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FUNDAMENTAL TRENDS
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Strategic Insights
Fundamental Trends gives you a clear, actionable investment roadmap each quarter, helping you stay ahead of market shifts.
Discover how our team analyses global trends to deliver timely stock and ETF ideas, all explained in our easy-to-follow quarterly Outlook & Gameplan and our monthly FTs Macro report and podcasts.
Model Portfolios
Our Model Portfolios give you confidence by making investing easy, with regular updates and clear guidance on our nest acquisitions.
2 portfolios: Dividend Income and Growth Stocks
You’ll see how our research-driven approach can help you confidently build and protect your wealth.
Global ETF Portfolio
In this video, you’ll see how our ETF Model Portfolio guides our members with easy to use ETFs to build a diversified, low-cost investment strategy.
We use ETFs to fine-tune our allocation, manage risk, and keep our members on on track with expert guidance and quarterly updates.
Stocks of the Week
In this video, you’ll see how our Stocks of the Week service delivers timely, research-backed stock picks with clear guidance. Entry price, amount we are buying and what our price targets are.
Learn how our expert approach saves you time and helps you make smarter investment decisions.
Retirement Income Options
See how our Options Strategies service makes advanced investing simple, guiding you step by step to boost income and protect your portfolio.
You’ll learn how to generate reliable cash flow and reduce risk, even if you’re new to options. Feel confident using options to reduce risk and enhance your investment results.
Investor Hub
Our Investor Hub combines investor guides, expert insights, actionable recommendations, and ongoing coaching to support your investment journey.
Learn while you earn with step-by-step guidance, model portfolios, and weekly live coaching sessions.
Stay informed and confident with in our Whatsapp group and supportive community.
Discover the power of global investing and unlock a world of opportunities beyond Australia’s borders. By expanding your investment horizon internationally, you can tap into the biggest growth engines worldwide, offering not only enhanced diversification but also significantly higher potential for capital growth.
Master the art of crafting a portfolio that perfectly aligns with your financial ambitions. Leverage our expertly designed model portfolios as your foundation—follow them to the letter or use them as inspiration. Gain exclusive access to Kirk’s meticulously curated VSLs (watchlists), revealing his top-tier investment candidates. Don’t just invest—invest with precision, purpose, and the power of professional insight.
Receive curated Buy and Sell recommendations with and our model portfolios. We offer practical insights that transform complex strategies into clear actions. Our hands-on approach ensures you apply professional techniques to real-world scenarios. Experience the confidence of making informed investment choices with expert support at every step.
Receive comprehensive support through email, phone, and Zoom consultations whenever you need guidance. Participate in our weekly training sessions designed to address your most pressing investment questions. Our continuous education approach builds your knowledge and confidence systematically.
Get instant access to our investor reports, model portfolios, research portfolios and more...
Personal Welcome
Onboarding Call
Quarterly Outlook Report
Whats Included in the Fundamental Investor Program
Looking for stocks with growth, dividend or both? In our Stocks of the Week report, we focus on undervalued, profitable and about to become profitable companies poised for strong Growth. We also provide the best companies paying healthy dividends for income focussed investor
Kirk, our in-house expert, provides fundamental snapshots and annotated price charts, guiding your market moves.
The report also includes a webinar for deeper insights. With Kirk's help, you'll always know your investment strategy. Ideal for time-strapped investors aiming for smart choices.
Option selling isn't just for the professionals anymore—it's a sound strategy for boosting income and managing risk. By selling options to speculators and hedging long positions, you can add to your bottom line while sticking to a "buy low, sell high" mindset.
Our analysis and investment ideas cater to retirees and near-retirees, aiming to enhance income and reduce risk without missing out on equity gains. It's the smart move to boost your dividend stock yields.
Retirement Income Options includes a written report and a pre-recorded webinar to break it all down even further.
Everything "Investing in the 2020s and Beyond," where we delve into macro analysis, ETFs, and handpicked stock ideas. Kirk Spano breaks down the latest news and events influencing the global and investing scenes, offering insights into short, mid, and long-term implications.
This pre-recorded webinar and written report is your ticket to staying updated on the ever-evolving global macro environment, covering economics, politics, technological advancements, climate change, crypto, AI, and more. Gain valuable insights into how we navigate through this rapidly changing world of investing.
Asset allocation is at the heart of any portfolio, how you weight your asset allocation is over half of your risk and returns over time.
ETFs are the best vehicles for building an asset allocation due to low cost ability to use to overweight favoured asset classes and groups.
Enter Global Trends ETF report — a perfect fit for those utilising ETFs in their portfolios. Our monthly report simplifies investing in current secular trends, providing valuable insights to streamline your asset allocation strategy.
Once a month we dive into the major markets with Kirk and Mark 'Shooter' Henderson. This is an in-depth discussion blending Macro, Fundamental, and Quantitative analysis with Elliot Wave and Technical Analysis on key market indices, the US Dollar, US Treasuries, BTC, and emerging markets.
