STOCKS, STRATEGIES

Joseph Belmonte

Founder,

Buffett and Beyond Research

  • Founder, Buffett and Beyond Research
  • 40 Years Stock Market Experience
  • Foremost Expert on the Continuing Research and Practical Application of Clean Surplus Accounting

About Joseph

Dr. Joseph Belmonte, founder of Buffett and Beyond Research, is the world's foremost expert on the continuing research and practical application of a financial research model known as Clean Surplus Accounting. Dr. Belmonte's Doctoral research along with 40 years of stock market experience and 18 years of actual portfolio implementation found that with the change of just one statistic in the research methodology, the resulting returns were and still are among the best in the world.

Joseph's Videos

You can outperform any ETF or index by selecting the best stocks in that ETF or index. The Buffett and Beyond Clean Surplus Finance model has outperformed the S&P 500 by almost 3 to 1 on a compounded basis since 2003. When this methodology is applied to ETFs, we can outperform almost all industry and index ETFs. Over a 5-year period, Buffett and Beyond model portfolios have outperformed some ETFs by as much as a 3 to 1 margin. If you want to differentiate yourselves in the ETF marketplace, this is the strategy for you.
You can outperform any ETF or index by selecting the best stocks in that ETF or index. The Buffett and Beyond Clean Surplus Finance model has outperformed the S&P 500 by almost 3 to 1 on a compounded basis since 2003. When this methodology is applied to ETFs, we can outperform almost all industry and index ETFs. Over a 5-year period, Buffett and Beyond model portfolios have outperformed some ETFs by as much as a 3 to 1 margin. If you want to differentiate yourselves in the ETF marketplace, this is the strategy for you.

Buffett and Beyond's methodology allows you to outperform the S&P 500 index without taking on more than market risk. Their long-term hold strategy has outperformed the S&P 500 index by two-and-a-half to one on a compounded basis since 2003 without taking on more risk than the S&P 500 index. With their new ETF returns, Buffett and Beyond allows you to select the best stocks in any ETF and outperform that ETF by up to 300% in a five-year period.

Buffett and Beyond's research uses a unique efficiency and comparison ratio, based upon Joseph Belmonte's Doctoral (PhD) research, which changes one critical number from both Warren Buffett's own unique filter and the previous published PhD financial research. This one change allows their portfolios to consistently outperform not only the market averages, but also the master himself, Warren E. Buffett.



If you want to live on the beach like Jimmy Buffett, you've got to learn how to invest like Warren Buffett. Well, almost. Buffett and Beyond Research is designed to guide investors and professionals alike in designing their own growth stock portfolios while at the same time, outperforming 96% of all the professionals out there in investment land. Their buy and hold returns have outperformed the S&P 500 index by 2 to 1 on a compounded basis since 2003 without taking on more risk than the S&P 500 index. Buffett and Beyond Research uses a unique efficiency and comparison ratio based upon financial Doctoral research which changes one critical number from both Warren Buffett's own unique filter and the previous published Ph.D. financial research. This one change allows Their portfolios to consistently outperform not only the market averages, but also the master himself, Warren E. Buffett.


Live Now

Money, Metals, & Mining Virtual Expo

April 20 - 22, 2021