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.

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Global Trends ETF

Global Trends ETF

Only $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

    Only $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

    Only $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

    Only $399/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”

    Only $599/Year
  • All-inclusive membership with access to every investment idea on Fundamental Trends for 40-60% less than comparable services.
  • 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
  • Use your Free Library Card to get partial access to Fundamental Trends Member Only research.
  • A risk free way to try us on for size.
  • 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.
  • On a time delayed release you will also get a wide variety of archived research.