New York-based hedge fund, my team made a 339% total return in 2008 alone.

During that time, I spent over two decades developing a process for successful trading systems. It’s why I got into the market myself instead of simply reading about it.

In 2017, I came to Banyan Hill to help readers get ahead of the market. Now I’m bringing this unique viewpoint and investment expertise to you through Strategic Fortunes…

In Strategic Fortunes, we typically invest in mid- and large-cap stocks that are poised to grow earnings at an exponential rate. These are companies in the $2 billion to $10 billion range (or more) in a variety of sectors such as technology, finance and retail that have the highest probability of surprising investors.

The majority of our stocks will relate to technologies rapidly changing the world. They won’t be household-name tech companies such as Facebook — those trades are too crowded! However, our companies are essential components in helping tech juggernauts win the future.

What I’m looking for are companies that have an established track record of profitability, but also have an “X-factor.”

Sometimes this could be an auto-parts supplier that manufactures a vital component for autonomous vehicles. Other times, it could be a payment-processing company reinventing the mobile-payments industry, or even an e-commerce play in the fastest-growing country in the world.

Typically, our companies are overlooked by both Main Street and Wall Street alike but are facing a tipping point where revenue is poised to grow exponentially.

By timing that tipping point, we set ourselves up for investment home runs.

The best time to buy, in general, is during the stock market’s regular hours: between 9:30 a.m. and 4 p.m. However, the best period for small investors is often between 11 a.m. and 3 p.m.

That’s because big-money investors tend to put their orders in at the open at 9:30 a.m., and then around the close at 4 p.m. When they crowd into these times, they tend to drive stock prices higher. By waiting until 11 a.m., you’re not competing with them to buy your stock — and often you’ll get lower prices.

The worst time to buy is during afterhours trading. This is between 4 p.m. and 8 p.m., when there are few transactions. Since there are just one or two sellers during this period, they’re going to give you a horrible price, so stay clear of this time.

My rule of thumb is to diversify, diversify, diversify.

Many successful traders never put more than 3% in any given trade. This way, there are better odds of staying in the game. I suggest putting the odds in your favor.

The biggest mistake you can make when executing my trades is picking one of my recommendations and betting everything you have on that ONE company.

I urge you not to “bet the house” on a single stock. That’s an easy way to lose your money in one fell swoop. Instead, you should diversify and own a series of different holdings in your portfolio to limit your exposure to any one company.

That’s why I suggest that you allocate between 7% and 10% of your Strategic Fortunes account to each position.

Let’s say you have $10,000 in your Strategic Fortunes account … If you use our approach, you should spend between $700 and $1,000 per stock. The size of our portfolio will change with the market conditions.

One option is to use a basic 25% trailing stop-loss on most of our positions.

For example, if we buy a stock at $10, you can have an immediate 25% stop-loss price of $7.50. If the stock fell to that point, you have the option to sell.

But as the stock rises, our 25% trailing stop will only rise on half of the position. This might sound odd, but this gives us a lot of room to work with.

Let’s say you bought two shares of that $10 stock. If the stock rises to $20, congrats; you have a 100% gain! Now, half of your position will continue to have a baseline stop-loss at $7.50. But the other half will have a stop-loss at $15.

If the stock falls to $15, we will sell half of our position for a 50% gain. You can see how this process allows us to take some of our profits off the table — while still remaining in the game for future gains.

Another way is average true range (ATR). As an analyst, I prefer the 14-day ATR to track our portfolio positions.

This technical indicator better accounts for the stock’s volatility as it is an average move of the past 14-day period. My analyst and I will track the portfolio using ATR.

Don’t worry about the math or tracking your prices. When one of our stops is hit — and it’s time to preserve profits — I will send you an immediate alert.

Absolutely. Most brokerages have what’s called a virtual account. It’s simply a fake account with a set amount of capital you can use to track trades in real time, all without ever risking real capital. It’s a great tool for someone new to this strategy, as it will help you learn how to follow my recommendations without making a costly mistake in your brokerage account. I recommend doing this for a few trades until you’re comfortable.

Then, when you go back to your live account, it should be a breeze to keep up with my recommendations.

I have a set target price I expect the stock to soar toward. So, the more you pay for a stock, the smaller your gain is going to be in the end. That’s why I don’t recommend buying out of our buyzone range.

That means some of you might miss the opportunity if it moves outside of the buyzone. And that’s perfectly fine. We’ll always have more opportunities, or the stock may come back into our buy range.

If you would like to know if you should buy a stock after my initial recommendation, make sure to check the “Action to Take” column in the model portfolio. There, you’ll see whether you should still refer to the buyzone (which means it’s a buy), or if I have moved the position to a hold.