Who do I contact for any further questions?

For help or information, you can fill out a contact form or email us at [email protected]

I’m having trouble accessing the PDF version of my Prosperity Research special reports. Can you help?

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!

How do you decide which companies to invest in?

There are four filters that a company needs to meet before I’ll invest a nickel of my money into its stock.

The four filters that make up my Alpha-4 Approach are:

Alpha Market: Investing in a company riding a mega trend.

Alpha Leadership: Run by a CEO with integrity, experience and a proven track record.

Alpha Money: In a company that has a rock-solid balance sheet

Alpha Price: When the stock price is trading below the underlying worth of the business — that’s a great price.

What kind of investing experience do you have?

I’ve spent more than 40 years in the stock market — and I’ve seen just about everything.

By the age of 20, I was trading on the floor of the New York Futures Exchange. Not long after, I launched my own money management firm — and quickly earned a reputation for delivering real results. I was ranked the No. 1-performing market timer in the entire country based on actual client returns. Barron’s also named me the No. 1 commodity trading advisor.

Over the decades, I’ve invested through every kind of market — the roaring bull of the ’80s, the crash of ’87, the dot-com boom and bust, the housing bubble, the 2008 financial crisis, the COVID bear market, and the recovery that followed.

I’ve managed portfolios for Wall Street banks, hedge funds, business owners, and my own family. Through it all, one thing has never changed: I don’t follow hype. I don’t chase headlines. I focus on buying great businesses — at great prices.

Because that’s how wealth is built on Wall Street… and how you can build it right from Main Street.

What makes you different from other investors?

Most investors see stocks as wiggles on a chart. That’s why many of them lose money. They try to trade the daily noise of the stock market. That is an impossible game to play. I see stocks for what they really are: a fractional ownership of a business.

So I see investors like us as owners of a business — one that has products or services, managers, customers and employees. We want to deeply understand those factors in order to understands the company’s share-price moves.

How much should I buy?

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 that limit your exposure to any one company.

That’s why I suggest that you allocate between 8.5% and 10% of your American Prosperity Report account to each of my monthly recommendations.

Let’s say you have $100,000 in your American Prosperity Report account. If you use our approach, you should spend between $8,500 and $10,000 per stock.

Special Report recommendations are longer-term investments that could last as long as 10 to 15 years. These are what I call “buy them and forget them” stocks. That’s why I suggest putting no more than 3% of your portfolio into any one stock recommendation on the Special Report side.

The size of our portfolio will change with the market condition. Remember, we are always looking for stocks that are sharply undervalued and poised to give us great returns over our holding period. During bull markets, we will see a smaller portfolio as stock valuations are increasingly out of touch with the reality of their business.

How will we know when to exit a position?

When it comes to exiting our positions, I’ll be watching for one of these key changes:

1. Has the stock become absurdly priced in comparison to the company’s underlying worth?
2. Is there a better opportunity in the market that’s come along than what I’m currently holding?
3. Has there been a fundamental change in the company or its strategy that’s reduced its underlying worth?

If the answer is yes to any one of those questions, then I will issue a sell alert.

Will we use trailing stop-losses?

The short answer is no.

I’ve found that stops are based simply on the price movement of a stock alone and that the common 25% sell-stop from the purchase price is just an arbitrary number.

If you’ve done your research and uncovered the true worth of the business, then lower prices are good news! They should have you dancing in the streets, not selling out of your shares.

After all, I don’t know anyone who made their fortune selling low and then buying high.

Let’s say, for example, I’ve done my research on ABC Tech and found that it’s worth $1 million, but right now, according to the share price, it’s selling for $700,000. That’s a pretty good deal. That’s getting $1 for only $0.70.

But what if the shares drop in price on Wall Street and now the company is selling for $500,000? Well, then we have an even better bargain in our sights!

Wouldn’t you rather pay $500,000 for a $1 million company? That’s like getting $1 for only $0.50.

The move that shifted the company’s value from $700,000 to $500,000 is a 28% drop in the share price. A normal trailing stop would have us out of the position. But how could there be more risk in buying a $1 million company for $500,000?

You see, the reason most investors use stop-losses is simple. They haven’t taken the time to figure out the underlying worth of the business they want to invest in.

But getting stopped out of a trade means missing out on an opportunity to add to your position at a lower price — if you’ve done your homework up front and invested in a great company!

The key thing that too many investors forget to keep in mind is that the day-to-day movements in the stock market aren’t always logical. In fact, I call them noise.

A stock can sell off without a key underlying change to the worth of the business. That simply represents a great buying opportunity for us.

After all, we’re looking for the bargains.

What kind of trading account will I need to follow your recommendations?

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

Is there a way to test your strategy without risking money?

If you want to build up your confidence before using this service, you can use a virtual account. It’s simply a fake account with a set amount of capital you can use to track trades in real time, without using real capital. It’s a resource for someone new to my approach, as it will give you the confidence to execute my recommendations.

Which broker should I choose to invest with?

While we are not authorized to recommend a specific broker, information on opening a brokerage account as well as a list of some of the most commonly used brokerage firms can be found on page 38 of our Beginner’s Guide to Investing.

If a stock is above your recommended buy-up-to price, can I still buy it?

The biggest factor in an investment’s return is the price you pay. Even a great business will produce terrible returns if you buy it at a high price. So, no matter how great a business is, we recommend never paying above the buy-up-to price. Stay patient and if the stock falls below the buy-up-to price again, we recommend buying it then. And even if it doesn’t, don’t worry. There will be plenty of new buying opportunities headed your way.