about the System
We offer two subscription
plans. You can subscribe on a Monthly basis ($49.95
or a Yearly basis ($499.95 per year).
The Yearly plan provides the best value as it saves
you almost $100.00 over a one-year period.
much does your service cost?
give you full access to TradeGuru's
services and come with an unconditional
30-day money back guarantee for first time subscribers.
If not satisfied for any reason during the first 30 days, TradeGuru
will be glad to issue a full refund. Please read our Refund/Cancellation
There is no long term commitment.
You can cancel at any time, but after the initial 30-day period
there are no refunds.
If you decide to subscribe to our service, you will first be billed
after you complete our subscription process (using our
page). You will then choose a User ID and Password which gives you
immediate access to our current GuruFolios, as
well as other subscriber-only resources of the Web site.
cancel the service, your subscription plan will automatically renew
at the end of the subscription period, and you will be billed accordingly.
This helps prevent any lapses in membership during which you would
not be able to check the current list of GuruFolio
Once a subscriber,
you can log in to the site at anytime and check the latest content
of the GuruFolios.The list of stocks in the GuruFolios
is updated every trading days no later than 2:00 pm ET, but since
we recommend rebalancing only every 4 weeks(see How
Frequently do you trade? for more details) you do not have to
login every day.
What do I get as part of the service?
also publishes a short Weekly Commentary after the close of the market
on Fridays. This commentary is posted on our Web site and also sent to you by e-mail.
There is no minimum,
but in order to keep the subscription fee to no more than 1%, an amount
of at least $50,000 would be justified (we used the $499.95 Yearly
fee). On the other hand, a 2.5% gain on a $20,000 portfolio pays for
the fee, and we would expect higher gains in any typical year.
How much money do I need to get started?
Upgrading is advantageous and simple. A Yearly subscription
plan costs $499.95 and will save you nearly $100.00 annually.
Can I upgrade from a Monthly to a Yearly subscription
To find details and initiate the upgrade process, monthly subscribers
must log in and click on the "Show me how" upgrading
button located on the "GuruFolios" page.
Yes, we do! You
can refer any friend, relative or colleague and we reward you for
each new subscriber with 1 month free subscription.
You can refer as many people as you like, and will keep receiving
a free subscription month for every one that subscribes and remains
a subscriber for at least 30 days. Some creative subscribers even
post their referral URL in online chat rooms, forums, newsgroups,
etc. to get credit.
Do you have a Referral Program?
For all the details on our Referral Program visit the "Referrals"
page after you log in.
Yes, but a professional
subscription is required to use the TradeGuru
system and stock recommendations to direct the investment of your
clients' assets. The benefits of a professional subscription range
from offloading the day-to-day research to a proven and successful
approach with a record of market-beating performance.
As a Registered Investment Advisor (RIA), broker/dealer
or institutional investor can I use the TradeGuru
recommendations for my clients?
Our professional and institutional services are available through
our sister company MARKETTREND
You can contact them by going directly to their Web site at www.MarketTrendAdvisors.com
or by contacting them at:
3720 Gattis School Road #800
Round Rock, TX 78664
through Friday 8:00am to 5:00pm Central Standard Time
For those who do not have the time or inclination to trade our recommendations
themselves, our sister company MARKETTREND
Advisors offers TradeGuru money management. You can contact them by
going directly to their Web site at www.MarketTrendAdvisors.com
or by contacting them at:
Do you offer autotrading or managed accounts?
3720 Gattis School Road #800
Round Rock, TX 78664
through Friday 8:00am to 5:00pm Central Standard Time
You can cancel
at anytime. You simply have to send a cancellation request by e-mailing
us at email@example.com
or by using our
page. Please specify your User ID in the message.
How do I cancel and discontinue the service?
Please read our Refund/Cancellation
With junk e-mail
fast becoming the number one plague of computer users, your software
vendors and Internet Service Provider have been erecting defenses
and countermeasures which in their zeal can even block messages
you actually want to receive, such as important communications from
How can I be sure I receive e-mails from TradeGuru?
One of the most effective ways to prevent this from happening is
to include friendly e-mail addresses in your address book. The three
addresses from which TradeGuru
sends e-mails are:
This easy fix
frequently takes care of the problem, but to be on the safe side
and to make sure that you will actually receive our e-mail communications,
you can use the "Test E-mail" function at the bottom
of the "GuruFolios" page, which you access after
logging in. You can also specify an alternate e-mail address on
the "My Profile" page. Our E-mail notifications
will then be sent to that address too.
with the TradeGuru
System is quite easy. The Implementation section
of the "Our
Service" page provides a succinct step by step starter guide.
