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If you want to live on the beach like Jimmy Buffett once did,Â
then you've got to learn how to invest better than Warren Buffett does now.
ARE YOU A PROFESSIONAL INVESTOR
LOOKING FOR OUTSTANDING FINANCIAL RESULTS?Â
You Can Create Financial Freedom
for Yourself and for Your Clients
Access the Buffett & Beyond wealth-building strategies and use them to:
- Build investment portfolios for yourself and for your clients that have significantly outperformed the S&P 500 over the last 22 years.
- Diversify your own and your clients' portfolios and purchase insurance for them, so you don’t have to worry about ups and downs in the market.
- For professional money managers, you can differentiate yourself from others by leveraging our proven investment strategies and track record.
- For individual investors, you can retire early without giving up the comforts you’ve worked hard for.
- For yourself, you can live the financially free life you’ve always dreamed of, living on the beach like Jimmy Buffett once did.
- You can leave a legacy of wealth behind for your children when you are investing better than Warren Buffett does now!
Yes, It Really Is Possible!
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With your subscription to the Buffett & Beyond Wealth Builder Program,
 you’ll learn how to invest successfully to create your financial freedom.
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INTRODUCING THE
Buffett & Beyond
Professional Wealth Builder Program
Are You Ready To Improve Your Investment Results?
Your monthly subscription program includes:
- Buffett & Beyond ETF and Individual Stock Database Computer Program
- Buffett & Beyond Premium Performing Portfolios
- 4 Daily Market Letters each week
- 3 Weekly Video Letters - Market Recap, Stock Analysis, ETF
What's Included In The Program...
DATABASE COMPUTER PROGRAM
The Buffett & Beyond ETF and Individual Stock Database and Computer Program
Each ETF, index or mutual fund contains both good, above-average stocks and also the not so good, below-average growing stocks.
Our premium professional subscription includes access to a full and complete stock selection analysis database computer program that you can use to construct portfolios that outperform almost all ETFs, indices and funds most all of the time.
You will be able to emulate our portfolios (see below), as well as analyze your own choice of stocks using this tool.
PREMIUM-PERFORMING PORTFOLIOS
The Buffett & Beyond Stock Portfolios
You get immediate access to our up to date researched and recommended stock portfolios that were selected using the Buffett & Beyond Clean Surplus Accounting (CSA) approach to calculating Return on Owner's Equity (ROE)
- Growth Portfolio
- Dividend Growth & Income Portfolio
- ETF Portfolios
This is a valuable time savings for you. We have already researched and recommended the top-performing stocks for our subscribers, and you can jump in at a pace that matches your objectives.
You will receive timely alerts prior to any changes we are considering within our portfolios.
DAILY LETTERS & WEEKLY VIDEOS
Buffett & Beyond Daily Letters and Weekly Videos
Stay current with our four daily letters and three weekly videos every week, including
- Daily Market Letter
- Weekly Market Recap Video with an update on our returns and insurance strategies.
- Stock of the Week Analysis Video (includes archive for the past 6 months)
- Weekly ETF Letters (includes archive for the past 6 months)
- Timely alerts when to add or subtract positions in your portfolioÂ
- Timely alerts when to purchase insurance for your portfolio and how to pay for it.
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Subscribers are saying...
You have the best stock investment program on earth.
...Co
I cherry pick from your Growth portfolio. Thank you for the 43.38%!!! I got MSFT from your Dividend Growth and Income portfolio. I also pick from the best from your top stocks in the above average ETF portfolios. You’re a blessing in my life.
...Sharon
The computer program has been a great help in evaluating and reconsidering certain investments in my portfolio. Thank you for your work and kind consideration. Â
...Tim
I've enjoyed your Buffett and Beyond service including your weekly comments on both individual equites as well as the overall (markets). The presentation(s) are extremely invaluable. ...Clay
NICE TO MEET YOU
I'm Joseph Belmonte
I developed the “Buffett and Beyond” investment method when I was researching and completing my Doctoral Dissertation on Clean Surplus Accounting (CSA) in the late 1990's. Here is what I found ...
Buffett…
I learned that Warren Buffett, the famed chairman of Berkshire Hathaway and legendary investor, used Clean Surplus Accounting (CSA) in his calculations to determine Return on Owners’ Equity (ROE). Rather than using the traditional accounting numbers, Buffett used CSA in order to determine his all important purchase price. However, he did not draw any conclusions between Clean Surplus ROE and future total returns.
…and Beyond
I discovered that that when I selected test portfolios with above-average Clean Surplus ROEs, the test portfolio returns consistently outperformed the S&P 500 average during test periods from 1987 to the present.
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Getting the Message Out to Help Individual Investors and Money Managers
Since completing my doctorate in Business Administration with a specialty in Finance, I have taught investments, corporate finance and advanced managerial finance for many years, both in the state university system and also in private universities throughout the state of Florida. In addition, I have lectured to numerous professional and investment groups across the country, have written many articles and published a book "Buffett and Beyond."
I have developed several nationally sanctioned courses for Investors, Certified Public Accountants, Financial Planners and professional money managers. The courses for CPAs have been approved for continuing education credits in over 38 states.
I developed a user-friendly computer program for professionals and serious investors to use in these courses. One course won acclaim from a national brokerage training school.
My weekly video newsletter is sent to thousands of investors, money managers and academics both nationally and internationally.
What you can expect...
Was in the investment bank and commercial banking sector before for 30 years and saw and learned a lot. The Buffet and Beyond system zeros in on quickly what’s important, which to me has been fun to learn and refreshing.
Thanks for all your help. ...BB
I always did and still do see your system as the best there is in investing land. Thank you for your support and al the things I learned from you. Wishing you and your family optimal health and prosperity.
...CVT
I just wanted to say I'm grateful for all of your work for us little guys and how you made me believe in something when I needed it most. Thank you sir.
...Michael
... about the Investment Method
“An excellent approach to developing predictability and a successful portfolio. The results certainly speak for themselves. I just wish I would have known about this method of stock selection 20 years ago because I would have been richer than Buffett himself.
- M.D. CPA, Miami, Florida.
... about the Investment Method
“An excellent approach to developing predictability and a successful portfolio. The results certainly speak for themselves. I just wish I would have known about this method of stock selection 20 years ago because I would have been richer than Buffett himself.
- M.D. CPA, Miami, Florida.
... about the Investment Method
“An excellent approach to developing predictability and a successful portfolio. The results certainly speak for themselves. I just wish I would have known about this method of stock selection 20 years ago because I would have been richer than Buffett himself.
- M.D. CPA, Miami, Florida.
Frequently Asked Questions
What do you mean when you say High Clean Surplus Return on Equity (ROE)?
What do you look for in the ROE when selecting Stocks?
What do you mean by a consistent ROE?
Why don't you like cyclical stocks?
What do you mean "hedging" your growth portfolio?
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Buffett & Beyond
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