Channel Capital Research
Doug Roberts Has Contributed Expert Advice To: Doug Roberts Has Contributed Expert Advice To

Attention: 401(k) and Retirement Plan Owners

FACT: Most Mutual Funds
Don't Beat the S&P 500

Get the Ultra Conservative Strategy That Would Have Allowed You To Beat the S&P 500 and Warren Buffett's Berkshire Hathaway But Could Have Had You In Cash Since May 2007, Potentially Avoiding the Current Financial Crisis

Under testing from 1996-2009, the Ultra Conservative Strategy of investing had a compound annual rate of return of 11.47% as compared to 6.20% for the S&P 500 and 8.39% for Berkshire Hathaway Class A shares(Source: CSRP-Center for Research in Security Prices).

Click here to review the full research.

Expert Review

From Barron's Column "Up and Down Wall Street Daily"

"Our life is frittered away by detail - simplify, simplify, simplify!
Douglas Roberts has applied Henry David Thoreau's injunction to come up with a strategy for investors who actually have a job, a family and interests - in other words, a life."

Randall W. Forsyth
Barron's Online

Click here to read what Barron's Online has to say about Founder and Chief Investment Strategist Doug Roberts.

Get the Investment Tools Used by Hedge
Funds and Wall Street Institutions to
Profit in These Dangerous Markets

A Letter From The Founder & Chief Investment Strategist, Doug Roberts

Dear Friend and Fellow Investor,

Most people, including some very savvy investors, are shocked when I tell them that most mutual funds do not beat the market as represented by the S&P 500. People are actually paying fees and expenses for the privilege of underperforming the S&P. That just doesn't make any sense.

Click here to review the full research.

Right now, we're facing one of the most challenging investment climates of the past 100 years. These worries can keep you up at night. But not any longer!

We offer you the tools used by Hedge Funds and other Wall Street institutions to prosper during these turbulent times.

Sometimes, market conditions clearly favor stocks. Our research shows that these are the distinct time periods that you clearly want to be in stocks if you want to outperform the S&P 500 over an extended time period. The other time you can be safely in cash. You may underperform in bull markets but you have the potential to avoid the carnage of vicious bear markets.

Investor Review

Hilary Kramer

Recommended Without Reservation by the AOL Finance Editor!

"Doug Roberts' strategies defy the rules of conventional investing, and they work! He's right when he says we sometimes make investing way too hard. Doug Roberts demonstrated that amazing returns that beat the market by large amounts can be made with only a trade or two a year."

"I recommend these strategies without reservation to anyone who wants to achieve superior returns while reducing the stress associated with investing. Doug's newsletter is truly a winner!"

Hilary Kramer
AOL’s Finance Editor and Market Strategist
New York, New York

The Twin Foundations™ of Wealth Are
Prospering in Bull Markets and Protecting
Your Capital in Bear Markets

These are the two characteristics that I believe allowed the great fortunes to be made. As a result, I decided to name premiere investment strategies the Twin Foundations™ system. I have tried to simplify all the research that I have learned into a simple easy-to-follow system.

These Strategies are Simple to Understand and to Implement. It is a Long-Term Approach Designed for Exceptional Investment Returns.

Expert Review

Watch Doug Roberts appearance on CNBC Worldwide


Follow the Fed® -
The Easy Way to True Wealth

Banking policy is no longer made in the smoke-filled rooms of the robber barons. Fed policy is openly discussed in congressional hearings with actual details of internal Fed policy meetings published in your newspaper and over the internet. It is clearly available for all to read and to analyze.

The primary means at the Fed' s disposal to influence corporate earnings growth and thus stock and asset prices is the availability and cost of credit.

I believed that if one could understand Fed policy, the Fed would tell us where and how to invest-

"Don't Fight the Fed!"

Expert Review

The Bond Market is Forgetting a Simple Maxim...
Don't Fight The Fed.

"Many people have lost a lot of money fighting the Fed. It is a 900-pound gorilla! It can last a lot longer in its persisting course of action than you can remain solvent."

Click here to read the rest of the article in the Wall Street Journal.

