Joseph’s Portfolio & Commentary

Joseph’s Portfolio & Commentary

Interested in investing in stocks, but don’t have the time to do your own research? Former CPA and local investor Joseph D. Allen has a solution that works. Instead of taking people’s money and managing it for them, Joseph’s newsletter and alerts simply tell others what he himself is doing, allowing them to invest likewise!

“I don’t manage money for others, I just manage my own stock investment portfolio. The way I help others is by disclosing my personal investments through our publication, JOSEPH’S PORTFOLIO & COMMENTARY.

Because the portfolio represents a significant portion of my personal net worth, I am in the same boat as anyone choosing to replicate the portfolio in their own account.

By subscribing to JOSEPH’s PORTFOLIO & COMMENTARY, members are able to buy when Joseph buys and sell when he sells. Joseph graduated from the University of Iowa’s College of Business with a double-major in Accounting and Finance. As a former CPA, Joseph likes to own shares of companies ranking highly in three characteristics: 1. Good business, 2. Good management, and 3. Good price relative to value.

“I spend a lot of time learning and thinking about various businesses. Very little time is spent making trades. Most years, I expect to execute only around 10 buy or sell transactions, generally concentrating the portfolio in a rather small group of my favorite companies. I believe this disciplined low-activity approach is one of the reasons my portfolio has outperformed the market by such a wide margin.”

Goal

Joseph’s goal is to beat the stock market (S&P 500) over the long term. To date, his results have been encouraging, as the stock investment portfolio has accumulated an overall gain of 173.7% through December 31, 2016 (71.5% better than the S&P 500 stock index).

Mission

Joseph & Company’s mission is to help people invest better. Better means: lower cost, less time, and (importantly) better investment performance!

“The idea is simple: When we own the same investments, buying and selling together, we are all in the same boat.”

Membership is more than just a newsletter and stock picks. As a member, you will have the opportunity to buy when Joseph buys and sell when he sells, putting you “in the same boat” with him. Here’s what you will receive:

  • Email and text transaction alerts
  • Brief monthly portfolio updates
  • More extensive annual letters
  • Access to online archived content
  • Periodic insights from Joseph

Visit www.josephinvest.com today, and ask for the “Cedar Rapids Marketplace SPECIAL OFFER”!

 

(319) 899-8503
Marion, IA
  • Joseph’s Portfolio & Commentary
  • Joseph’s Portfolio & Commentary

Send Message to listing owner

Joseph’s Portfolio & Commentary


Join the Community

Sign up to receive email updates on new products, community info, and inspiring stories.