Arbor Investment Planner

– Education, Empowerment, and Guidance  –

Membership Levels

Arbor Investment Planner

– Global Deep Value and Dividend Growth Investing –

Membership Levels

Arbor Investment Planner

– A Value Investing Guide: Portfolio & Risk Management –

Membership Levels

AIP Content Page

Investment Analysis, Portfolio Management / Asset Allocation, Risk, Value Investing, Investment Basics

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Value is not the same as price. Value investing strategies will help you buy investments when the odds are heavily in your favor for above average returns.

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Investment Analysis

Investment analysis of financial statements, fundamental value analysis, enterprise value, market cap, cash flows, etc.

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Risk Management from a value investing point of view. Topics include risk control strategies, capital preservation, diversification rules, etc.

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Portfolio Management

Investment portfolio management theory, strategies, and concepts every investor needs to know.

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Investment Basics

Basics of investment concepts, strategies, and truths that will improve the knowledge and stills of the individual self-directed investor.

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Arbor Investment Planner

– A Value Investing Portfolio Management Guide –

The Arbor Investment Planner is a value investing guide for educating and empowering individual investors to self-direct their investment portfolio. Education begins with our two Investing Blogs:

AAAMP Value Blog

Dividend Value Builder Blog

The Arbor Investment Planner is different from other services because of its emphasis on value and price, capital preservation, and investing with a margin of safety. These principles are applied to our asset allocation and individual stock selection in the Arbor Asset Allocation Model Portfolio (AAAMP) and our individual stock selection in our 3 DVB Portfolios.

The AAAMP is a real-time portfolio that is a part of my personal retirement plan. I share the portfolio with my membership. This includes a detailed asset allocation, individual percentages allocated to each investment, and precise instructions (trade alerts) to any changes I make in the portfolio.

My objective is to provide an easy to follow portfolio management guide for self-directed investors. My subscribers have varying amounts of time to do their own research (most are busy being successful in other areas). But everyone can use a stabilizing voice of reason when it comes to keeping their emotions in check, especially at critical moments (i.e. market tops, market lows).

My goal is to make you a better investor. I take pride in providing members who want to learn, and become better value investors, the resources to do so. I believe I can keep you focused on the long term. Many times that means doing the opposite of what most investors are doing. In addition to sharing the portfolios, I share my insights as to what I’m thinking and why I’m taking each action. Then you make your own decisions!

I put special emphasis on value and price.  I pay particular attention to maintaining a margin of safety. I focus on the long term because large drawdowns are devastating to building long term wealth. That may mean forgoing gains when when assets are expensive, but be willing to invest aggressively when the odds are heavily in the investors favor (bargain prices).


Arbor Asset Allocation Model Portfolio (AAAMP)

The AAAMP has no restrictions. I go anywhere in the world I can find value with a margin of safety.

15 year track record of low volatility and long term high returns.

Benefits of AAAMP:

Easy to Follow.

You Stay In Control of Your Portfolio.

Long term record of low volatility and above average performance.

Maximum flexibility in asset allocation.

Low Volatility: Flexible Asset Allocation based on valuations.

Maximum flexibility in geography.

Maximum flexibility in selecting sectors and industries.

Maximum flexibility in individual stock selection.

Maximum flexibility to invest with a margin of safety.

Trade Alerts on an as needed basis means maximum flexibility in taking advantage of opportunities due to volatility.

Risk management is the my first priority in management of the AAAMP portfolio. The biggest risk of investing is permanent loss of your investment capital.  Most investors believe volatility = risk. I believe volatility = opportunity.

Many investors fear volatility because they allow their emotions to cause them to make bad decisions at key moments (i.e. market tops and market bottoms). Poor decisions such as buying expensive assets and selling bargain priced assets is caused by investor behavior, not by volatility.

Your membership means you will have a voice that will help you stay grounded when others are buying at high prices or selling at distressed prices.


AIP Membership Plans

If you have any questions feel free to contact me at



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