Complete Package of 7 Basic DTRS Portfolios:
- DTRS P-1.4 Portfolio (1-2 Stocks).
- DTRS P-2.2 Portfolio (1-3 Stocks).
- DTRS P-3.4 Portfolio (1-5 Stocks).
- DTRS P-5.7 Portfolio (2-8 Stocks).
- DTRS P-7.3 Portfolio (3-10 Stocks).
- DTRS P-8.3 Portfolio (4-10 Stocks).
- DTRS P-9.4 Portfolio (6-10 Stocks).
If you want to be on our reminder list, please send requests to DTRS.Portfolios@gmail.com or fill out the Contact Us page.
2019 Basic DTRS Portfolios (for Personal Use only).
Ordering the 2020 Portfolio publications:
- Each new subscriber will receive the 2020 Model Portfolios for FREE
- All 7 DTRS Portfolios will be emailed after payment processing (typically 5 business days).
- No refunds after the portfolio data has been emailed.
- All 7 DTRS Portfolio holdings are updated after 12/31 of each year.
- No applicable sales tax is being charged in the pricing listed.
- Weekly or monthly performance updates will be posted on public website for all 7 DTRS Portfolios.
- Mid-year investors may want to check monthly performance charts for entry timing.
- In an effort to reduce holding sensitive customer data, all we ask for is your name & email address.
- When payment is applicable, make checks payable to EG Financial, LLC. Include name and email address.
- Send requests to:
- The BASIC model portfolios were developed for full calendar-year investment similar to the Dogs-of-the-Dow methodology.
- BASIC portfolio investing:
- Early in the year (after the BASIC model portfolios are updated and before the market rises significantly).
- Market downturns (when the BASIC portfolio stock prices are at a discount).
- Dollar-Cost Averaging using the BASIC portfolios.
- These model portfolios are intended as part of a longer-term investment strategy.
- The presented performance data represents full-year investment in the BASIC portfolios.
- Broad market movements will affect portfolio performance. When investing for the short-term, consider your overall equity weighting accordingly.
- EG Financial, LLC does not provide individualized investment advice.