“Active” would be relevant in that context.
All Top Picks are focused on long term investing.
We do not provide trade recommendations.
If you have concerns over portfolio allocation and risk management, we suggest working with a registered financial advisor.
Sometimes buy below prices never hit — and if they do not, we don’t always opt to include them in the CML Pro Top Picks portfolio.
Any changes to the underlying thesis will be published to all CML Pro members with an explanatory dossier when/if that time comes.
If you are a member, you can see the complete history of any ticker by clicking the ticker on “Top Picks” to expand the dossier list. From there, you can see the add date to the portfolio and price, as well as the close date and price if applicable.
Dates and prices were verified by third party auditing firm Krost: https://www.krostcpas.com/
If you require a copy of the 5 year report, for now, you can request those by emailing support at firstname.lastname@example.org.
There are a few requirements:
- You must send the request from the email address that is your User ID for CML Pro.
- You must include your First and Last name, User ID, and which reports you are requesting in the body of the email.
- You must attach a photo with you holding your state issued photo. We must be able to read your address and driver’s license number. Your personal copy will be watermarked with this identification information.
Gottlieb does share his current position on each stock at the time of publication on each dossier.
Additionally, he usually shares his current portfolio allocation during each quarterly webinar, but he does so at his discretion.
To change your user ID, update your email and click “Save Profile”
Update your payment method, review renewal details, or cancel your account under the “Subscriptions” section:
We do not answer questions about stocks individually, Top Picks or otherwise, as we have an obligation to present any new information to the entire CML Pro community at once.
You can submit your questions ahead of time via email or via the Q&A during the live session.
Please keep an eye out for your webinar invitation each quarter for further details.