I'm Very Blessed To Be Part Of The Founding Members

Aloha Dan and team! I'm very blessed to be part of the founding members! I'm also thankful to Adam, who worked with me during an acute medical issue, to make sure I was a member. Ironically when I first learned about you, Dan/the relaxed investor, I thought you were too prideful and hesitated to buy any of your programs. But after reading through your free reports, attending seminars, and listening closely to your investing nuances and experience it became clear that we both shared similar things … one of which is PROOF! Honestly I believe it is priceless to have an evidence-based trading system that can also be updated as necessary to verify its algorithm/strategy is still working efficiently. I have purchased a different company's product years ago, and even though it is also algorithm-based and capable of backtests, it is NOT in the same league in regards to customizations, testing and real results … and that's prior to salivating over the 1/2hr data and cyber code coming soon. My desire for truth has led me to improve in many areas of my life and now has led me to you and my financial growth… and my trade account has been growing quickly. I am now cautiously optimistic. Aloha and God bless.

I Very Much Admire Your Approach and Love Your Tried and Tested Strategies

Hi Dan, My portfolio is only small and frankly i did not do very well.
I more and more stepped out of the market and let the bank manage my money. Only recently, using the Portfolio Boss Devine Engine i shrugged off some of the fears and got back. Back into this crazy market we are in right now. And i am very happy that i did. My portfolio gained 9.8% in the first 6 weeks of 2021, even while i am only 60% invested. I am not the day trader type and stick to a strategy with periodically switching. I very much admire your approach and love your tried and tested strategies. Thanx for your commitment!

It Is Amazing What You and Your Team Have Accomplished In a Short Amount Of Time

Good morning Dan. Nice job on the call yesterday. I am very excited for the cyber code deployment. It is amazing what you and your team have accomplished in such a short amount of time. You have given the small investor a chance to make money consistently and safely. Before purchasing Portfolioboss I never had a strategy. I was consistently moving from one shiny thing to another. Buying access to strategy after strategy, news letter after news letter. I had come to the realization that no matter what I did the cards were stacked against me. Then on day, I stumbled across your website “million dollar target”. For whatever reason, I started to following your posts and blogs. Always looking forward to the next. They resonated with me. They were so different from everything else that was out there at the time. I slowly started subscribing to your solutions over the years and slowly started building confidence and most importantly, making money. Oh how far you have come! As a member of Unite and Founders Club, I feel there is no limit of what we can accomplish together. The only fear I have, is there a world that you sell Portfolioboss to a hedge fund or private investor, and me and the other founders lose access? I know you have said that you would never do that, but the thought is always on my mind. 2020 has been a banner year! With the launch of founders club and the ability to let the “Boss” create the strategies for me, I have made about $80,000. Recouping my investment in the Boss and much more. From a percentage standpoint I am up about 80% for the year. Need I say more. Dan thank you for everything!

So Got Back On The Horse Like Seabiscuit Closed The Year Up Over 30%

So when I purchased the initial BOSS ( before AI added) I was was very conservative – using smaller amounts traded DB transactions, Oracle , SMI (SPY) SMI Stocks – Anyway made back in the 1st year the cost of subscription. 2020 turned out to be a GREAT GREAT trading year although FEB again made me have my doubts- but had faith in the concept and models, back testing and consistence over the years of what was possible. So got back on the horse and like Seabiscuit closed the year up over 30%. Would have been even larger but did not cease trading SMI and SMI stocks which held me back since was in Bonds when the market took off . Also only invested a fixed amount rather than reinvesting winnings.. However from Dec 1 2020 through today have made $50,000 each month ( including FEB) in 3 days. A couple of reasons – DB transaction was gang busters, I for some reason started using ATLAS orders again, and I created using the Boss a couple of my own models using a created portfolio ( from another service who list 26 relative best performers each month ( If we have the 1 on 1 can give you more info.) So from using only $400,000 ( added about $200,000) towards end of 2020) have made over $250,000 in 13 months. I continue to trade 7 strategies now, some trade once per month, others every day. The key is fully trusting that in some models' there was no losing years or very few and that allows me the confidence to look at the long rule. One final thing – you asked if your folks if they were not making money – if they followed the models they should have – unless they got locked into the SMI indicator and other models that uses SMI.. I dropped using SMI and related models when you provided Boss 100 and Boss 100/500 models which I switched to. Anyway thanks to you and the team for what you do , for the training you provide and hopefully will report to you by end of year that we made FY money. Stay safe.

I Honestly Can't Imagine Not Having Portfolio Boss In My Life

I honestly can’t imagine not having Portfolio Boss in my life—and pray it never goes away—since it has made such an impact on my trading success. I have a robust 29 strategies running that gives me the peace of mind that even in a crazy volatile market, I can count on stable returns for as long as I’m alive. I love that Portfolio Boss continues to evolve and provides the opportunity to continue creating strategies that pull money from the market!

Hi Dan, Happy Groundhog Day From The Snowy Suburbs Of Chicago!

2020 was truly a breakout trading year for me: 72% in a Roth IRA – giving thanks to God for William Roth! Tax-free! I have also been trading an SPY/QQQ multi-strategy using micro e-minis with ever so slight leverage. I have been burned in the past using too much leverage. I'm very curious to see whether the cyber code can find some tradable SPY and/or QQQ strategies. I have started working on a framework for increased charitable giving and very excited about the possibilities. Looking forward to 2021. Thank you for the Founders Club plaque and for a truly tremendous trading tool, Dan and team! Best regards.

