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Insiders Portfolio

We Buy When the Insiders are Buying - Heavily. Up +47% in 2013

What if you could generate effective investment ideas from the people who know a stock best? You can. History shows that when a company's management team is buying its own stock, that stock tends to outperform. The Insiders Portfolio buys what the corporate insiders are buying, but only when they are buying heavily!

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  • -5.27%

    YTD Performance
  • 5.20%

    365 Day Realized
  • 17.5%

    Avg. Trade Gain
  • 308

    Total Trades
  • 44.20%

    Win Percentage
  Symbology Position Quantity Entry Exit P/L ($) P/L (%) Entry Date Exit Date
TRMK Long 1334.03 $23.92 $23.83 $-120.06 -0.38% 05/12/2014 07/14/2014
PENN Long 2618.79 $12.07 $11.57 $-1,309.40 -4.14% 06/30/2014 07/14/2014
RUTH Long 2601.45 $12.16 $11.97 $-494.20 -1.56% 05/19/2014 07/14/2014
GTI Long 3008.18 $10.71 $10.12 $-1,774.83 -5.51% 05/05/2014 07/10/2014
TTS Long 2196.42 $14.56 $14.02 $-1,186.07 -3.71% 05/12/2014 07/07/2014
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Insiders Portfolio by Dave & Donald Moenning

The Insiders Portfolio focuses on those stocks where the people who know the company best are buying - and buying heavily.

In his book, Investment Intelligence from Insider Trading, Nejat Seyhun, who just happens to be a leading researcher in the field of insider buying and selling, illustrated that when top executives bought large amounts of their company's stock, the stock outperformed the broad market by +8.9% over the next 12 months. And given that the long-term average annual return for the stock market has been +9.5% over the past 70 years, this means that stocks with heavy insider buying produce returns that are 93.7% higher than the market indices.

And then on the other hand, when an insider sold large amounts of his/her stock, Mr. Seyhun found that the stock under-performed the market by -5.4%, which is nearly 60% less than the market returns.

In addition, corporate insiders are often considered the "smart money" by Wall Street. For example, the research firm of Ned Davis Research reports that corporate insiders tend to be "relatively bullish at lows and relatively bearish at tops."

In light of this information, we think it makes perfect sense to (1) invest in stocks where the corporate insiders are buying and (2) avoid any company where the insiders are selling.

Thus, we created the Insiders Portfolio to incorporate insider buying signals into one supercharged portfolio. And supercharged it is. Take a quick glance at some of our most successful positions since we started the service. We're not trying to brag, only trying to show how powerful insider buying signals can translate to realized gains:

So, while the stock market can be challenging at times, the strategy that our Insiders Portfolio utilizes has proven successful. More importantly, perhaps, is that the strategy works in most every market environment. For example, according to our research, those stocks where corporate insiders were buying heavily have returned +27.7% per year since early 1992, which is nearly three times the buy-and-hold return of +9.86%. In addition, the portfolio of insider stocks actually went up handsomely during the brutal bear market of 2000-2002.

The best part - managing a portfolio focused only on stocks which corporate insiders are buying heavily is not difficult – thanks to State of the Market’s Insiders Portfolio.

How the Insiders Portfolio Works

The strategy is easy to summarize: Instead of owning the biggest companies in each sector - as the S&P 500 Index does - our plan is to own the companies in which the corporate insiders are buying - and buying heavily.

Every week the computers scour the available research on insider buying and selling to locate the list of stocks with heavy insider buying signals.

From there, our team painstakingly reviews each of these stocks on an individual basis. We evaluate the companies from a technical perspective, review their earnings strength using our proprietary rating system, and finally, we make sure each stock checks out using our long-term fundamental model.

While it takes an enormous amount of time and energy, the goal is to identify the stocks which insiders are buying heavily, evaluate which stocks are the most attractive, and then pick our best ideas for inclusion into our Insiders Portfolio.

Let's Talk Live Performance

We’ve been running the Insiders Portfolio live, available to the general public, since December 15, 2008. We are so confident in this portfolio that we are not afraid to show you exactly what we’ve been able to achieve for our subscribers from the beginning of the service until the present day. Below are the results for the Insiders Portfolio from 12/15/2008 – 12/31/2013.

The System Works

Even before we decided to go "live" with this concept, we hired the largest institutional research firm in the country to conduct an independent test of the system. The test found that by making small adjustments to the portfolio each week, the system had exceptionally impressive results.

To sum up, between March 6, 1992 and September 30, 2008, which was a period that contained three of the greatest Bull Markets of all time and one of the worst Bear Market in a generation, the strategy would have produced acompound average annual gain of+27.7%per year (a rate at which your money would double every 2.6 years).

Another great way to show how significant insider buying signals can really be is shown here. Below is a table outlining the average annualized returns for each rating category, as determined by historical testing performed by one of the country's largest independent institutional research firms.

Risk Management Strategies Are Built In

With one of the worst Bear Markets in history still fresh in investors' minds, perhaps the best advice we can provide individual investors is this: Stop Feeding the Bears!

