Liberty Stock Advisory offers a variety of Products
Over a period of two years, THE LIBERTY PORTFOLIO will deploy $100,000 in capital to build a long-term diversified portfolio. You don’t need to have $100,000 to benefit from the service. You can invest proportionally based on your own assets.
Each month, THE LIBERTY PORTFOLIO will parcel out a few thousand dollars into securities on a dollar-cost average strategy. Should the market have a big correction or a crash, I’ll accelerate the schedule and put more money to work more quickly.
I will rebalance the portfolio every six months, or as conditions warrant.
Once we have the portfolio established, I will monitor it every single month, and constantly evaluate if the reasons I purchased each security are still valid. If there’s a change, or if a company is acquired, I’ll replace it.
Goal: To build and maintain a long-term diversified portfolio whose risk-adjusted returns aims to beat a weighted average of benchmarks.
I will set aside a certain percentage of the $100,000 for short-to-medium term trades. These will usually be stocks that I’ve followed for years. I’ve kept track of trading patterns, how they move on news, developments at the company or the sector, or other elements that tell me there’s a profit to be made in the near term.
You’ll receive up to 3 picks each month. Some months may only have one or two, because I will not throw money at the market unless I believe there is a good chance of achieving a fair risk-adjusted return.
This incorporates the basic subscription and swing trades, but sets aside another chunk of the $100,000 for options trades. Each month I’ll suggest 3 option trades that are designed to gross at least $1,000 in cash for your brokerage account.
This is important: the stated goal of THE LIBERTY PORTFOLIO — build a long-term diversified portfolio whose risk-adjusted returns will beat a weighted average of benchmarks – only applies if you subscribe to all three tiers. The strategy of THE LIBERTY PORTFOLIO is holistic. You can’t work it with just one element. That’s the strategy I’ve been using for years.
If you want to just subscribe to one individual tier, you are welcome to do so, of course.
You may ask why the a la carte pricing is so much more expensive than the whole three-tier package. Good question. It’s because I want to encourage you to align your strategy with that of THE LIBERTY PORTFOLIO. That’s where I hope to accomplish the holistic goal.