Thank you for visiting our website. Our mission at Joseph & Company is to develop a better way to invest for the average investor - this means investing should be less costly, take less time, and produce great results.
One way we intend to achieve this mission is through our publication, Joseph's Portfolio & Commentary, where we publish confidential information about a real money portfolio owned and managed by Joseph D. Allen.
We believe that results speak for themselves. Since tracking of the portfolio began on January 1, 2008, through December 31, 2014, the portfolio has experienced an overall gain of 221.2% versus 63.4% for the S&P 500 – a cumulative overperformance of 157.8%, or 10.8% per year (see the portfolio's complete track record here).
Unfortunately, Joseph is not able to invest your money for you. However, by subscribing to Joseph's Portfolio & Commentary, you are able to copy his every move.
Here's how it works. Joseph researches investment opportunities and makes decisions regarding a real money portfolio of investments. Whenever he decides to buy or sell investments, Transaction Alerts are sent to subscribers, allowing them to take the same action in their own accounts. Since Joseph's target number of transactions is ten per year (a transaction is a buy order or a sell order), keeping up with Joseph should not require much time and effort from subscribers.
In addition to Transaction Alerts, we also send Quarterly Updates in May, August, and November, as well as a more extensive Annual Letter in February.
Do you need to be an expert investor to invest alongside Joseph? No. It has never been easier or cheaper for people to purchase or sell investments. Today there are many reputable firms offering low-cost brokerage services.
We understand that you probably have many questions, and we want to answer them. To contact us, you can email us at email@example.com, or use the contact form found on this page. We will do our best to respond as quickly as possible.
The team at Joseph & Company, LLC