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A "Savvy Investor" Update

Jul. 22, 2020 6:05 PM ET
Please Note: Blog posts are not selected, edited or screened by Seeking Alpha editors.

Portfolio Strategy, Long/Short Equity, Dividend Investing, Special Situations

Seeking Alpha Analyst Since 2010

INDEPENDENT Financial Adviser / Professional Investor- with over 35 years of navigating the Stock market's "fear and greed" cycles that challenge the average investor. Investment strategies that combine Theory, Practice, and Experience to produce Portfolios focused on achieving positive returns. Last year I launched my Marketplace Service, "The SAVVY Investor", and it's been well received with positive reviews. I've been part of the SA family since 2013 and correctly called the bull market for over 8+ years now. 

MORE IMPORTANTLY, I recognized the change to the BEAR MARKET trend in February '22. 

Since then investors that followed my NEW ERA investment strategy have been able to survive and profit in this BEAR market. Winning advice that is well documented, helping investors to avoid the pitfalls and traps that wreak havoc on a portfolio with a focus on Income and Capital Preservation.

I manage the capital of only a handful of families and I see it as my number one job to protect their financial security. They don’t pay me to sell them investment products, beat an index, abandon true investing for mindless diversification or follow the Wall Street lemmings down the primrose path. I manage their money exactly as I manage my own so I don’t take any risk at all unless I strongly believe it is worth taking. I invite you to join the family of satisfied members and join the "SAVVY Investor".


  • 2020 has been a challenging year, and if you are looking for assistance look no further.
  • This remains a "Market of Stocks". Selecting the right names separates the "haves" from the "have nots" in the investment world.

I know quite a few readers follow the progress of my market strategy (Fear and Greed Author) through public articles and my occasional blog posts.

Perhaps now more than at any other time in recent memory, no one can seem to agree about this stock market. Many investors have missed the rally off the lows entirely. Those that dismissed the message that this is a Market of Stocks have been left behind.

Many remain confused and frustrated. For the majority of marekt participants, the stock market and Main Street are not aligned. That leaves them wondering if they should be adding money to equity portfolios at these elevated levels. Coronavirus headlines, the upcoming election, Chinese tensions, etc. all weigh on investors' minds. Plenty of analysts are calling for a market correction, some for a complete market meltdown. I share my thoughts in a timely fashion. More importantly, the information is there when YOU need it. 

In addition to my Weekly Market Monitor and the newly formatted DAILY Updates on market activity, this past month members of my service received these special reports.

A Look At The Second Half Of 2020.

What If The Tax Cuts Were Reversed?

Opportunities In Diabetes Technology. (an article that resulted in a quick 20% gain on the stock recommendation) 

This coming week I'll publish my second look at what will be an important catalyst for the stock market. 

The Upcoming Presidential Election - Part Two.

Add in a lively chat room filled with investors with varying degrees of expertise and you have another 'tool" at your disposal. 

I wanted to share some news on my Savvy Investor Marketplace service. An advisory service that shares all of the important stock market analysis within the Savvy member community. The timely, in-depth information simply cannot be displayed in my weekly public articles. I continue to add more research information and views from well-respected services that are crucial to forming a strategy.

As many followers realize, anyone providing data that is truly worthwhile has a cost associated with it. Of course the research firms I now employ charge a fee for their service, and rightfully so. Their information produces positive results. As of now, I currently remain with one of the lowest Marketplace price offerings here on Seeking Alpha.

After much debate and discussion within the Seeking Alpha community, a change in pricing has been decided upon and will take effect Friday, August 14th.

The principal purpose of this change is to preserve the quality and enhance the service to provide the best advice to my members. Advice that has weathered this COVID storm, the BEAR market, by producing positive results. The Monthly membership price point will rise to $45/month. For those who pay for the annual membership upfront ($370 year), the discount amounts to $14 per month.

These changes will NOT apply to current members or those who join BEFORE AUGUST 14th. And once an investor signs up, they are locked into that rate for life. You will NEVER experience a rate hike.

My thanks to all of you that have been following along, commenting in public posts, and providing me feedback.

I believe that the best is yet to come for this unique blend of Savvy Investors. Rise above the "average investor", please consider joining our community.

The Best of Luck


aka FearandGreed trader

Analyst's Disclosure: I am/we are long Every Stock/ETF in mY Savvy Playbook.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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