We started FMD Capital nearly three years ago with the belief that we can help investors achieve their goals through the use of low-cost ETFs, innovative portfolio designs, and personalized investment advice. As a result of our efforts, we have also been fortunate to build a loyal following of individual and institutional readers that share our market views and consume the content we publish each week on our blog.
Through the use of surveys and individual fact finding conversations with numerous investors, we have formulated what we believe to be an excellent tool to bridge the gap between our complimentary blog and becoming a full-fledged asset management client. We are calling it The Flexible Growth and Income Report, and we will be offering it on a subscription-only basis for do-it-yourself investors to implement within their own accounts.
To be clear, this is not just a co-mingling of ideas drawn from our existing trio of asset management portfolios – this product is completely new and designed from the ground up. The Flexible Growth and Income Report will not share any single position with our asset management clients to avoid conflicts of interest and protect our proprietary models.
This discernible differentiation creates three distinct levels of service: Reader, Subscriber, and Wealth Management Client. Thereby allowing our investors to interact with our firm to benefit from our core research capabilities and technical approach, whichever method aligns best with their own individual needs. Most importantly, we have conceptualized this new service to help with your investment process.
We are currently developing and testing the necessary infrastructure to support this new endeavor. As a result, we are asking for feedback and attempting gauge interest on the specifics of what our new subscription service will entail. Here is a list of what you can expect with our new Flexible Growth and Income Report:
Style: Growth & Income Portfolio. Designed for investors that seek both unique income opportunities, but also desire long-term appreciation of invested capital.
Pricing: $15/month ($180/year) – reoccurring subscription payment. No upfront annual commitment and no cancellation fees. Just a pay-as-you-go newsletter service dedicated to adding value to your existing portfolio.
Number of Portfolio Holdings: 10-15 total holdings. Each holding will be individually differentiated between core and tactical, and also categorized under our unique four-sleeve approach to investing.
Type of Holdings: Primarily constructed of Exchange-Traded Funds (ETFs) with some select Closed-End Fund (CEF) holdings.
Communication Frequency: Weekly email updates with real-time action alerts as needed.
Type of Communication: Online/email only. Weekly summary will include a stock and bond market recap, detailed watch list, and portfolio position update. This will also include a summary of new transactions and action steps for new investors acclimating to the strategy.
Performance Tracking: Monthly and annual model portfolio performance updates. Buys and sells based on end of day pricing for historical consistency.
Risk Management: Use of defined stop losses or discretionary real-time triggers for exit points. Stop loss triggers will be updated weekly as needed.
If you would like to sign-up to be notified when we release this new product, simply enter your name and email information below. There is no obligation to join the subscription service at any time.
Additionally, we welcome any initial questions, comments, or feedback from the information we have provided above in order to enhance the quality of our service. An open dialogue will allow us to include features that best suit your individual needs.
We look forward to rolling out the newsletter service this Fall as we put the finishing touches on this new venture.