Our Major Market Updates offer insights into secular trends, government regulations, and the monetary and fiscal landscape. Discover how recent events have unfolded and what they could signify for the upcoming weeks and months.
Every quarter, Kirk Spano provides a comprehensive run-down of the key factors likely to influence the markets in the upcoming quarter. We base our assessment on our Fundamental Trends 4-step investment approach, focusing on Long-Term Secular Trends, Government and Central Bank Policy, Industry and Company Fundamentals, and Asset Price Trends.
Consider this Game Plan as a preview of the topics we'll delve into in the Fundamental Trends - Macro analysis and our “Investing 2020s and Beyond” webinar and Stocks of the Week. It's your roadmap to staying informed and ahead in today's dynamic market landscape.
Welcome to Dividend Stocks Model Portfolio – your quarterly lineup of dividend-paying stocks that we own in our Dividend Portfolio. Plus companies we want to own at the right price. As these stocks enter our target buy zone you will be alerted in Stocks of the Week.
In this report, we shine a spotlight on companies primed for dividend growth of over 7%, sporting yields that rival or beat the S&P 500. Plus, many of these companies are throwing in share buybacks for good measure.
While some "old economy" players might fade away in the next decade due to shrinking growth and less favourable financing, winners are emerging in the tech space and beyond. We're talking about companies leveraging technology to adapt to the evolving landscape or playing a pivotal role in the ongoing global economic shift—the so-called "4th Industrial Revolution" technology encompassing AI, IoT, engineering, and more.
Growth Stocks Model Growth portfolio is our quarterly spotlight on growth stocks that we hold in our high Growth portfolio right now. Plus companies we are stalking and waiting for the right price. In this report, we'll dive into growth stocks across the S&P 500, mid-cap, and small-cap categories, each with its unique characteristics, risks and potential gains. As these stocks enter our target buy zone you will be alerted in Stocks of the Week.
Here, we're on the lookout for signs of execution in smaller companies. While many of these smaller stocks may not be profitable yet, we're projecting profitability in the coming years.
S&P 500 stocks offer a blend of growth and value, boasting solid intermediate to long-term potential. In our screening process, we seek out companies with growth rates of at least 15%, and 20% and more for smaller companies.
Dive into our comprehensive research piece, crafted using the Fundamental Trends 4-step investment process. We conduct a thorough competitive, and macro analyses on specific stocks or ETFs, providing actionable guidance for investors on when and how to initiate or expand their positions. This written report and accompanying pre-recorded webinar is your roadmap to informed decision-making in the market.
Kirk Spano's Very Short Lists (VSLs) feature meticulously curated research portfolios spanning MEGA Caps, Dividend Stocks, Growth stocks and Global ETFs. With over 200 rigorously researched stocks and ETFs, each one is thoroughly vetted through Kirk's Fundamental Trends four-step investment method.
These lists deliver detailed analyses of industry, market capitalisation, current valuation, and other essential data, complete with Bottom Fishing prices (Buy Prices) and detailed technical charts.
Additionally, we provide fundamental-based five-year projections, shedding light on potential growth opportunities. Whether you're new to investing or pressed for time, VSLs offer a straightforward shortcut and act as a strategic guide for experienced investors aiming to refine their portfolios.
Unlock the secrets of successful investing with our comprehensive Investor Hub. From portfolio construction and asset allocation to managing emotions and technical analysis, we've got you covered.
Key Features:
• Expert guidance on portfolio construction
• Strategies for leveraging market volatility
• Risk reduction techniques using options
• Curated list of top investor news sources
• Technical and Elliott Wave analysis
Plus, advanced strategies to reduce risk and generate cash flow
Weekly Live Training:
Join our interactive webinars to stay on track and get real-time answers to your investing questions.
Elevate your investment game and make informed decisions that drive results. Start your journey to financial success today!
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Disclaimer:
The information on this website is general in nature and neither takes into account personal objectives, financial situations or needs of any person nor constitutes investment advice. All opinions, conclusions and forecasts are reasonably held at the time of compilation but are subject to change without notice. Educational materials are not substitutes for professional advice. Past performances are not necessarily indicative of future performances. No representation or warranty of any kind, express or implied, made regarding the accuracy, adequacy, validity, reliability, availability or completeness of any information on this website or the associated social media pages.
Risk Warning:
(a) Investment involves various risks, and you should ensure that you fully understand the risks, characteristics, and restrictions by reading the relevant disclosure documents including the Financial Services Guide and determine if any investment is suitable for your financial situation, investment objective, and risk tolerance. (b) Crypto investments are not currently regulated as financial products under the Corporations Act 2001 (Cth) or under Australian law generally. This means consumer protections are minimal and you may not be protected if any cryptocurrency which you have invested in fails or any service provider involved in providing you with cryptocurrency fails.
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