Investor Service Description (> 6 months):

1. The 20 HOT PICKS WATCHLIST list selected every month (during the 1st week) matches the intermediate term trend of the market. If the market is in an intermediate or long term uptrend then they will be longs and if the market is in an intermediate or long term downtrend then they will be shorts. If the market is choppy then the picks will be a mix of longs and shorts. These are typically MID and LARGE CAP stocks.
2. We manage an INVESTOR NATURAL RESOURCES PORTFOLIO that is our recommended list of core holdings for those investors that are interested in managing their own natural resources portfolio.
3. We manage a CONSERVATIVE ETF PORTFOLIO that is our recommended list of core holdings for those investors that are interested in managing their own ETF portfolio.
4. We manage an INVESTOR 30 STOCK MODEL PORTFOLIO for long term traders or investors. However, these stocks will be traded according to the intermediate to longer term trend of the market so it doesn't mean that they will always be longs and may all be shorts if the market dictates it. The portfolio will be managed in accordance with the Phoenix Trading System Investor Rules.
5. The ultimate intent of this subscription is to highlight a group of stocks that possess both strong fundamentals and strong intermediate to long term technicals simultaneously for longs and just the opposite for shorts. To that end, we have included the fundamental rating services as part of our selection criteria that does incorporate the underlying fundamentals of each company.
6. We will also try to focus on mid to large cap stocks that tend to be more conservative if we are selecting longs. Any shorts will have very poor fundamentals with poor long term prospects.
7. We will provide guidelines on stops and targets for EVERY INVESTOR MODEL PORTFOLIO PICK but ultimately it depends on your own goals, timeframe, and trading style.
8. The scans we are using are designed to find only the strongest trending stocks whether they be trending up for longs or down for shorts.
9. The Investor is never without very strong picks no matter what the market is doing.
10. We are providing the Investor plenty of time to do their own research on the stock lists by posting them the first of every month. By sending out 20 different picks every month, we are giving the Investor plenty of options to pick from no matter when they join.

The following is a list of the criteria we use to select our stocks:

1. Stock needs to be in a strong intermediate and long term uptrend for longs or in a strong intermediate and long term downtrend for shorts. (typically greater than six months).
2. The long term uptrend picks need to exhibit a consistent and steady growth accompanied by the appropriate consolidations and without erratic or excessive negative price swings. We want shorts that are collapsing.
3. The current stock price needs to be greater than $10 and the average daily volume greater than 200,000 shares.
4. The stock price needs to be above the 200 DMA when selected for longs and typically below the 200 DMA for shorts.
5. Both the 50 and 200 DMA need to be trending up for longs and trending down for shorts.
6. The Phoenix Proprietary Fundamental Rating is based on 5 different highly regarded fundamental ranking firms and our composite Rating for longs must be an A or B and a D or F for shorts.