Help / Frequently Asked Questions

New subscribers often ask how to approach investing in the portfolio recommendations. If you are investing in the entire portfolio, we recommend spreading allocations evenly. When we recommend adding to your position, then add the same dollar amount you first invested.

If you are picking and choosing, we advise focusing on the sector of the portfolio that matches your investment objectives; income with growth, diversified growth, energy/natural resources, or aggressive growth. Alternatively, you may have a degree of comfort with certain industries or stocks due to past experience or your profession.

Our statistics are based on an even amount invested in each recommendation. If and when the stock, mutual fund, or ETF is recommended again, we assume the same dollar amount is invested again.

Sound Advice is published close to the first of each month. As soon as it is published, an email is sent to the email you provided with a link to read the issue which you can do on your computer, tablet, or mobile device. For older issues, we have PDF copies available for download. All issues should be "printer friendly, so you can also print out a hard copy.

In addition, there are e-mail updates between issues, usually close to the middle of the month, and those are sent to your email.

Yes. We eat our own cooking!

However, when securities are initially recommended, the editors and affiliates do not have positions in such securities and are required to wait at least one business day from the date recommendations are posted before placing orders for them. After the initial recommendation, editors and staff members may own stock of any or all of the securities discussed herein. Gray Emerson Cardiff owns all of the stocks mentioned herein though his management and investment in the Sound Advice Diversified Growth Fund, which maintains positions In all of the Sound Advice model portfolio recommendations.