GuruFolios System is run around mid-day each trading
day and the folios are updated on the Web site with their respective
list of stocks no later than 2:00 pm ET.
When and how to trade GuruFolios?
Since the GuruFolios are updated on a daily basis,
you can start your own portfolio at any time by buying some or all
of the current GuruFolio stocks. All you have to
do is keep the stocks for 4 weeks and rebalance the portfolio at the
end of the 4-week period, by selling the stocks that are no longer
part of the list and replacing them with the new current stocks. You
then repeat the process every subsequent 4-week period. Consequently,
you only need to log in to the website once every 4 weeks, when it
is time to rebalance your portfolio.
We recommend that subscribers place their orders during the course
of the trading day. If you cannot execute your trades before the close
of the market, to alleviate the potential problem for opening gaps;
we do not recommend placing market orders
before the market open. Instead, you should trade
manually after the open to wait for any significant gap to close back
down. If you cannot do that, we would recommend a limit order with
the limit set at say 1% above the previous closing price. When it
is time to sell a position, you can typically place a market order.
the action of removing the stocks which are no longer listed on the
website from your portfolio, and replacing them by the ones from the
current selection. This is typically done every 4 weeks (the Rebalancing
Period), see "When and how to trade GuruFolios?"
for more details.
What do you mean by Rebalance and Rebalance Period?
We would not recommend it in order to avoid potential influence of the stock price when too many TradeGuru subscribers trade at the same time. At times there will be discrepancies one way or the other between the performance of the sample folios and your own but overtime the returns should be very similar.
Should I trade in synch with your sample GuruFolios?
you follow the recommended strategies, you should do nothing. As explained
in the FAQ "When and how to trade GuruFolios?",
GuruFolios are updated on a daily basis so that our
members can start their own portfolio at any time. When you are already
invested, you just have to wait until the end of your rebalance period,
typically 4 weeks, and therefore do not need to check the current
GuruFolio listings every trading day. Very often,
a stock will disappear from the current list only to be selected again
a few days later. This is simply due to the fact that our screening
process has to select exactly 10 stocks per GuruFolio
on any given day. When a stock barely makes the cut, it can easily
move in and out of the daily listing. This is completely normal and
does not indicate that a stock that is no longer listed has suddenly
turned bad and should be sold immediately: once you buy a GuruFolio
stock, you should keep it for 4 weeks, even if it disappears from
the "GuruFolios" page's daily listings
a few days after you bought it.
One of my positions is no longer part of the daily listings on the "GuruFolios" paqe. What should I do?
The Broad Market Gauge is intended to serve a similar purpose to Investor's Business Daily's Big Picture reading of the market in that it serves as a high-level guide as to market health. When the market is healthy, the odds of our TradeGuru stocks making gains are obviously quite a bit higher. On the other hand, we want to know when it's less advisable to buy the stocks. Our Broad Market Gauge will note when the market is unhealthy and gains less likely to occur through both the color of the Gauge and the note underneath. While our GuruFolios have generated +30% annual returns for more than a decade, there have been periods of high volatility, weak markets, and drawdowns that some subscribers may have found too intense. Our Broad Market Gauge is simply trying to highlight when those periods might be upon us such that less aggressive subscribers might prefer to sit in cash until the market is healthier and the odds of gains higher.
How does your Broad Market Gauge work?
Our Broad Market Gauge comes from a composite of many different market indicators, such as TimingCube's Classic signal, Investor's Business Daily's Big Picture market condition, among several others. Because these indicators all have varying historical timeframes with the component inputs coming and going as we find improved sources, it's really impossible to construct a clean history of the Broad Market Gauge. The usefulness remains, however, in providing a high-level guide that lets us know when the market condition is stormy and the likelihood of our stock's gaining slim.
What are the historical returns using your Broad Market Gauge?
On all non-holiday
Fridays we will post the Weekly Commentary on the
Web site after the close of the market, no later than 9:00 pm ET.
The most current commentary can be found at the top of the "GuruFolios"
page through Monday morning, and archived copies can be accessed through
the "Weeklies" page after you log in.
How and when do I get the Weekly Commentary?
