Looking for a review of Charle’s Mizrahi’s American Prosperity Summit presentation?
I recently received an email inviting me to the summit and seeing that Sarah Palin, Sen. McCain’s running mate in 2008, was involved, I decided to take a closer look.
In this article, I will be providing you with an overview of the presentation to enable you to decide whether there are worthwhile investment opportunities to be had. Also keep reading to learn more about Sarah’s involvement in this.
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What is the American Prosperity Summit?
The American prosperity Summit was hosted by John Burke and Sarah Palin, featuring investment guru, Charles Mizrahi. Besides touting his investment strategy, the presentation was meant to promote Mizrahi’s newsletter, the Alpha Investor Report.
Chances are, you are familiar with Sarah Palin as she was Sen. John McCain’s running mate in the 2008 presidential elections. She also served as the governor of Alaska between 2006 and 2009.
The presentation kicks off with Sarah and John bemoaning the volatile nature of the economy these past few months and how that has affected retail investors:
“Americans from all walks of life helplessly watched as our economy came to a screeching halt. Businesses were forced to shut their doors, millions filed for unemployment, and the stock market crashed … turning financial dreams into financial nightmares.”
But, they have a solution; a way to save the retail investor from financial ruin while enabling them to profit immensely from the market.
This help comes in the form of a “weapon” that Sarah has been using to make money in the equities market.
Now, this is all meant to spark interest in an investment strategy that she has supposedly used to profit while most other investors and traders were losing money. John audaciously claims:
“And Sarah, you have a big goal … to show each of our viewers how they can make $1 million over the next few years. Finally, you’re going to see how Sarah Palin is using this secret weapon to reach her financial goals in less than 10 minutes a month.”
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But before they get into that, they discuss how you, a retail investor, only have two ways to go about investing:
- Option 1: Hire a financial advisor and entrust them with your finances. The downside is that you give up some of your profits as fees. On top of that, you have to come to terms with the fact that active managers hardly generate alpha and tend to be outperformed by passive investors.
- Option 2: Go about it yourself; research the market and somehow settle for even lower returns. John pulls out a study to support this:
“A new study shows that they [retail investors] only average a 4% annualized return. So, let’s show the math again. Instead of an 8% return [earned by professional money managers, on average], they get about a 4% return.”
And this is compounded by the fact that you have to spend many hours working.
So what is Sarah’s secret weapon?
Relying on an investment guru like Charles Mizrahi for investment advice.
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How Mizrahi picks his stocks
Mizrahi is mainly concerned with beating his benchmarks, or what other industry insiders call “generating alpha.”
To achieve that, he has crafted a strategy that leads him to stocks that, overall, earn returns greater than 100%.
It is broken down into three steps:
Step 1: Find stock in an “Alpha Industry”
“the stock has to be in an Alpha Industry. Here’s what I mean … the company is in an established, but growing market. With technology, I’m looking for companies in 5G, artificial intelligence and cloud computing. In health care, I’m looking for companies that are in precision medicine and treating the millions of baby boomers.”
Step 2: Focus on companies with good leadership.
“I look for Alpha Management. In other words, I look for companies that have CEOs, and a leadership team, with great track records of increasing revenue, earnings and share price over time…”
Step 3: Analyze the financial health of the company.
“I look for Alpha Money. In sum, I want to make sure the company is financially sound. So I study the balance sheets, the income statements and the cash flow statements. I also read all the notes to the financial statements. Then I dive into the 10-Ks and read every word management has disclosed about the business.”
Through this technique, Charles has identified one company that he thinks is going to be a decent addition to his portfolio.
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America’s “Alpha Stock”
Charles Mizrahi has identified one stock that he wants his readers to get in on as soon as they finish watching the presentation.
He drops a few hints about it in the presentation:
“This Tennessee-based company already employs 33,000 hardworking Americans, and it meets all my alpha stock requirements. It’s in an Alpha Industry … a $708 billion market that’s at the core of our economy. So, it’s a stable industry that’s growing in good times and bad.
And get this … this company … my No. 1 stock pick … has virtually no competition. In fact, Home Depot tried to compete with them by opening a series of specialty stores, only to close them a year later.
This company also has Alpha Management. Seasoned leaders who have already proven experience growing companies such as Home Depot and eBay as their stocks skyrocketed
And it has Alpha Money. Over the last five years, the company’s revenues have increased an average of $424 million a year, as its profits soared to just under $1 billion a year. But Wall Street is pricing it as if it weren’t making any money at all.”
Unfortunately, those details are quite vague and Charles fails to provide more pointed clues, thus, I couldn’t determine what Tennessee company he was talking about. I suppose the only way to find that out is to read the report he has written about it titled America’s Alpha Stock: The Company Leading a $708 Billion Revolution.
To get your hands on it, you have to subscribe to the Alpha Investor Report (more on this below).
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Who is Charles Mizrahi?
Charles Mizrahi is a senior investment analyst at Banyan Hill Publishing. He has more than 35 years of experience in the financial services sector, majority of which he has spent recommending stocks.
He has the ability to find ongoing money-making opportunities, which he has been doing since he was 20. He began his career in the New York Futures Exchange and went on to become a money manager.
He worked for major firms like Goldman Sachs, Credit Suisse and Citibank before he decided to quit and, instead, help out retail investors. He has published a book called Getting Started in Value Investing.
He now edits premium investment newsletters like Alpha Investor and 8-Figure Fortunes. He also contributes to the free newsletter called Winning Investor Daily.
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What is the Alpha Investor Report
The American Prosperity Summit was really about promoting the Alpha Investor Report, which is one of the premium newsletters that Charles publishes via Banyan Hill.
When you sign up for it, you can expect to receive:
- Twelve Monthly Research Briefings: Every month, he sends you an 8-page briefing outlining the market trends you should look into as well as the stocks you should buy up.
- Model Portfolio: You gain access to the portfolio that Mizrahi has been building since he started offering the newsletter. It includes all the stocks that are on his “buy now” list, also providing you with the prices at which you should buy and sell.
- Weekly Updates and Alerts: Each Wednesday, he sends you a video where he updates you on market events and how they will affect your portfolio.
- Access to the Members-only website: This is a user portal replete with research briefings, special reports, and the model portfolio.
- Daily Market Briefings: As a member of Alpha Investor, you also qualify for a free subscription to the Winning Investor Daily.
In addition to the above-listed benefits, you also receive two bonus reports (free of charge). They are True Alpha: How to Spot Stocks That Will Soar 5-Fold and
The Power of Compounding: How to Build a $1 Million Retirement.
Subscription Fee
The annual subscription fee is $47
Refund policy
The Alpha Investor has an unconditional one-year (365-day) money-back policy.
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Conclusion
The American Prosperity Summit by Charles Mizrahi of Banyan Hill features a well-known figure, Sarah Palin, to give it credibility. This has been done before by other investment gurus like Alex Green in The Great American Wealth Project (features Bill O’Reilly) whereby they bring in former politicians and influential people to sway your opinion of them and regard them as trustworthy.
However, when it comes to investing, reputations don’t matter and it all boils down to having a good investment strategy.
To be fair to Mizrahi, he has an investment strategy that entails him picking stocks that are likely to generate alpha (or simply beat the market) when held in the long term.
Enticing as that sounds, bear in mind that active managers have been predominantly outperformed by passive investors over the past few years. This goes to show that you should temper your expectations as you invest in his newsletter.
That being said, Mizrahi is an experienced money manager and professional investor and you’d be better off trying out his $47/yr newsletter than time the market on your own.
Before you go…
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This made us 6-figures in the last 3 months:
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