Returns Follow the Money -
The Type of Asset is More Important
Than the Individual Security

I made quite a bit of money in the early to mid 1990' s by investing in value stocks with such experts as Warren Buffett. Then, in the late 1990' s, the strategy seemed to stop working. The stock prices of large technology companies, such as Microsoft and Cisco, took off like rocket ships and seemed to dwarf the returns of my value holdings. Suddenly large growth seemed to be the place to be.

This reminded me of the patterns that I saw earlier when the robber barons financed the technology companies of the late 1800's: the railroads. I wondered if perhaps there might be a link with federal policy. My research revealed a strong link. This is summarized in a group of Follow the Fed® special reports described later in this letter.

The interesting thing that I found was that monetary policy tended to favor different asset classes: large stocks, small stocks, Treasury bonds, gold and cash. Individual securities did not appear to matter as long as I was in the right area.

Knowing which are the best and worst investment opportunities, however, is not a game for part-time hobbyists. To collect and analyze the necessary data, it takes years of training, experience and hard work. Here are some of the highlights of my professional career:

Doug Roberts
Doug Roberts
Founder and Chief Investment Strategist

Financial Advisor Review

Professional Financial Advisor Praises Doug Roberts and the Follow the Fed® Strategy

"I have found that everything Doug writes is simple, yet profound."

"Advisors need to turn loose of any notions they have about "How can I make money today" and stick to the "What can I do for my clients today" philosophy. I find it refreshing that you make the clear distinction between the role of an Advisor and the role of a Broker. Many people confuse the two, and many of those who are confused are among those in question. During my years as a Broker, it disturbed me when I saw my clients lose money, but because they had just entered a fund with a stiff load, I didn't feel free to cut their losses because of the specter of having to justify my every breath to the NASD."

"Now, in my role as an Advisor, I know I can always do the right thing, and if I recommend a sudden move it doesn't raise eyebrows or cost the client hundreds or thousands of dollars. This certainly gives me a new level of confidence in my capabilities, and your approach to investing provides me with a rock solid, sophisticated and successful approach for my clients. Clearly, you "get it." Perhaps as a result of your efforts, more and more clients and financial professionals will begin to "get it" too. Keep up the good work. As a Financial Planner and Investment Advisor, I really appreciate what you are doing and how it can help me and my clients"

Jeff Sutterfield
Financial Planner / Wealth Manager
Applied Financial Concepts, LLC
Greenwood Village, Colorado

Get the Follow the Fed® Standard Strategy to Beat the S&P 500 Using Treasury Bonds and Gold

Under testing from 1970-2009, the Follow the Fed® Standard Strategy applied to Treasury Bonds and Gold had a compound annual rate of return of 11.90% as compared to 9.87% for the S&P 500.

Click here to review the full research.

I found that loose monetary policy tends to benefit gold and tight monetary policy tends to favor Treasury Bonds. This is described in further detail in my special report “ Follow the Fed®: The Strategy to Beat the S&P 500 Using Treasury Bonds and Gold"

Expert Review

Article From CFA Institute Magazine Compares Doug Roberts and
his Follow the Fed® Approach With Wall Street Legends
Ed Yardeni and Marty Zweig

"Kollur puts Roberts' model in the same family as Ed Yardeni's Fed model... Roberts views his model as part of a trend in finance to simplify strategy to the point where individual investors can take control of their own finances. 'The move to simplify started with Jack Bogle and index funds, and as it continues, it will change the nature of Wall Street investment finance – whether it wants to change or not,' says Roberts. 'It's a wave that can't be stopped.'"

Nancy Opeila
CFA Institute Magazine
The Magazine of Certified Financial Advisors

Click here to read the rest of the article in the CFA Institute Magazine.

For the Stock Investor Who is Focused on the Long Term, the Follow the Fed® Standard Strategy Would Have Turned a $10,000 Investment in 1970 Into Over $1.5 Million in 2009 as Compared to About $430,000 for the S&P 500

Click here to review the full research.

This is summarized in a report called "Follow the Fed®- The Easy Way To True Wealth™" described later in this letter.

These strategies are easy to understand and to execute. You can build true wealth in less than one hour per year of your time! Many other investment strategies require so much time to handle that you have to quit your job, end your retirement, or give up all your free time. The last thing you need is a new career in investing.

