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Member Benefits

History proves that long-term investing is the key to financial success. Our education and research programs help you identify superior stocks and mutual funds consistent with your investing style and tolerance for risk. We employ dozens of time-proven fundamental valuation techniques to identify investments with strong prospects for higher profits and better returns with lower risk.

Monthly Investor Journal

Each issue of the educational Investors Alliance Investor Journal features in-depth research articles, timely investment news, and guidance from professionals all aimed at improving your investment results. You profit by learning firsthand what the investment experts are doing now. We regularly interview mutual fund managers and alert you to new opportunities, helping you select investments that promise substantial return at relatively moderate risk. Our four and five diamond fund directory lists the top mutual funds with the best risk-adjusted returns. Spotlight Stocks highlights emerging profit opportunities that institutions have overlooked. When the giant institutions subsequently move into these investments, your profits can soar. The monthly stock screens focus on undervalued stocks and mutual funds that sell below intrinsic value as determined by a sophisticated series of quantitative computer models. The Investors Alliance Investor Journal gives you new insight into investment opportunities judged to be outstanding by market experts.  Please note this is NOT an advisory service or recommendations.

 

Power Investor Software

Power Investors is a powerful software program for fundamental and technical analysis.  The program includes historical fundamental data plus price and volume data.  The program does detailed fundamental analysis including dozens of rations and fundamental screening. Power Investor includes data on U.S. stocks, ETFs and mutual funds. Power Investor is available with all levels of membership and is compatible with most versions of Windows including XP, XP Pro, and Vista 32.  64-bit Windows will require Windows 7 Pro running free XP Mode.

 

Power Tech Software

Power Tech is a technical screening and charting investment program for stocks and ETFs.  The program allows users to chart with over 25 indicators.  The screening engine is very powerful with canned screens, easy to develop screens plus powerful screens users can write in a VB scripting language.  The program includes canned Triple Test screens using our Triple Test setup which is ideal for swing traders and also detecting market and industry corrections and major rallies. Power Tech is available with the $229 Gold and $259 Platinum levels of membership and is compatible with most versions of Windows including XP, XP Pro, and Vista 32.  64-bit Windows will require Windows 7 Pro running free XP Mode.

 

Power Tech Pro Software (coming late 2010)

Power Tech Pro or PTP is the most powerful investment software program we have ever provided to members.  We have been providing investment software to the public since 1987.  PTP is an end of day (EOD) and intraday trading platform with technical analysis and charting for stocks and ETFs.  End of day data in provided plus intraday real-time data can be switched on  PTP has an endless number of features including scripting for screening, alerts, back testing, advanced pattern recognition, a neural network engine, genetic mapping, automated trading, expert advisors and consensus reports, a Twitter interface, and much more. PTP screening engine will include our Triple Test system plus other proprietary systems that will not be disclosed to members or the public.  

PTP compares favorably and is more powerful than other programs costing $100 to $200 a month. The program is included with the $229 Gold and $259 Platinum membership. PTP is fully compatible with 32-bit and 64-bit versions of Windows.  Support for Apple Mac and LINUX will become available in early 2011 using Novell’s free cross-platform Mono.   

Computer Screens of Stocks and Funds

Our computers scan nearly 15,000 securities each month in search of investment bargains... and they do show up! Our research, published monthly in the Investor Journal, tracks the best performing stocks and funds. Stock investors profit from screens that list the most conservative, highest-yielding, fastest growing, most undervalued stocks, and more. Mutual fund investors learn which funds have the lowest costs, the most conservative portfolios, and which are the safest in bear markets.

Mutual Fund and ETF Rating System

The system on a daily basis does a rating for every open-end fund, closed-end fund and exchange traded fund (ETF).  Each month in our monthly journal, we list the top 50 open-end funds and the top 25 closed-end funds and ETFs. This information is also posted on the web site.  Other well known fund rating systems can let investors down during bear markets.  Key components of our system were developed in the early 1990s and have been refined over the past decade.

Investors will not find any comparable system for mutual funds or ETFs available anywhere else or at any price.  This tool is especially powerful for the rapidly growing ETF investment sector because the current tools for ETF analysis are lacking in sophistication.  In the summer of 2008, we will be adding a web based version of this program so members can expand the power of the system and customize the analysis to fit their specific criteria.  

 
Please note this is NOT an advisory service or recommendations.

 

Investment Self-Study Course

Investing Strategies, our 25-chapter self-study tutorial and reference book, covers ten major topic areas, including wealth building through investment, mutual fund and stock analysis, selecting stocks and funds for profit, sources of investment information, analyzing annual reports, reading the financial pages, and protecting against bear markets. Comparable educational courses cost $50 or more.

