Services

Welcome to our services page. Below are outlines of what each service provides. Become a member of the service that best fits your circumstances and goals. Make sure to read our terms of service for important information about your membership.

Get your first year for half price to try us on for size. We’ll earn your renewal with the profits you make with us.

Global Trends ETF

Global Trends ETF

$99 Your 1st Year
Earned Renewal $199/year
  • Designed as an institutional level asset allocation program for investing with ETFs (exchange traded funds).
  • Fundamental research that analyzes the top holdings of the ETF to assess quality.
  • Applies quant driven algorithmic signals to technical analysis for entries and exits.
  • We send out periodic "401k Alerts" for your retirement plan asset allocation.
  • Can be used by growth or retirement growth & income investors.
  • Two model portfolios: Global Trends ETF & Retirement Trends ETF
  • Sustainable Growth Investor

    Sustainable Growth Investing

    $149 Your 1st Year
    Earned Renewal $299/year
  • Designed for investors looking to build, accumulate and protect wealth.
  • Investing at the intersection of the "smart everything world" and the secular Sustainability trend.
  • Global Trends ETF included with 401(k) Alerts for your retirement plan asset allocation.
  • "20 Stock Plug & Play Portfolio Model" that can stand alone or compliment a 401(k) or Global Trends ETF portfolio.
  • Full access to Investor Forum with outside investment research and member interactions.
  • Access to the R.A.R.E. chat room to observe and learn trading if interested.
  • Retirement Income Investor

    Retirement Income Investor

    $149 Your 1st Year
    Earned Renewal $299/year
  • Designed for pre-retirees and retirees looking for a low maintenance risk managed approach for income and growth.
  • Global Trends ETF included with the Retirement Trends ETF strategy that can be used as a core portion of your portfolio.
  • "Dividend Growth,' "Low Volatility Retirement Equity Income," "REIT" & "Alternative High Income" watch-lists for building your ideal portfolio.
  • 20-30 stock model portfolio updated quarterly.
  • Full access to Investor Forum with outside investment research and member interactions.
  • Retirement Income Options

    Retirement Income Options

    $249 Your 1st Year
    Earned Renewal $499/year
  • Designed for pre-retirees and retirees looking for retirement growth and income with the addition of option premiums to enhance income.
  • Global Trends ETF included with the Retirement Trends ETF strategy that can be used as a core portion of your portfolio.
  • Cash-secured put and covered call option selling strategies to generate income for a risk managed total return.
  • Full access to Investor Forum with outside investment research and member interactions.
  • RIO will add regular income to your portfolio and grow assets for late retirement, as well as, inheritance.
  • R.A.R.E

    R.A.R.E - “Risk Adjusted Returns Elite”

    $499 Your 1st Year
    Earned Renewal $999/yr
  • An all-inclusive membership with access to every investment idea on Fundamental Trends in order to satisfy multiple investment goals.
  • R.A.R.E. also adds Swing Trading, Short Ideas and Hedging Strategies to take advantage of volatile markets.
  • Apply Quant and Technical Analysis to manage risk on entries and exits.
  • Full access to Investor Forum with outside investment research and member interactions
  • Participate in the interactive R.A.R.E. Chat Room to discuss investment strategy, share ideas and learn new tactics.
  • Free Library Card

    Free Library Card

    Free Lifetime Membership
    Risk Free Sign-up
  • Use your Free Library Card to get partial access to Fundamental Trends Member Only research.
  • Gain access to Kirk's widely anticipated Quarterly Outlook & Game Plan.
  • Also get access to our periodic Special Reports on specific investment and economic topics that have garnered international attention.
  • Get access to Fundamental Trends Working Paper Series updated semi-annually and as needed.
  • Finally, gain access to a wide variety of archived research.