Archive Category: Infinite Momentum Alert Archive

A big “Thank You!” to everyone who took the time to write me an email over the past few weeks. I’m truly honored to work for you. And you continue to impress me with the wisdom and eagerness I see in your comments and questions. As I mentioned in October, I intend to do a “Member’s Mailbag” issue once a month for this service.

When you are a “discretionary” investor, you are perpetually in “unknown territory.” You don’t have any way to know what comes next. You’re always guessing and speculating.

Congratulations on making it through your first “Refresh Day”! I hope the two “explainer” notes I wrote were helpful in preparing you for last Friday’s actions. Of course, if you still have any lingering questions or issues you’d like my help working through, I’m all ears and happy to assist.

Last Friday I shared a trading primer with you … where I did my best to explain how our strategy’s “Refresh Day” will go, and the choices you’ll be able to make. If you haven’t already, I would read that note before proceeding here. I anticipated receiving follow-up questions since this is a new strategy, and I know just how detail-oriented many of you (rightfully!) are. So after seeing the emails you’ve sent in since last Friday, I decided to write a “Part II” note to you today. In today’s note, I break down the actions you’ll want to take on Refresh Day into four easy steps.

It’s been the most-asked question since we launched Infinite Momentum Alert on September 20… How will the rebalances work? This is naturally a topic I’d already planned to cover. And today, we’re diving in! To be clear, we won’t make any changes to our portfolio today. I just want to explain well in advance what you can expect to see next Friday, October 20, when we refresh the portfolio.