Mutual Fund Analysis

Are you in the best mutual fund? Answer a few simple questions and Power Investor targets funds that meet your requirements. Find funds that have beaten the S&P 500 index. View detailed information on any fund or fund family. Compare funds with the same investment objective side-by-side, or chart their timing to help you maximize profits and sidestep market declines. Fund prices (NAVs) and return data go back up to twenty years. You'll also find risk measures, distributions, portfolio manager names, addresses, toll free phone numbers, sales loads, 12b-1 charges, expenses, risk-adjusted fund rankings and more.

Portfolio Management

Gain better control over your portfolio and make record keeping a snap. Your portfolio is automatically integrated with the Power Investor software, so when you update prices by modem, your portfolio is brought up-to-date as well! Print insightful reports, monitor multiple portfolios, compare different investing strategies, and display an immediate analysis of your portfolio's performance.


Triple Test System

Triple Test is a proprietary technical analysis model that is used on stocks and exchange traded funds (ETFs) to look for technically undervalued securities.  The system can be manually run in Power Investor and it is automated in Power Tech and Power Tech Pro.  The system usually has a holding period of about a month or less.  The system picked the bottom for Ford within three days of the absolute bottom of the stock in 2008.  The system is effect for the market, sectors and individual securities. Triple Test is also very helpful with leveraged ETFs. Please note that TT is not an advisory service or recommendations. 

 

Movie Star System

This system is partially based on the indicator developed by the father of a female movie star. Her dad won a trading contest using one of his indicators and she won the same contest as a teenager.  Our system uses one of his indicators and a few of our own proprietary indicators.  We do not disclose the details to this proprietary system because it is too good.  When we run the screens and “view” the charts the view is astonishing.  The system sometimes appears to be like getting a copy of Barrons or Investors Business Daily a week in advance. We are using the system and other research to develop genetic mapping for thousands of stocks and ETFs. This information is available to $229 and $259 members. Please note that this is not an advisory service or recommendations.

 

EWS Models

EWS or Early Warning System is a proprietary system developed back in 1995 and refined over the years.  The term EWS is used because the system not only finds the best market sectors, it also alerts whether there may be an impending market crash or correction like 2008.  During 2008, the system moved to Treasuries ETFs and Funds.  Treasuries soared during the 2008 crash.  The system uses two ETFs and two no-load mutual funds.  Every two months, the system’s algorithms search to see what funds should do best over the next two months.  The reallocation every two months helps reduce the risk of market crashes and can help in providing an early alert to market crashes.  The system tries to determine where the smart money is flowing to or rotating to in the global stock markets.  EWS is one of the most powerful tools offered by Investors Alliance.  From 1999 to 2009; EWS ETF’s beat the S&P 500 Index 4.1 to 1. During the same period, the EWS Mutual Funds beat the S&P 500 Index 7.5 to 1.   It is offered with the $229 Gold and $259 Platinum memberships. Please note that EWS is not an advisory service.

 

Gold Model

The Gold Model included with $229 and $259 membership. It uses four gold stocks and shows members the optimum times to buy and hold plus sell.  This proprietary system uses proprietary indicators to find optimum periods to buy and sell. Please note this is NOT an advisory service or recommendations.

 

Sector, RS and Delta Models

These models have been available to members since 2000 and they have outperformed all market indexes.  They include 6 Sector Models, 3 RS Models and 2 Delta Models.  The six Sector models look for the best sectors every quarter.  The RS and Delta Models sit in cash waiting for short term opportunities.  The holding periods are usually a month.  These models are included with the Gold and Platinum membership.  Please note this is NOT an advisory service or recommendations.

 

Genetic Mapping - Stocks & ETFs (Coming in early 2011)

When we developed the software for EWS, the programmer was experienced in the financial industry.  They also were very experienced in software used for genomic DNA sequencing and genomic mapping used by biotech firms.  Frank Lardino developed EWS and discussed with the programmer a method to map stocks and ETFs in the same manner as the biotech industry.  In late 2010, Frank will be working on this project using more EWS programming combined with pattern recognition built into the Power Tech Pro software.  This methodology and research will be shared with $229 and 259 members in early 2011.  The results so far are very encouraging.  Please note this is NOT an advisory service or recommendations.

 

Private Member Web Site (Coming in early 2011)

This web site will be for $229 Gold and $259 Platinum members only.  It will contain all of our models and systems research with daily updates. Please note this is NOT an advisory service or recommendations.

 

Disclaimer:

Please note that Investors Alliances does not offer advisory services or recommendations. Investors are encouraged to do their own research.