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ETFExclusive: The Exchange Traded Funds Model Portfolios Site provided by STAAR Financial Advisors, Inc.

The STAAR Funds: A unique family of mutual funds managed by STAAR Financial Advisors, Inc.  Maximum diversification with maximum simplicity.  For prospectus and information go to www.staarfunds.com.

 
Welcome to STOCKExclusive!
 

 (If you have read this before, click here to access the most recent Portfolio.)

Welcome to STOCKExclusiveTM, STAAR Financial Advisors’ unique service to Platinum Members.  Not a member?  Then today is your day to enter a new world of stock picking opportunity.

 Contributing Analysts

 André Weisbrodis President & CEO of STAAR Financial Advisors, Inc. and founder of the STAAR Investment Trust family of mutual funds.  Mr. Weisbrod has 28 years experience in the financial industry and is manager of the highly rated STAAR AltCat Fund and STAAR International Fund.  He has appeared on TV and in numerous publications, including TheStreet.com, Reuters Business News, the Wall Street Journal, Investors Business daily, The Business News Network and others.
 Keith Moorhouse is a Registered Investment Adviser with an accounting background and 24 years of financial service industry experience.  For the past nine years he has focused his advisory services to help clients s manage their equity portfolios.
 

A Unique Proprietary System
We uncover and rate stocks according to a proprietary system that utilizes both technical and fundamental analyses.  Our goal is to find stocks in a variety of sectors and industries that have excellent intrinsic business qualities coupled with the potential to participate in positive trends.

Simple and Easy
We don’t bury you in voluminous narratives and statistics.  We boil our choices and rationales into their essences and provide our picks in an easy-to-read table that includes Ticker Symbols, Overall Ranking on a 1-5 Scale, Sector/Industry, Global Type, Current Price, Yield, Acceptable Buy Range, Target Prices and brief commentary.

Quarterly Portfolios of 25 Stocks
We do not see why you need to be bombarded with constantly changing recommendations and options, as is often the case with many newsletters, magazines, TV shows and other services.  Changing too often can complicate your accounting and taxes and hurt performance.  Blind "buy and hold" strategies misses opportunities for new holdings and taking profits or avoiding big mistakes.    A twenty-five-position portfolio is small enough to provide focus for greater returns yet still provide enough diversification.

Tactical Updates and Discussion
Wise investors pay attention to their holdings.  They buy when opportunities are identified.  They sell when they have reached goals or conditions have changed that increase risk.  Our system will help you in the process.

Not Perfection, Just Honest, Thoughtful and Experienced Information
We cannot and would not guarantee or assure results.  It is up to you to take STOCKExclusive and use it to your benefit.  Not every pick will be a winner.  Our goal is for every portfolio to out perform the S&P 500 Index.  It is unlikely we will succeed 100% of the time.  Over time we will strive to provide portfolio guidance that will fulfill the overall goal.  When we are wrong you will know it and when we are right we hope you will appreciate it.

The Need for Planning
Elsewhere on the SFAMoney.com site we have provided planning tools.  These include general financial planning as well as investment tools.  You need to plan and adequately assess your risk tolerance and act accordingly. 

The Need for Professional Advice
No matter how experienced you may be, from time to time you should seek outside advice from experienced, competent and honest advisers.  A proverb from the Old Testament states, "In an abundance of counselors there is safety."    This is true even if you are a seasoned financial professional.

Intelligence and Wisdom
Intelligent is not the same as smart.  Wisdom is not the same as knowledge.  Intelligence is the ability to think, not just memorize facts and talk impressively.  Wisdom is how you use knowledge.  A computer can store huge amounts of knowledge and be smart in processing facts.  But is can never embody wisdom.  Our goal is to take our knowledge and use it wisely and to better help you in the process. 

An End in Mind
Wealth for wealth’s sake is an empty suit.  An wealth is not just monetary.  It is how asset and resources are used that truly makes one wealthy.  So we save and invest to create an end.  What are your ends in mind?  Ours to make your life more productive and fulfilling and thereby succeed in making our own lives more productive and fulfilling.  That, my friends is the ultimate "win-win."

Ready, Set, Go!
Click here to access the latest STOCKExclusive Portfolio.  Or if you are not yet a Platinum Member, click on Become a Member here or at the top of the left side menu.

Thank you!