Helping Self-Directed Investors Succeed About Us Page

Our Mission is completely focused on helping the self-directed individual investor.

We cater to the serious self-directed individual Stock and ETF investor. Our only mission is to help self-directed investors succeed in their investing endeavor.

We consider our mission successful if a self-directed investor is able to benefit from our offerings in this site in managing their own Stocks and/or ETF Investments.

InvesTrak - E-Newsletter

We publish the InvesTrak E-Newsletter that explores investment opportunities in US Stocks and ETFs that provide exposure to Global Markets.

We truly believe your subscription to InvesTrak will be a valuable addition to your investing tool kit. InvesTrak is effective because it is concise and tailored to today's self-directed investor who doesn't have much time to read through loads of information available online.

In our 17-year investing journey, we have found "investing noise" to be a major detractor for self-directed investors in achieving their investing objectives. InvesTrak focuses on the essentials, cuts all the noise and presents opportunities for self-directed investors to explore further.

We absolutely believe sound, simple investment strategies have often yielded better results over a longer time frame. Combining a sound strategy with disciplined application of the strategy is the key to investing success.

InvesTrak features ETF Model Portfolios, Stock and ETF Watch Lists based on time-tested investment strategies which have worked for numerous successful investors including ourselves. We believe these can work for you too!

As an InvesTrak subscriber, you can immediately start tracking our long term ETF Model Portfolios based on effective asset allocation strategies that have provided respectable returns. If you are an active investor, you can take advantage of our Monthly Stock and ETF Watch Lists which explore opportunities that we believe exist in the market for both tactical and long term exposure.

Please click here to signup for our free E-Newsletter.


As self-directed investors ourselves, we manage our own money with the expertise we have built over these years researching and investing in Stocks and ETFs.

We have learned important lessons in our investing journey and we continue to stay humble so more learning can happen. But, we are confident after years of watching and investing in the Market that we'll be able to offer incredible value to self-directed investors.

We initially started off researching and investing in Stocks from early 2000 during the dot-com bubble era. Undoubtedly, like many investors, we learned many painful lessons that woke us up and started looking at markets differently.

Later, with the rising popularity of ETFs, we seriously began researching and investing in ETFs from May 2004. We found that investing in ETFs could be a very effective and also less-risky way to invest in the markets if proper strategies are adopted that are based on strong asset allocation principles.

Sharp E-Newsletter for the Savvy Self-Directed Investor

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