FAQ

Personal Portfolio Advice

Can you look over my portfolio and give me personalized investing advice?

Unfortunately, I'm not allowed to do that. Due to SEC regulations, my staff and I are prohibited from offering personal portfolio advice or discussing investments that are not specifically recommended in Cash Machine. As a result, the best way to find out what I'm thinking and recommending is to continue reading the weekly updates and newsletters.

Stop Losses

What about protective stop prices on the issues we are buying? Is there some "fire escape" price for each issue at which point we should sell our holdings? Or should we ride out the dips, as long as the business prospects of the issue look good for the long haul?

I normally won't recommend sell stops. If the story is intact, then I believe riding out the dips is acceptable.

Taxable or Tax-Deferred

Could you make it crystal clear for each choice whether it makes the most sense to hold them in taxable or tax-deferred accounts?

Tax treatments change EVERY year and the best way to know what the tax implications are is to visit the homepage of each holding. Usually, they provide very detailed information on tax treatment.

Would it make sense to purchase these income-producing investments in a "retirement" account? Or should they primarily be purchased in a taxable account?

These are ideal for retirement accounts. You don't have to deal with the many tax implications of each class of security.

Bryan's 25% Cash Machine Book

How do I purchase Bryan's 25% Cash Machine book?

Bryan's book discussed how to use high-yield strategies to generate exceptional cash flow and produce long-term capital appreciation. You can purchase Bryan's book at a local bookstore or by visiting here.