Equity Membership Facts, Figures, and Fine Print
You're out for a drive in the country and you see a perfectly manicured golf course with all the golfers dressed in nice white clothes and you notice that they are all shooting perfect games. Not just par but even a few points under par. Every shot goes right where they want it to. Could that be golf heaven?
Next someone scoots near those golfers to deliver ice cold drinks and a hors d'oeuvres platter.
You hear a snippet of the weather report on the radio and you realize that it's 95 degrees outside and these golfers aren't even sweating!
You want to know their secret? Read on...
| Click Here To sign up for the InvestorsObserver Monthly Equity Membership |
They're members of that exclusive country club and the best part is that they're Equity Members. If they ever want to leave the club they get to sell their memberships back to the club or to an incoming member whose been stuck on some endless waiting list. They might even make a few bucks off that sale.
Special privileges, exclusive services, lavish hors d'oeuvre.... Sound like a good idea?
That's why we created three levels of InvestorsObserver Equity Membership and for a limited time the initiation cost (including the first month's dues) is only $300 for all available levels and if you cancel your membership you get $250 back.
See the benefits, details, and fine print below…
Initiation Fee: $400 (This Includes first month's dues) $250 of this will be returned to you if you cancel your membership. To get your initiation fee back you must be a member in good standing for over 61 days and complete an Equity Cash Out form. Your membership will be canceled upon receipt of the Cash Out form.
NOTE: You must be a member in good standing for over 61 days to receive a $250 equity cash out or to sell your membership to another potential member who may be on a waiting list.
Monthly Dues: These dues will only be increased if there is a substantial new upgrade to the site or if a majority of the Equity Members vote for a dues increase.
Silver level monthly dues: $300
Gold level monthly dues: $400
Platinum Level monthly dues: $600
Money Back Guarantee: Any time during the first 30 days you can request a full refund of your actual paid initiation fee.
| Click Here To sign up for the InvestorsObserver Monthly Equity Membership |
All Level Equity Member Benefits:
1) Full Access - Full access to Investors Observer Portfolios and other web based services. Even Portfolio Services closed to new subscribers. This would cost over $1,189 a month if you subscribed to them separately.
The Investor's Observer Newsletter
Is it safer to invest in stocks alone or stocks linked to options? How can you squeeze dividend-like income from non-dividend paying tech stocks? Can you insure the value of your portfolio the same way you buy car insurance?
This free issue of The Investor's Observer newsletter details how you can use options to hedge your stock portfolio and make more money. Several charts, graphs and tables along with straight forward examples should help both new and more experienced investors.
The Investor's Cheat Sheet
A handy pocket-sized reference card with essential information for any investor.
7 tables with valuable investment data.
A list of 23 news, research, and investment resource web sites important to all investors.
A convenient place for your brokerage account numbers and broker's phone number.
We've quizzed, interviewed, and interrogated professional investors, traders and money managers to get their common sense rules of thumb. Just one of these may save you thousands of dollars:
12 Rules of thumb for covered call option investors
25 General investing rules of thumb
10 Tricks of the trade
Premium Article
The Essential Six-Point Checklist For Picking Winning Stocks -
You might be thinking about wading back into the market and adding a few stocks to your portfolio. Be sure to see how your favorite stocks measure up to this Six-Point Checklist. Links to convenient free web research resources are included to help you find the essential answer you need fast.
3-Way Managed Risk Portfolio Service
This Portfolio service points out a series of trades every month with the goal of generating a 5% return over a 30 to 90 day period. These investments are set up to manage capital risk, stock price risk, and time risk. The strategy at the core of this portfolio should help you preserve capital, reduce risk, and make index beating returns.
Conservative Covered Call Portfolio Service
Every month the Conservative Covered Call Plus Portfolio service points out a series of covered call trades along with a companion series of hedged trades using the same underlying stocks requiring much less capital. The goal is for each trade to generate at least a 5% return over 60 to 180 days even if the underlying stock drops in price. For the covered call trades usually there is no closing transaction required while the hedged trades may require follow-on trades to maximize returns.
