What we do

We publish newsletters to give you information we think is important in making your personal investment decisions. We offer two levels of service:

1) Newsletter Service: offers you access to top performing funds, top 40 consensus stocks, market comment and more. This service is only $19.50 a month. Click here for more information.

2) Advanced/Professional Service: For experienced investors and investment professionals, includes Newsletter Service plus sector allocations, complete and detailed consensus stock lists, e-mail alerts, style analysis, value & growth stock list much more. This service is only $42.00 per month. Click here for more information.

How we do it

We use published performance data to rank all mutual funds on a monthly cycle. We then publish the list of those funds that outperform "The Market". We track the market by measuring the progress of both the Dow Jones Industrial Index and the broader S&P 500 Index.

Using this data, we identify the funds that are the best performers over an extended period of time. After all, consistancy counts. We use 3 year, 5 year, and 10 year time frames for this measurement. We research the portfolios of these consistant high performing funds and compare them for consensus on stockholdings. We use the latest available data. In this way we identify the top holdings which successful money managers have among their biggest positions.

Why do it?

Given the choice of learning golf from Arnold Palmer and Tiger Woods or the summer help at the discount golf store the serious golfer will choose the pro with the international track record. The other golfers, the ones that aren't interested in winning, will treat their golf game like an outing in the sun. That may be fine for golf, but what about your money?

The serious investor will study the masters of investing. Warren Buffet and Peter Lynch are master investors. They buy good stocks. They hold them until their full potential is realized. Then they sell them. They don’t try and time the market or trade in and out of stocks 40 times a day.

We counsel you to get help from a professional in tailoring an investment program that fully meets all your investing needs.

There should not be any discussion of commissions on trades. Today, with Internet access and discount brokers of all stripes, buying even a few shares of stock does not cost a significant sum. Even full service brokers will offer you a fee-based system that is commission free.

The new paradigm in the world of investment revolves around these truths:

1. Be an investor not a gambler. Know what you are doing and why.

2. Focus on performance. The purpose of investing is to see your portfolio grow over a reasonable period of time.

3. Do not fall in love with your stocks. Have a method you use to trigger when to sell before you buy them and apply your method consistantly.

Your performance should be judged in two ways:

Absolute Performance - is your portfolio growing in value over time?

Rate of Return - Is this rate satisfactory compared to the growth of "the market"


We assert that these are the things you should concern yourself with. Issues involving efficient frontiers and whether a value style or a growth style of investing is best for you should be discussed with a professional investent advisor. We will show you where some of the best money managers commit the largest portions of their funds. Check your current portfolio performance against what the best do. Proceed prudently from there.