I Couldn't Be Happier Working With Portfolio Boss

Dear Dan, I couldn't be happier working with Portfolio Boss.  I have been with your team since its inception. I go way back and I can tell you that I have had many subscriptions and many money managers throughout my trading career of over 30 years.  What I learned from all of them combined pales in comparison to what I learn from you.  

I love your core ideas of:

– Relaxed Trading
– Rigorous BackTesting
– AI evaluation
– Portfolio & Strategy Switching (with so many levers to tweak and experiment with.)
– Addition of new Instruments like Crypto Currency & BitCoins
– While continually honing in on efficient trading by minimizing draw-downs and maximizing returns.

I get far better sleep and am even pursuing my PhD in Quantum Integrated Medicine while trading with your fabulous tool and incredible observations that you continue to share with us. Thanks is too small a word – but since I can't come up with much else. So, I'll just say many thanks.  Also, I've attached a copy of my picture with the founder's plaque your team sent me. Warm Regards & Best Wishes to everyone on your team and most of all to you.

More Than Happy With The Current Results and The Performance / Results Achieved To Date

Hi Dan, Am currently trading a couple of Systems that “THE BOSS” came up with, And am more than happy with the current results and the performance / results achieved to date. Trading as a business, and as in any having the correct tools makes all the difference. Find the type of trading that suits you, whether it’s day trading in chat rooms trading stocks like Gamestop. GME, or whether a slightly longer term approach works for you. A funny story there is a company on the ASX ( Australian Stock Exchange ) with the same stock code as Gamestop (GME.ASX) this company is not related in anyway in to Gamestop. In fact this company Mines Nickel and yet this stock almost doubled just because it had the same ticker GME as GameStop and had to be placed in a trading halt. My point I prefer to be removed from the daily NOISE of chat rooms and the like. When I came across Portfolio Boss the thing that intrigued me was that the software was different It had the ability to rank Stocks based on different criteria. The rest as they say is history. Thanks Dan, keep up the good work.

I Certainly Owe You After All The Money You Have Helped Me Make Over The Years

Hey Dan, Here is a quick photo of me with my plaque. I also have been meaning to send you a note about my story, which I certainly owe you after all the money you have helped me make over the years. When I started trading with you a few years ago I had never bought or sold a stock on my own before. Back then you were doing swing trades on the S&P, and that got me started with some very clear signals that earned me some nice early profits. I continued following your services as you evolved over the next few years from the S&P focus to trading various indexes and stocks with programs like Crash Canary and Atlas Order and finally landed on DB Transactions, which has served me well for several years. Then you came up with Portfolio Boss and I learned how to use it to generate my signals and saw my profits get more consistent. My trading moved to the next level when I decided to join the Unite program and become a member of the Founder’s Club. That opened up the full set of PB tools and all your available programs for me. I started trying them out over time with good results and a few ups and downs with the market the last couple of years. This past July I decided to ramp up the focus on my trading by tracking my daily progress across all my strategies. The timing couldn’t have been better as the market was just taking off after the COVID crash. I experimented with a few different strategies until I landed on one that stood out above the rest and focused my efforts on it for the remainder of the year. The results were amazing. I saw my account increase by 50% between July and December. I actually made significantly more money during this time from trading than I did from my regular job, which pays quite well itself. I know it was a unique time in the market with the central banks blowing a very big bubble, but the point is that by applying The Boss I was able to turn that event into a stunning profit. I am now seriously considering the possibility of retiring soon and just focusing on trading if I continue to see results like these. I would not have thought I would be in that position yet, and it is thanks in large part to these tools that you have so generously shared. Dan, I really can’t thank you enough for the financial difference that you have made for me and my family. All the best!

Been Doing Very Well Following The Boss

Hi Dan, Big shout out from Canada eh. Been doing very well following The Boss. I used The Boss to build a strategy that trades the Canadian Index TSX for part of my account. Its been doing very well averaging 18-20%. As we know the DB strategies, Ping Pong, and others are killing it, with returns over 40%. On a personal note, I retired in 2020, after successfully hitting my number. Thanks to Portfolio Boss. In March 2020, during that drop in the market, we had some losses in February and March, I stopped trading because I was so close to retirement. I didn’t want to suffer heavy losses. That said I missed the summer and fall rally. I deviated from a winning strategy and missed part of the most amazing rally ever. It is tough trying to ignore those pesky personal biases. Thanks The Boss Team for all you do.

Thank You For Your Willingness To Help Others and Your Dedication To Them

Dan, I have been following you for quite a few years. I struggled along most of those years but your videos and letters gave me hope and guidance. Since the boss has come out things are a lot more consistent but I am still very cautious and limit my exposure. Too many hard lessons learned in the past I guess. I wish I was the profit machine some of your members are but… I run a business of my own so can’t dedicate as much time to your training as I would like or need but I am confident when I retire soon that a constant income will be there. Your DB Platinum is working great. I try to develop my own strategies but have now found the right set up yet. It is fun to try though. Thank you for your willingness to help others and your dedication to them.

The Structure In Your Trading System Would Help Any Trader

Hi Dan, I have been significantly distracted because of covid from learning all the possibilities of the Boss, but what I have used and learnt helped me to have my best 7 digit year! What impresses me most is that I was able to do this while only being 2/3 invested at one anytime. I bought my first shares 43 years ago at the age of fifteen. Over those years I have found to be a successful trader it requires a disciplined approach to all the various steps in a trade. Your simplest SPY system helps me deal with my largest trading weakness and that is to stay in the trade until it’s done. The structure in your trading systems would help any trader. Thank you!