Dividends Plus Portfolio Service
The Dividends Plus Portfolio service points out a series of trades every month that should generate around a 10% to 20% annual return including dividends. The goal is to use hedged trades on dividend paying stocks that protect against a potential drop in the stock of up to 15%. There will usually be from two to five trades a month. Only underlying stocks with reasonably strong technicals will be used and the plan is that at option expiration either the stock will be called away or the option will be "rolled" to month farther out in time to capture more cash for the portfolio and further hedge the position. Since these are covered call trades usually there is no closing transaction required. Using sophisticated computer models we hunt down the trades with the highest return and the lowest risk.
ETF Covered Calls Plus Portfolio Service
The ETF Covered Call Plus Portfolio service points out a series of covered call trades along with a companion series of hedged trades using the same underlying ETF (Exchange Traded Fund) requiring much less capital. The goal is for each trade to generate at least a 5% return over 60 to 180 days (15% to 30% annualized for comparison purposes), even if the underlying ETF drops in price.
MarketSmart 10% Hedged Portfolio Service
The MarketSmart 10% Hedged Portfolio service points out a series of trades every month with the goal of generating a 10% return if the stock rises, stays flat, or even drops by up to 10%, usually three to five very conservative debit spread trades. Since these trades have an initial debit (amount you pay to enter the trade), that debit is the most you can lose on the trade. This is a great way to see the types of trades that can act as substitutes for holding stock. The idea is to take a hedged position in the stock without putting all the money out.
MarketSmart All-Weather Portfolio Service
The MarketSmart All-Weather Portfolio service points out a series of trades every month that should generate around $200 to $1,000 in cash each. There will usually be three sets of two cash-generating credit spread trades that should produce from $1,000 to $4,000 total. One set of trades is designed for an up market, another for a flat market and a final set for a down market. Using your outlook on where the market is headed, you can pick a set of trades consistent with your insights. Since these are credit spreads if the stock does not go against us there is no closing transaction. You get your money up front on the day of the initial trade. This is a great way see the types of trades that can build the cash position in your portfolio.
MarketSmart Perfect Trade Portfolio Service
The MarketSmart Perfect Trade Portfolio service points out a series of trades that have a high probability of making profits. Losses on any investment are always a real possibility but these trades are designed to generate significant cash income while preserving capital and exploiting expected moves in the market. This is a great way see the types of investments that can produce solid returns reduce the overall risk of holding stocks while conserving your investment funds.
Ultra-Conservative Income Portfolio Service
Every month the Ultra-Conservative Income Portfolio service points a new conservative covered call trade on solid underlying stocks. Each initial trade has a target trade duration of 60 to 150 days and target return of up to 10%. This service uses sold options that are in-the-money to provide substantial downside protection. The objective of this service is to generate additional cash income that beats the current annualized Certificate of Deposit return rate by up to four times or more. To achieve this goal, follow-on trades involving the sold call will be executed to generate additional cash.
Daily Option Reports
Every trading day the Investors Observer Options Reports cover up to seven hundred of the most widely-held stocks. Each report compares the potential profits and risks involved when using three different strategies: 1) Buying the stock, 2) Using a covered call, or 3) using a calendar spread to play the stock. Each of these strategies has unique strengths and weaknesses and that's why we use informative charts, tables, and our exclusive "Key" risk ranking to help you decide which strategy makes the most sense for you. The Key risk ranking assigns a one (most risky) to five (least relative risk) risk indicator for each trade as a quick reference for the relative risk each trade.
Special Daily Select 10 Strategies
Every trading day the Special Daily Select 10 Hedged Strategies service points out 10 covered call trades and 10 hedged trades normally requiring much less capital. The goal is for each trade to generate at least a 5% return over 60 to 180 days. For these trades we may even hit this profit goal if the underlying stock drops in price. Using our sophisticated computer models we hunt down the trades with the highest return and the lowest risk. This is a great way see the types of trades that can rely on solid stocks to produce double-digit annual returns while reducing overall risk of holding the stock and conserving your investment funds.
Stock Researcher
Do detailed research on stocks. Enter a stock symbol to find a variety of essential information on that company.
Daily Morning Update
Every trading day before 9:00 AM (Eastern Time), we’ll send a complete update to get you ready for the day in the market. Includes our PriceWatchAlerts.