As the saying goes, "sometimes the best offense is a good defense." So, in addition to a powerful stock selection strategy designed to outperform by a wide margin in bull markets, the Insiders Portfolio also has a risk management strategy built into the portfolio for when the bears begin to growl.

Our disciplined sell strategy is actually pretty straightforward. We have no tolerance whatsoever for stocks that are not technically healthy from a chart standpoint. Thus, whenever one of our holdings moves into a downtrend or breaks important support -- we sell the stock, no questions asked.

While it may sound simplistic, this "bottom up" or stock-by-stock approach to managing risk causes us to automatically reduce exposure to market risk during bear markets. And since one of the best ways to make money in the long run is to avoid losing big money in the short run, this approach is an easy way to protect your net worth during bear market periods.

What You Receive

When you sign up for Insiders Portfolio, your subscription will include the following:

1.  Real-Time Trade Alerts - We send a trade alert via email before every trade we enter. These live alerts tell members exactly what we are about to do and why we are doing it before we issue the actual trade into Marketfy's system. Each trade alert will include:

    • Instruction
    • Company Name
    • Ticker Symbol
    • Position Size

2.  Daily Current Strategy & Portfolio Update – Each morning we send out a recap of the portfolio, which includes daily market commentary, a roundup of the portfolio’s holdings, and an update of our year-to-date performance.

3.  Dave Moenning’s “Daily State of the Markets” Newsletter - Dave Moenning's daily column features market analysis and commentary each morning before the opening bell. His column is a great way to learn the ins and outs of the stock market and what makes it tick, without investing hours in research and analysis.

Let’s Talk Price

The Insiders Portfolio is a "pro level" portfolio that can easily replace your broker recommendations and those underperforming mutual funds in your portfolio, we don’t make it nearly as expensive. We also understand that everyone has a different schedule and a different budget. So, we’ve made the Insiders Portfolio available in three different pricing plans, tailored to suit your needs:

Monthly - $49.95

Quarterly - $119.95

Annual - $409.95

As always, we offer a 30-Day Money Back Guarantee to let us show you how we can help you become a better investor, risk free.

Wishing you green screens in your investment endeavors,

David & Donald Moenning 

What you get with Insiders Portfolio

  • Trade Alerts

    All trade alerts are verified by Marketfy’s proprietary technology that tracks, verifies, and delivers alerts in realtime via email, text message, and the Marketfy activity feed.

  • Education

    Learn about the markets in the fastest, most effective way from mavens and other industry experts. Whether you want to learn to trade full time or just generate an extra monthly income, the education will shorten your learning curve and improve your results.

  • Blog Posts

    Receive access to Dave & Donald Moenning's latest blog posts as well as an archive of [his/her] past entries. These blogs will help you keep up with insights on past trades, thought on current market conditions, and will update you on Dave & Donald Moenning's upcoming events and appearances.

  • Portfolio

    Maven portfolios are generated automatically by Marketfy’s verification technology - removing all human error and manipulation. The full performance history compiles every trade alert issued and are 100% transparent.

Latest Activity from Insiders Portfolio

Options and stocks involve substantial risk and are not suitable for all investors. Subscribers are urged to evaluate any strategy prior to use to understand the risks and suitability for their personal investment use. Please read Characteristics and Risks of Standardized Options prior to investing in options.

If you engage or plan to engage in auto-trading of any strategy, please refer to All About Auto-Trading.

This portfolio is a sample “paper” portfolio for informational and educational purposes only recommended by Dave & Donald Moenning as representative of Insiders Portfolio and is not tailored to the individual circumstances or investment needs of any subscriber. This portfolio does not represent an actual portfolio held by Dave & Donald Moenning, and the performance of this portfolio is not necessarily the performance experienced by Dave & Donald Moenning with respect to [his/her] securities holdings and trades. Dave & Donald Moenning may have a financial interest in the recommendations [he/she] makes as [he/she] may hold or trade some of the same securities for [him/her]self, family members and [his/her] clients.

It should not be assumed that future recommendations will be profitable or will equal past performance. As with any potential opportunity to earn profits, there is a risk of loss.

Is This Product For You?


  • Trading: Stocks
  • Asset Class: Options, ETFs
  • Frequency: Long Term Investing, and Swing Trading


  • Experience Level: Beginner, Intermediate
  • $25k in Trading Account


  • Learn to trade Options & ETF effectively.
  • Make that money, honey!

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Trading Style & Goals

Trading Style:

  • Type of Trading: Stocks.
  • Frequency of Trading: Long Term Investing, and Swing Trading.

About the Maven

Dave & Donald Moenning

Dave and Donald Moenning are a father-and-son duo who specialize in growing their clients' portfolios in any market condition.

Dave is a full-time money manager and the President and Chief Investment Strategist of my Chicago-based Registered Investment Advisory firm. He began his investment career in 1980, and have been an independent money manager since 1987. Thus, Dave has been live on the firing line and investing for a living for more than two decades.

Donald Moenning, Dave's son, is the head of equity research at Heritage Capital Management, a Chicago-based investment management firm. Donald holds degrees in economics and business leadership from the University of Puget Sound, lives in Denver, and is an avid snowboarder.