Get the U.S. Equity Market Trend Indicator to Determine if We Are in a Bear or Bull Market

Click here to review the full research.

The U.S. Equity Trend Market Indicator is designed to measure the trend of the American stock market, alternating between Neutral or Negative. It was accurate in pinpointing the current Bear maket in 2007 as well as those of 2000-2003 and 1973-1974.

...But These Strategies Are Not For Everyone

If you want a hype-filled newsletter filled with “red-hot" stock picks, you will have to go elsewhere. If you want pictures and breathless testimonials about some obscure stock soaring 600% overnight, then this is not the place for you.

Nor is it for those who want pizzazz and glamour. And it' s not for the investor who can' t stand to see others' stocks zooming to record returns, regardless whether those stocks are being fueled by pure speculation, corporate greed or crooked financial statements. Those investors might enjoy a great short-term ride, rather our strategies attempt to build value consistently, year after year, without the rocket rides that inevitably flame out like Enron, Nortel, Tyco...and some others that you won' t even see coming until they crash and burn.

I'm seeking investors who feel comfortable with my system' s capabilities, and who have no interest in what the herd is doing, no interest in the emotional scrambling of the excitement junkies out there, no interest in risking everything on a wing and a prayer, and no interest in churning their own portfolios to chase the mirage of the miracle stock.

It's Easy to Do
Don't Pick Stocks - Just Use Mutual Funds
and Exchange Traded Funds

Since our strategies focus on types of stocks and assets instead of individual securities themselves, it works very easily with mutual funds and exchange traded funds (ETFs). This way you do not have to worry about the stress that comes with picking individual securities.

If you are concerned about costs, you can use low cost index funds. We give a full list of recommendations.

Ideal for 401(k) Plans

Many investment research services cannot be adapted to 401(k) plans because they require you to pick individual stocks or specific mutual funds. Since 401(k) plans usually offer limited choices, this can be a major problem.

Our system focuses on stock and asset types and thus can be adapted to most 401(k) plans. We show you how.

Investor Review

Douglas A. Strouse

Press arrow to hear what Douglas has to say

Doug's Advice Truly Changed the Way I Look at Investing!

"Until I met Doug Roberts, I was always searching for the next stock picking superstar. It was extremely time-consuming, stressful task. I was extremely shocked to find out that most of them under performed the market. Doug has given me a new confidence and power in dealing with my investments and finances."

Douglas A. Strouse, Ph.D.
President & C.E.O.
Global Data Source, L.L.C.
Baltimore, Maryland

Keep Your Broker or Financial Advisor Honest:
Take Control of Your Investments

Investors who are members of my investment research service can still continue to work with a broker or financial advisor if you want someone else to do the work. However, you maintain complete control and authority over your investments. This service gives you the tools to ensure that he is acting in your best interest, not his.

There Are No Hidden Brokerage Fees

Have you ever worked with a broker and discovered that there was some hidden fee that he didn't mention to you? Since we only provide the information and do not manage your money, you know that the only cost is the price of the research.

Take the Stress Out of Investing

Investment services often focus on stocks with limited trading volume or high levels of volatility. This means if you are not able to execute the recommended trade perfectly in a short period of time, your purchase and sale prices can differ substantially from the initial recommendation. This can have a potentially devastating effect on your returns.

Since our strategies are designed to be invested in a group of stocks, we can take advantage of the benefits of diversification. This means that an error in purchasing or selling a single stock is less likely to affect the entire portfolio's return.

In my case, this dramatically reduced the stress associated with investing. I was able to invest without the incessant worry that I was missing out on an opportunity by not constantly watching the market.

Work Smart-Not Hard!
Activity Does Not Equal Success

The most stunning revelation of my research is that much of my constant monitoring of the market and tracking of my portfolio were unnecessary. In fact, they actually hurt my returns rather than helped them. All the stress and anxiety were worth a big fat zero. In plain language, hard work did not necessarily equal success.

The most important thing is to work smart!! Warren Buffett also discussed this concept in famous annual letters to Berkshire Hathaway shareholders. He mentioned the importance of waiting for the right opportunity-in baseball terms, the “grapefruit" pitch for the batter.

