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The "American Alpha" Program

PROVEN STRATEGIES TO BEAT THE MARKET

With most mutual funds underperforming the broader U.S. stock market, you may be struggling to generate consistent market beating returns on your investments.

You are looking for a solution that maximizes your investment returns on your hard-earned money

The "American Alpha" investment program offers you the opportunity to generate significantly higher returns than by investing in index funds.

We start by making sure that the "American Alpha" Investment Program makes sense for your investment objectives, risk profile, and financial goals.

As Global Guru's Capital's only investment program focused exclusively on the U.S. stock market, the “American Alpha” investment program's objective is to consistently outperform the U.S. S&P 500 on annual basis.

These strategies may include:

"Dividend Aristrocrats"
The “Spin-Off” Index
The “Share Buyback” Index
The “Initial Public Offering” (IPO) Index
Raymond James' “Top Picks”
Hedge Fund Favorites
Equally Weighted S&P 500
U.S. Small Cap Index
The “Insider” Buying Index
The World's Greatest Long Term Investor

No single ETF makes up more than 10% of the portfolio.

OUR PROCESS

  • Discovery

    • We start by making sure that the "American Alpha" Investment Program makes sense for your investment objectives, risk profile, and financial goals.
    • As Global Guru's Capital's only investment program focused exclusively on the U.S. stock market, the "American Alpha" investment program's objective is to consistently outperform the U.S. S&P 500 on annual basis.
  • Design

    • The "American Alpha" Investment Program invests in an equally-weighted portfolio of at least 10 investment strategies focused on the U.S. stock market. 
    • Each asset class or strategy is represented by an Exchange Traded Fund (ETF)
    • No single ETF makes up more than 10% of the portfolio.
  • Implementation

    • Your account is invested according to the current year's "American Alpha" Investment Program weightings at the time your account goes live.
    • Your initial asset allocation may differ somewhat from those accounts that were re-balanced at the start of the year.
    • Your investment results for the first year will also vary compared with the "model" equally weighted portfolio.
  • Maintenance

    • The "American Alpha" Investment Program is re-balanced at least once a year, in January.
    • Your account is re-balanced based on the most recent asset allocation strategy for the "Americam Alpha" investment program.
    • Your account will be invested in low cost Exchange Traded Funds (ETFs) to reflect the various market beating strategies.