Getting Started
WELCOME TO TURNERTRENDS!
The following information will help you get acclimated to what it means to be a TurnerTrends subscriber. Below, is a brief overview of all of our services and how to use these services.
Your subscription will cover one or all of the following services, depending on which of the services you are subscribed:
- We have 4 portfolios that we actively manage with real money; our money. We do not hold or manage subscriber funds. Mike Turner, our company's founder and president, manages these portfolios.
- 10 Must Follow Rules portfolio:
This portfolio only opens new positions once per month and strictly adheres to the highest standards of our "10 Must Follow Rules for Consistent Profits in the Stock Market". The stocks in this portfolio are the best of the best, based on our ratings for fundamentals, stock technicals, and Industry/Sector technicals. This portfolio holds, at most, 10 positions.
- ETF Total Return portfolio:
This portfolio seeks to capitalize on broad market and/or total exchanges that are represented by an ETF. Each position also must have a given strong recent technical buy signal. This portfolio holds, at most, 10 ETFs only.
- Market Trend portfolio:
This portfolio seeks to capitalize on general market swings, as well as, industry and sector market movements by picking best-of-breed stocks that have a given strong technical and fundamental buy signals. This portfolio holds, at most 20 positions, with a maximum of 10 ETFs and 10 stocks.
- Stock and Option portfolio:
This portfolio's strategy is to combine our trend-based stock selection process with the powerful hedging and income-generating tool of covered calls. This portfolio reduces downside risk by capturing the premiums generated by selling calls against our long positions. This strategy is extremely effective in markets that trade within defined ranges. As you can see from the chart to the right and the table, below, the performance for this portfolio has been excellent. All dividend income is re-invested into the portfolio. This is a great portfolio for investors who want to take advantage of a covered call strategy. This portfolio will generally hold fewer than 10 positions at any one time.
- Our most popular service is the StockMasterPro. In double-blind testing, the StockMasterPro’s ability to pick winning trades over a 3-year testing window, typically generates over 75% in winning trades with an average return across its entire database of over 20% per year. If you are looking for a tool to assist you in finding the right stock at the right time… and even more importantly, when to sell the right stock at the right time… then, the StockMasterPro is the perfect stock tool for you.
The StockMasterPro is extremely powerful, but is exceptionally easy to learn. Most subscribers master the tool within a few minutes. It is that easy to use! It provides both a bottom-up and a top-down analysis of over 6,000 stocks and ETFs.
It is important to understand that the StockMasterPro database of stocks and funds is updated one time per week, over the weekend. This is done to remove the market noise from our tool and to provide a more measured assessment of individual stocks.
Every weekend you will receive our "Weekend Update" in your email in-box. This weekly email provides an overview of the market and our short and long-term investment strategies. It DOES NOT provide you with our planned trades, portfolio holdings, or stop loss settings. You will find all of that information on the website, only.
When you get this email, it is also your notification that the website database has been updated for all the portfolios and the StockMasterPro stock database. This is your notification that you can log onto the TurnerTrends website with your user Id and password to see all of the following:
- Planned trades for the upcoming week for each of the portfolio, including updated stop loss settings. To see this information, you must navigate to the portfolio detail pages and/or download the updated Excel worksheet "Portfolio Tools".
- Updated Ratings, charts, fundamentals, technicals, Expected Moves and Stop Loss recommendations to our entire database of thousands stocks and funds. This update includes updated Buy/Sell signals. To see this information, you must navigate to the StockMasterPro page.
Many subscribers want to achieve the same rates of return that we achieve in the management of our portfolios. To do this, we recommend that you match our trades, trade-for-trade. We do not make trading recommendations to subscribers, but only provide our planned trades before we make those trades to our subscribers, who have the appropriate subscription to receive this information. To match us trade-for-trade, we recommend you follow these steps:
- Determine how much cash you have available to devote to following our portfolios.
- Download the Portfolio Tool for the portfolio you plan to follow. This is an Excel worksheet and can be found on each of the Portfolio Overview pages (Click Here to see the ETF Total Return Portfolio Overview page). Click on the big blue button entitled, "View Portfolio Tool" to see and/or download the Excel worksheet (Click Here to view/download the ETF Total Return Portfolio Tool). Enter the total amount you want to use to follow the portfolio. The worksheet will calculate the total number of shares of each position you would need to own to match us, proportionately, position for position. For detailed help on using the Portfolio Tool, just Click Here.
Note: You do NOT have to invest the same total dollars as in the TurnerTrends portfolio (although if you do not, you will not be matching our return). The Portfolio Tool provides the flexibility for you to enter any amount of investment you desire.
- Review the Planned Trades section. Execute the same types of trades on Monday. If your on-line broker permits it, you can set these trades up while the market is closed for the weekend.
- Review the portfolio Stop Loss settings for each stock in the portfolio. If you desire, you can use the Portfolio Calculation Tool for this activity, too. We highlight each stock where the Stop Loss has changed from the previous week. We strongly suggest that you set your Stop Losses to match ours. The Stop Loss is the primary vehicle we use to exit a stock. Remember, setting these Stop Losses greatly reduces your need to worry about when to get out of a stock.
Following these four simple steps will keep you in sync with our trades. If you invest less than the investment basis in our portfolios, then it is likely your percentage cost of trades will be higher, and as such, you will earn a lower net total return. Likewise, if you invest more than we have in a portfolio, your percentage cost of trades is likely to be lower, and thus, your net total return should be higher than ours. |