This revelation caused a major change in my life. I found myself enjoying life again. I spent more time with my family and began working out again. My stress level decreased massively.

What is the use of having money if you cannot enjoy the little things that make life special?

So What's the Catch?

You may be wondering if this is too good to be true and thinking "So What' s the Catch?" The catch is that you will have to think outside the box and stand apart from the crowd, just like I did when I made my first home run with Berkshire Hathaway. It wasn't always easy hearing so many of the people I respected criticize me so severely. This can be truly uncomfortable when you lag the market for certain time periods despite outperforming over the long term.

If what I have said makes sense to you, you will have to have the guts to follow your own judgments even when others will doubt you. I am sorry if that frightens you, but I believe that is the price to achieve your goals for financial success.

I will be there every step of the way to try to help you. The management and associates of are former Wall Street insiders who are aware of the techniques and secrets used by the wealthy to build and protect their fortunes. Many bright people publish investment research services, but few know these secrets and techniques because they have not had access to them.

We bring them to you because we believe that a profitable business partnership can be developed with a limited number of investors dedicated to trying to attain great wealth for themselves and committed to doing whatever it takes to achieve the goal of becoming the ultra-wealthy, the new Warren Buffetts, of this generation.

Ultimately, it all comes down to you!

My Contract with My Clients

My current associates and clients know me as ethical, principled and generous. I ask just one thing from investors who want to see for themselves what all the fuss is about: the opportunity to treat them as I demand others treat me, with respect.

My service is, and will always be, restricted to a very select group of subscribers. I will not expand my service beyond a limited number of investors with which I feel comfortable. It is not your typical, common investment newsletter. You will receive monthly updates. They will guide you in our system of seeking to build and to preserve wealth.

Rarely will there be "emergency" updates or fast action you need to take...but it may happen. There could be one of these in the next few years, as the model is picking up some trends that are worthy of concern. No urgent action is required yet, but I am monitoring everything very carefully. Be assured that I will attempt to insulate my clients against loss to the fullest extent possible.

Investor Review

Dave Gagner

Press arrow to hear what Dave has to say

With Doug's Strategies, I Feel Secure About My Money For Retirement

"I have been looking for a way to maximize my 401(k) and IRAs for my wife and I for several years. After researching and testing Doug's strategies in Follow The Fed® Twin Foundations™, I am much more comfortable sleeping at night and feel secure that my money for retirement is working as hard as it can."

Dave Gagner, President
Gagner Enterprises, Inc
Corporate Business Development and Marketing
Potomac, MD

Here's What You Are Going to Get

You will get a financial mini-library of start-up materials that are essential for you to use over the next six months, as you gradually integrate the full system into your portfolio.

Plus, you'll get these Special Reports described below:

Free Follow the Fed® Special Reports ($375 Value)

Follow the Fed®: The Easy Strategy for Building True Wealth™ ($125 Value)

I will include a special BONUS REPORT detailing a simple and easy investment strategy that switches between a large stock index, such as the S&P 500, and a small stock index:

Follow the Fed®: The Strategy to Beat the S&P 500 Using Treasury Bonds and Gold ($125 Value)

I will include another special BONUS REPORT detailing how the Follow the Fed® strategies can be used with Treasury bonds and gold to beat the S&P 500.

Follow the Fed®: Using Asset Allocation to Reduce Risk ($125 Value)

I will include a special BONUS REPORT detailing how various combinations of the Follow the Fed® strategies can be utilized using asset allocation to potentially reduce risk in your investment portfolio as measured by standard deviation.

I normally charge $375 for these reports. But for a limited time,
I will include them FREE as a special bonus.

My Special Limited-Time Offer
Try for 30 Days for Only $19.95

Doug Roberts

I am also offering a special 30-day Trial Membership for first time customers for only $19.95. During this time period, you can test drive membership in our service for less than $2 per day, the cost of purchasing the Wall Street Journal. If, for any reason, you are not fully satisfied with your membership during the 30-day trial period, you can contact us, and you will only be responsible for your $19.95 trial membership fee and will not be charged the normal subscription fee for your monthly or annual membership-no hassles, no hard feelings. You keep the startup materials Special Reports worth over $300 in any case. I believe in my research that much!

