What’s Included…

Weekly Updates
› Analysis on the market
› Updates on the stocks in the portfolios
› Delivered in video and written formats

Real-time Buy and Sell Alerts
› At least 15 new stock recommendations annually that include in-depth analysis
› Real-time alerts when market conditions warrant an immediate update

Special Reports
› Several multi-page reports throughout the year focused on our megatrends

Ongoing Portfolio Updates
› Highlighting performance and insights into the megatrends and stocks

Quarterly Video Conferences with Matt and Featured Analysts

Made For Investors Who…

› Investors looking to build long-term wealth by owning innovative, trend-driven companies.
› Anyone tired of Wall Street noise and looking for independent, credible research.
› Beginners and experienced investors who want actionable ideas with long-term upside.
› Beginners who want clear, educational insights and experienced investors who want an edge.
› Anyone who wants to learn how to invest smarter - a key pillar to all services is education along with actionable ideas.
› Long-term thinkers who understand that big returns take time, patience, and a plan.

What’s Included…

› Tailored for Today’s Volatility - Designed specifically for a market that’s up one day and down the next
› Short-Term Focus - Trades typically last days to a few weeks - not years
› Proven Strategy - Built on 20+ years of market experience and the principles from Matt’s first book The Swing Trader’s Bible
› No Day Trading - No need to be glued to your screen - perfect for active investors with busy schedules
Technical and Tactical - Uses chart patterns, momentum, and smart timing to find quick-hit gains

Subscribers Will Receive
› On average - several swing trades per month - we are not promising a set number because the market will dictate when opportunities arise
› Real-time buy and sell alerts that include exact buy and sell targets - clean entry and exit points without any guessing
› Every buy and sell alert will be followed with a video breakdown of the chart to earn the “why” behind every trade

Made For Investors Who…

› Investors that want to be more active without making trading a full-time job
› Those looking to turn market volatility into profits, instead of fearing it
› Anyone who wants crystal-clear, step-by-step guidance on swing trading opportunities
› Subscribers who value quality over quantity and prefer fewer, stronger opportunities

What’s Included…

Weekly Updates
› Summary of what’s driving the markets and how it affects our portfolios
› Timely commentary on the biggest innovated trends we are following
› Actionable guidance - any portfolio moves that need to be made immediately
› Released in video and written formats
› Continuing education on a variety of investment topics

Real-time Buy and Sell Alerts
› At least 15 new small-cap stock recommendations annually

Watch List
› Access to a curated Watch List of promising stocks not yet officially recommended, giving you a behind-the-scenes look at Matt’s ongoing research

Portfolio Access
› Access to all current and future portfolios, with detailed entries for each stock included ticker symbol, buy-up-to price, stop-loss, and target price.

Made For Investors Who…

› Individuals looking to get in early on disruptive trends
› Those looking to build long-term wealth through exposure to small-cap growth stocks
› Patient, forward-looking investors who want to profit from the biggest trends from the beginning
› Readers that appreciate educational insights and a look into the future of investing as much as they do actionable stock ideas - Matt breaks down the why, not the what.

What’s Included…

Overview
› An options research service that concentrates solely on LEAPS (long-term equity anticipation security)
› LEAPS are an entry-level options strategy that is available for every type of investor
› The long-term strategy can multiply stock gains without the pressure of day trading or weekly options
› Built for busy investors that want to profit from the long-term innovation trends without checking the account every day
› Designed for the investor that is searching for compounding returns with minimal capital at risk

Bi-Weekly Updates
› A detailed analysis of each open position in the portfolio
› Commentary on the big picture with an emphasis on volatility and the options market
› A look at new possible trades and setups we are watching for future addition to the portfolio
› Available in video as well as written format

Made For Investors Who…

› Investors looking to build long-term wealth by owning innovative, trend-driven companies
› Anyone tired of Wall Street noise and looking for independent, credible research
› Beginners and experienced investors who want actionable ideas with long-term upside
› Beginners who want clear, educational insights and experienced investors who want an edge
› Anyone who wants to learn how to invest smarter - a key pillar to all services is education along with actionable ideas
› Long-term thinkers who understand that big returns take time, patience, and a plan

What’s Included…

A Curated Portfolio of 10+ Stocks
› Handpicked each December, these companies are selected for their potential to double the return of the S&P 500 in the year ahead.

Diversified and Strategic Selection
› Each pick is chosen for business strength, innovation, and growth potential — not hype — with the goal of maximizing upside while mitigating risk.

Monthly Research Updates
› Delivered in both written and video formats, featuring in-depth reviews of each holding, analysis of performance, and insights on market trends driving your portfolio.

Real-Time Market Commentary
› Stay informed with timely updates on news, catalysts, and opportunities affecting your positions.

Made For Investors Who…

› Want a high-conviction, research-backed portfolio built to outperform the market.
› Prefer a clear, structured strategy designed to capture returns from powerful megatrends.
› Value diversification and disciplined risk management alongside aggressive growth potential.
› Appreciate monthly expert guidance to stay aligned with fast-moving market dynamics.

Special Situations Portfolio

Overview

The Special Situations Portfolio gives you access to Matt McCall’s most selective, market-driven opportunities - from stocks and options to unique ETFs and, when available, private investments. Every trade is based on deep research and strict criteria, with the goal of delivering meaningful gains while protecting your capital.

Whats Included:
› Your All-Access Pass to Matt’s top-tier ideas
› Timely buy and sell alerts - no forced monthly trades
› In-depth research reports detailing all new trade ideas
› Flexible, “go anywhere” approach allows the targeting of multiple asset classes and sectors to maximize the opportunities

Real-time Buy and Sell Alerts
› Premium-level communication so you never miss a move

Monthly Updates
› Video and written transcripts with a complete breakdown of the overall portfolio strategy as well as details on each investor opportunity and specific holdings

Private Dealbook

Overview

Get In Before the IPO - Where the Real Fortunes Are Made

With Matt McCall’s Private Dealbook, you’ll discover the groundbreaking companies shaping the future before they ever hit Wall Street. From AI to clean energy, biotech to blockchain, we target the private market sweet spot- backing visonary founders early and riding their growth all the way to the top

› Gain access to a once-closed world - the world of private inesting is no longer off limits to everyday investors
› Some of the biggest gains happen before the IPO - many of today’s fastest-growing companies are staying private longer, helping the early investors reap the majority of the gains

Subscribers Receive:
› Several pre-IPO recommendations per year with detailed instructions on how ot buy into the privates deals
› Invest along Matt - he will be puttig his own money at the same price as subscribers
› Monthly updates on the world of private investing and the companies in the portfolio