Our stock recommendations
are companies listed on the AMEX, NASDAQ or NYSE stock exchanges.
From the vast universe of stocks trading on the U.S. exchanges we
apply our stringent fundamental analysis criteria to narrow the candidates
to the very best prospects for significant short-term and mid-term
What types of stocks does your System select?
The shares need to be priced at a minimum of $5. We only consider
companies with market capitalization of $200M or more; such companies
provide enough liquidity to prevent our trade recommendations from
influencing the stock price.
Beyond that the fundamental criteria we apply seek to identify good
profitable businesses which are growing and offer good value, a company
profile we can summarize as "growth at a reasonable price (GARP)".
Folios A and B, by offering a slightly
different bias can provide subscribers an opportunity to select a
category they favor more or to build more diversified portfolios.
In a nutshell, Folio A stocks are screened more for
their growth and momentum attributes, while Folio B
stocks tend to be especially good values.
Yes. Many of our
recommended stocks have options available. The columns "Options
Offered" of the tables in the "GuruFolios"
page provide this information. Because there are so many ways to trade
options we always track and report the stock itself.
Can the TradeGuru
System be used with options?
Both the selection
and the timing of our stock trade recommendations are driven entirely
by our proprietary System for which we do not disclose the details.
Our System exclusively looks at historical and current data to select
the stocks and detect explosive advances. See "What
types of stocks does your System select?". The TradeGuru
GuruFolios System uses a 100% mechanical approach
to select stocks based on "top notch" fundamental criteria. There
is no technical analysis involved.
How do you select your GuruFolios stocks?
While our System
has no sector preferences, it tends to favor the best companies in
areas that outperform the rest of the market.
Do you select industry sectors?
How frequently do I trade?
As mentioned in "When and how to trade GuruFolios?",
our predetermined holding period of choice is 4 weeks; this cycle
duration has demonstrated great returns while avoiding too frequent
trading. The "Average Periodic Turnover" being around 45%, it is possible
that some stocks will remain in the portfolio for several periods
in a row.
You typically only have to trade once every 4 weeks and therefore
you do not have to check the Web site on a daily basis.
Periodic Turnover" is around 45% for the 4 week cycle, so some trades
will last 4-weeks while others can span over several cycles.
How long does the average trade last?
The average position duration is about 60 days.
First we need
to emphasize that the two services are different and their recommendations
are completely unrelated. Unlike TimingCube,
System focuses on individual stocks and uses an approach based on
top down company selection for their leadership fundamentals such
as earnings growth.The differences are detailed in the table below.
Is the TradeGuru
System related to the TimingCube
Comparison of TimingCube
mutual funds, options
trades per year
The two services
are different and their recommendations are completely unrelated.
Because of this the two services are complementary and having a portion
of your portfolio dedicated to each should work well and provide strategy
Even if the TradeGuru system focuses on individual stocks, unlike day trading the length of our trades has been averaging 60 days, and unlike swing trading, we do not try to identify stocks in trading ranges and we do not play short-term overbought/oversold indicators. Instead we identify good profitable businesses which are growing and offer good value, based on fundamental criteria.
I am not a Day Trader, can I still use TradeGuru?
Based on our
backtesting, it appears that implementing stop losses with the GuruFolios
does not improve the overall returns. Nonetheless, during certain
periods some stocks may experience significant drawdowns, so depending
on your risk tolerance, you may feel more comfortable implementing
your own stop loss. We would recommend not setting it lower than 8%.
The backtested GuruFolios returns displayed in our
page were obtained without the use of any stop loss.
The answer is
an emphatic yes. Most self-directed qualified retirement plans like
IRAs allow you to trade in the type of stocks we recommend and since
we do not employ shorting or margin in can fully be implemented in
such retirement accounts. Some employer-sponsored retirement plans
such as 401(k)s are restricted to a few selected investment vehicles
and cannot implement the TradeGuru
Can the TradeGuru
System be used to invest retirement funds such as an IRA?
To start your own portfolio, you can select any stocks from the current
GuruFolio lists. Each GuruFolio
contains 10 positions; they are not ranked or listed in any particular
order, and you can safely choose as many as you want. If you decide
to buy more than 10 positions, you can mix stocks of different GuruFolios.
It may also be possible that several stocks belong to the same sector,
so for diversification sake, you can avoid being overexposed by mixing
stocks from different GuruFolios.
Which stock recommendations to choose?
Contact us at
What if I have a question that is not answered here?