Doug Roberts

By selecting one of the options below, you acknowledge that you have read through and understand the terms of both offers as set forth below. You also acknowledge that you have read through and understand our Privacy Policy, Terms and Conditions and Disclaimer.

I would like to order the 30-Day Trial Membership for $19.95 for the Twin Foundations™ Monthly Membership (Regular Cost: $199.00 per month).

Click Here To Order

I would like to order the 30-Day Trial Membership for $19.95 for the Twin Foundations™ Annual Membership (Regular Cost: $5000.00 per year).

Click Here To Order

Source: Channel Capital Research Institute, LLC. Past performance is not an assurance of future results. The performance results shown herein are hypothetical and back-tested and are not that of any fund or account managed by Channel Capital Research Institute, LLC. (Does not reflect performance information for any strategy available for investment).

* Data for Twin Foundations™ drawn from Datastream, Frank Russell Company, Federal Reserve Bank Reports, and other proprietary databases. Data for Follow the Fed® drawn from Datastream, Standard & Poor's, Kenneth R. French PhD – Data Library, and other proprietary databases. Data for the Hedge Fund Toolbox™ drawn from Datastream, Ryan Labs Inc., MSCI Inc., the Federal Reserve Bank Reports, and other proprietary databases. Market indices include dividends except where noted. Actual live signals issued from were used since 2006 (except for the Twin Foundations™ Filtered Conservative and Ultra Conservative Strategies). Live signals for the Filtered Conservative Strategy, the Ultra Conservative Strategy, and the U.S. Equity Market Trend Indicator (MTI) were used since 2007. Live signals for the Hedge Fund Toolbox™ were used since 2008.

How the Test Results Were Obtained – Channel Capital Research Institute simulated results using closing values for the Nasdaq 100, S&P 500, S&P 400, Russell Midcap Value and Russell 2000 Value indices. The test period was from January 1, 1996 through December 31, 2010. Dividends received were included in the overall returns except those returns related to the Nasdaq 100. Interest on cash balances was calculated using 3-month Treasury Bills unless noted otherwise. 3-Month model versions invest "cash" positions in 3-Month Treasury Bills, 5-Year model versions invest "cash" positions in 5-Year Treasury Bonds, and 10-Year model versions invest "cash" positions in 10-Year Treasury Bonds. Returns on Ryan Labs Inc. index data calculated on an intramonth, calendar day basis where possible. Ryan Labs Inc. Treasury Bond Indices (NTSY05, NTSY10, and NTSY30) were used for the 1997-2010 test period. No commissions or fees were charged. Data came from industry sources, but we cannot guarantee their accuracy.

Special Bonus Report Data were obtained from Standard & Poor's, the Kenneth R. French PhD – Data Library, and CCRI proprietary databases. Where available, dividend adjusted returns were included in historical testing.

Nothing in this article should be considered personalized investment advice. Although our staff may answer your general customer questions, they are not licensed under securities laws to address your particular investment situation. No communication to you should be deemed as personalized investment advice.

This work is based upon publicly available information and what we have learned as financial journalists. The model results described in this article are purely hypothetical and may have inherent limitations. They may contain errors and you should not make any investment decision based solely on what you read here. It is your money and your responsibility. Furthermore, we do not warrant or represent that the information contained in this report is correct, complete, accurate or timely. Investments of the type discussed in the report may involve appreciable risks, including the risk that most or all of the investor's principal may be lost. We will not be responsible for any investment decisions, damages or other losses resulting from or related to use of the information we provide.

No representation is made that any account will or is likely to achieve profits or losses similar to those shown, and there are frequently significant differences between hypothetical performance results and those subsequently achieved by following a particular strategy, which can adversely affect trading results. Unlike an actual performance record, simulated results do not represent actual trading. Also, since trades have not actually been executed, the results may not have compensated for the impact, if any, of certain market factors, such as lack of liquidity. Simulated investment programs in general are also subject to the fact that they are designed with the benefit of hindsight. This cannot be fully accounted for in the preparation of model performance results. As with all historical data, past performance is not a guarantee of future results. All investments involve risk including loss of principal.