Membership Levels

Premium is our most popular membership option and is geared toward the investor with stock-based portfolios focused in three core areas: Growth, Income, or Growth & Income. In this membership, you will receive:

  • Weekend Forecast: Each weekend, you'll get an extended report with important updates, market forecasts, key things to watch in the week ahead, and our exclusive watch list of investments on our radar.
  • Weekly Updates: We discuss the markets, current patterns and projections, and answer questions you may have.
  • Asset Allocation Tool: Guidance on which portfolio is right for you.
  • Portfolio Choices: We have three main portfolio strategies that you gain access to.
  • Portfolio Changes: Trades as needed aiming for 10-20%+ profits on each. Holding periods based are solely on objectives and target prices.
  • Trade Alerts: Text and Email alerts on entry and exit.
  • Proven Results: We have beaten the S&P 500 over 3 to 1 since inception with less risk and volatility.
  • Education: Premium articles, audios, and video training to help make you a better investor!

THERE'S MORE:

  • Instant Buy and Sell email trade alerts for each of the three portfolio strategies in Navigator that includes: Growth, Income, and Growth & Income
  • Real-time portfolio changes based on market conditions. Example - In bull markets (upward trending), we move to growth oriented stocks. In bear markets (downward trending), we go defensive.
  • Asset allocation model for real-time implementation based on market conditions. Our state-of-the-art asset allocation model will help you fine tune your portfolio strategy and it will guide in selecting the investments most appropriate for your situation. In every situation, it must weigh on your goals, risk level, and time frame.
  • Access to Jay Peroni's ‘Best Buys List’
  • Monthly portfolio briefings
  • Premium articles and member-only research
  • Monthly Faith-Based Investment Newsletter
  • 1 FREE 60 Minute Review Session with Jay
  • Control of your portfolio with their accounts remaining at the brokerage firm of their choice

About the three Premium portfolios:

Growth Portfolio: Today's best-performing small to mid-cap stocks from a variety of sectors with the Buy List sorted by portfolio-level risk: Conservative, Moderately Aggressive and Aggressive. This portfolio is primarily for aggressive investors who want to maximize their portfolios and are willing to withstand larger portfolio fluctuations.

Growth & Income Portfolio: Today's best-performing dividend stocks – mid to large-cap – from a variety of sectors. The Buy List is sorted by portfolio-level risk: Conservative, Moderately Aggressive and Aggressive. This portfolio is primarily for moderate investors who want to balance growing their portfolios while also minimizing portfolio fluctuations.

Income Portfolio: Primarily dividend stocks paying at least a 2% return with a unique blend of safety and growth potential. This is primarily for the investor close to or already in retirement.

Sign Up Now For $20/month! Sign Up Now For $199/year!

Designed for the more advanced investor, the Speculator membership appeals to more active traders.

  • Instant Buy and Sell email trade alerts for each of the two portfolio strategies in Speculator that includes: Swing Trading and Option Trading
  • Real-time trade alerts for both Option Trading and Swing Trading
  • Real-time portfolio changes based on market conditions. Example- In bull markets (upward trending), we move aggressive with both growth stocks and options. In bear markets (downward trending), we go defensive in stocks and look for key puts to acquire.
  • Asset allocation model for real-time implementation based on market conditions. Our state-of-the-art asset allocation model will help you fine tune your portfolio strategy and it will guide in selecting the investments most appropriate for your situation. based on how much you're investing, your goals, risk level, and time frame.
  • Access to Jay Peroni's 'Best Buys List'
  • Monthly portfolio briefings
  • Premium articles and member-only research
  • Monthly Faith-Based Investment Newsletter
  • 1 FREE 60 Minute Review Session with Jay
  • Members Only Q&A and Quarterly Training
  • Control of your portfolio with their accounts remaining at the brokerage firm of their choice

Provides access to our in-depth research and 2 portfolio strategies for only $699 per year.

About the two Speculator portfolios:

Option Trading: The team at Dual Returns provide you with the insights, knowledge and equip you to reap the power of trading options as part of a balanced investment plan. These services use a variety of options trading strategies as our expert guides members step-by-step through trades, from opening orders through expiration and all the way to each position's close.

Swing Trading: Dual Returns simple and proven swing trading approach for stocks and ETFs that works in bull, bear, and uncertain markets. Based on market conditions and type of swing trade setup, we hold trades in terms or days or months (not years). In steadily trending markets, we aim for an average share price gain of 20%-25%+ for each stock trade (15-20%+ for ETF trades). Because our trading methodology is easy to follow, each and every stock/ETF swing trade can be easily managed by you in your own brokerage portfolio. We have found simplest trading strategies are the best because they can be more easily and consistently followed without detailed training or trading confusion."

Sign Up Now For $699/year!

The Personal Guide membership is our most customized offering, suited for investors seeking specific recommendations crafted to their personal goals. Members receive:

  • Personal direction in assembling a diversified portfolio that meets your portfolio strategy, as determined in our 'Investment Asset Portfolio Tool'
  • Step-by-step instructions with direct access to Jay Peroni, Founder
  • Receive our Buy and Sell updates on stocks, before our portfolio manager buys or sells
  • Guidance on:
    • Exactly what we are buying or selling
    • Exactly when we are going to buy or sell, and
    • Exactly how much we are buying in our portfolios
  • Defined direction as to percentage allocations, based on your personal ‘Investment Asset Portfolio Tool’ score
  • Direction in three core areas:
    • Income stocks - Stocks with strong dividend yields with higher income
    • Growth & Income Stocks - Companies with growth potential that also pay dividends for a dual return
    • Growth Stocks- Stocks with greater growth opportunity and potential quicker returns
  • Investor Q&A and Quarterly Training
  • Control of your portfolio with their accounts remaining at the brokerage firm of their choice

About the two Personal Guide portfolios:

The Core Account Strategy will consider stocks and ETFs in the mix of investments. I will be adding investments to grow and protect our wealth and will add stocks from 4 areas:

  • Growth & Income Stocks: Companies with great upside potential and companies with great upside potential paying dividends
  • High Income Stocks: Stocks with strong dividend yields and pay higher dividends.
  • Growth Stocks: Stocks that have explosive growth potential.
  • Exchange Traded Funds (ETFs): Global opportunities yielding the best currency, commodity, and global market returns. Using ETFs can deliver greater success.
These four areas will be the foundation of the Personal Guide Portfolio.

The Speculative Account Strategy is for the more aggressive investor looking to make big gains in a short period of time. The Dual Returns Portfolio Team will utilize options and ETFs as we seek high risk/high reward opportunities to quickly multiply our profits in a fast moving market.

Sign Up Now For $999/year!