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 the December reminder list, please fill out the Contact Us page. You can also request a free sample of the information format that subscribers will receive.
2019 Basic DTRS Portfolios (for Personal Use).
Ordering the 2019 Portfolio publications:
-
- May 1 to May 31: $70 USD ($87.50 Canadian)
- Jun 1 to Jun 30: $60 USD ($75.00 Canadian)
- Jul 1 to Jul 31: $50 USD ($62.50 Canadian)
- Aug 1 to Aug 31: $40 USD ($50.00 Canadian)
- Sep 1 to Sep 30: $30 USD ($37.50 Canadian)
- Oct 1 to Oct 31: $20 USD ($25.00 Canadian)
- Nov 1 to Nov 30: $10 USD ($12.50 Canadian)
Notes:
- 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.
- Make checks payable to EG Financial, LLC. Include name and email address.
- Mail payments to:
EG Financial, LLC
P.O. Box 398
Williston, VT 05495
USA
Physical Address:
EG Financial, LLC
358 Commons Road
Williston, VT 05495
Timing:
- 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.
Limitations:
- 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.