Five Stocks To Watch Report
Each week, we’ll give you a list of stocks to watch along with why they are on our radar, analyst comments, and trade ideas.
Article Archives
Every week we publish articles with unique strategies, tactics, and example trades. You will have access to our entire archive of articles.
Lee Allen Archive
Our tribute to everyone’s favorite investment humorist. See all of Lee’s latest and greatest insights.
InvestorsObserver e-Conferences
Get invitations to exclusive members-only e-Conferences with our featured analysts, as well as transcripts to our past conferences.
2) Exclusive Equity Member Support - After you subscribe you will receive an email a special phone number and email address to get your questions answered about the InvestorsObserver site, features and you Equity Membership.
3) You Own Your Membership - This is a membership that you own. At some point we will not accept any new memberships (as we have done with some of our portfolios in the past) and your Equity Membership may increase in value. We will help you sell your membership to potential new members on a waiting list. You might just make a profit.
4) Vacation Month - Every year you will get one month off. After your first 12 paid months you tell us which month you want off during the next year and you will not be charged dues for that month. You get 12 months for the price of 11 every year after your first paid year of membership.
5) Periodic Bonuses - From time to time Equity Members may receive other free investment services from our partner web sites. These could be free access to paid websites, books, paper newsletters, or other valuable investment resources.
6) Equity Member Only Events - Periodically we will have Equity Member only seminars, online e-conference and phone conference events. This will be your chance to get your questions answered and learn more about how to investment smarter in a small group environment.
7) Other Benefits - We will add other benefits to this services level in the coming months. Our plan is to listen to our Equity Members and add those services that they request. As a group, we should be able to get much better pricing on various investment resources than an individual might be charged. For example, a real time quote provider may give us better pricing for their service because we represent a large group of investors.
Gold Level Equity Membership Benefits:
Everything shown above plus:
HedgePro Portfolio Service
Every month the HedgePro Portfolio service points out a series of hedged trades that should generate double digit returns. Although Investors Observer updates and maintains this page, the trades are identified, researched, and tracked by a professional hedge fund manager who will remain anonymous so he doesn't upset his investors who pay big bucks for him to manage their money. For the details on how this portfolio came about click here. This includes the HedgePro Extra Shot, Currency, and Oil & Gold portfolios.
Hedged Income Portfolio Review Service
The Hedged Income Portfolio Review identifies potential covered call trades on stocks you own to generate cash income right now to help boost portfolio returns. Along with optimal covered call trades, a risk rating will be shown as an indicator on the risk of losing the stock if the stock price rises above the sold call price.
These two services would cost over $200 a month if you subscribed to them separately. Gold Equity Members save money while they invest smarter.
Platinum Level Equity Membership Benefits:
Everything shown above plus through a special arrangement with Seven Summits Strategic Investments (www.SevenSummitsStrategicInvestments.com) you will receive a quarterly portfolio review. Seven Summits analysts will look for ways to better diversify, limit risk, and increase returns. This is a non-biased independent review since Seven Summits does not earn any commissions or have any investment products to sell you. At your request Seven Summits can work with your financial advisor to assure formulated strategies are communicated properly and consistent with your financial goals as your advisor understands them. Also, there will be weekly telephone conferences with Platinum Level members only to discuss special situations in the market, recent service alerts, and member ideas.
NOTE: Due to the time intensive nature of this service we will limit the number of Platinum Level Members.
If you currently subscribe to any InvestorsObserver service, the remaining portion of your monthly subscription fees will be reimbursed to your credit card account. This is not automatic you must notify us at EMSupport@InvestorsObserver.com
We reserve the right to change or modify our service offerings and prices at any time. If for any reason you are not happy with your Equity Membership you may cancel and request a refund of your last paid monthly dues. To remain an Equity Member in "good standing" your monthly dues must be paid in full by automatic credit card payment on the due date. We reserve the right to add to, amend, and/or change these terms as needed.
At this time the Equity Membership Service does not offer ice cold drinks and hors d'oeuvres delivery. If you really want them come visit us here where we have a lavish table of goodies set up all the time.
| Click Here To sign up for the InvestorsObserver Monthly Equity Membership |