How to Subscribe to the Newsletter

Sign up now for a nearly-free trial subscription, or scroll down to see our unique fee and guarantees for full-time subscribers.

Trial Subscription:

You can receive a 2-issue trial subscription for only $1.05. (The Securities' Act Rules on Advisory Publications stipulate that all subscriptions must be pre-paid, and therefore we charge $1.00 plus GST).  

You will get exactly the same investing recommendations that our regular subscribers will get, including the names of the funds, and in what proportions.

To start your trial subscription, click here to make a payment using your Visa, Mastercard, or other credit card (securely, via PayPal):

Or, send your cheque (check) or money order to:
  The October Strategy
  PO Box 3667  
  225 1st Ave. N.W.
  Airdrie AB  T4B 2B8

Please include your e-mail address on your cheque because we publish by email. And  tell us who your present broker is. We won't contact them; we just want to ensure that you have a deep discount broker that won't charge transaction fees.

Remember, to avoid transaction fees for your fund purchases you need to use one of the true no-load deep discount brokerages like TD-Waterhouse, BMO Investorline, CIBC Investor's Edge, Scotia McLeod Direct, Q-Trade, E-Trade, or Credential Direct.

After receiving your payment (whether by PayPal or by regular mail), we'll confirm with an email message to let you know you'll be on the list to receive the next newsletter.

Move your assets into the October Strategy slowly, over a 2 to 3 year period. See the section titled Handling Risk: Have Ultra-Safe Investments Too.

Deadlines:

In using our system, there is a 10 to 15-day window in which to follow the recommendations for buying and selling.

To be sure you get the newsletter in time, we recommend your payment reach us by one of the following dates:

• January 31
• April 30
• October 15

We also send out a newsletter in August, but it has the same message every year: Sell all funds and put the proceeds into a money market fund until you receive our new recommendations in October.

The $1.00 Fee, Unless Our Newsletter Out-Performs, Guarantee

Our newsletter subscription fee structure is unique.  Subscribers are charged on a calendar year basis, with a variable fee, which is set every January based upon how well our model portfolio performed in the immediately preceding year. Our minimum yearly fee is $1.00 (to meet the Securities Act's rules) and our yearly maximum is $400.00 (plus G.S.T. in all cases). In years where our model portfolio beats the median (average) mutual fund in Canada by one percent, our fee for the next upcoming year will be $100.00. When we beat the median (average) by two percentage points, the fee for the next calendar year is $200.00. If we over-achieve by 3%, the fee would be $300.00, to a yearly maximum of $400.00. Fees for partial years are prorated, and two spouses are considered as one subscriber. Subscribers can cancel at any time without hassle, by simply not paying their invoice for the upcoming year.

Dale Rathgeber's personal guarantee is that he will invest half of his portfolio (and the portfolios of his wife and family) in exactly the same way as recommended in the October Strategy, and the other half in fixed income mortgage securities until he fully retires.

We also guarantee that we will remain independent of any mutual fund company, or brokerage firm. That includes the seven deep discount brokers which we presently recommend for the October Strategy. If and when other discount brokers completely eliminate transaction fees, and allow for a money-market September/October fallout, without penalty, we will recommend them as well.

Lastly, if we come across a better system, we will try to adopt it, for the benefit of our subscribers and to maximize our own personal portfolios. Or if we can't do as well, we will recommend that our subscribers switch. We have no interest in having our friends and families in a second-rate system, only to endure their wrath during get-togethers and Christmas dinners. We also invite any economists or financial advisors who have ideas on how to improve on the October Strategy to share those ideas with us.

Privacy & Security

The October Strategy is purely an advisory service, we make recommendations only. We never ask for personal or investment information.

We do not handle your money - we send you a newsletter with recommendations. You continue to buy and sell mutual funds as you did before (assuming you use a no-fee brokerage service). Only the broker or financial professionals you select will be privy to your account information, and be able act on your behalf.

You are free to follow or not follow the recommendations in our newsletters (but for best results we recommend you do, of course).

To start your trial subscription, click here to make a payment using your Visa, Mastercard, or other credit card (securely, via PayPal):

Want more information?

Head to the More Information page, where you can read sample newsletters from the past (these are the ones with the actual buy and sell recommendations). You can also read our Backgrounders, which give you more insight into how the October Strategy works.

Our subscribers say:

"I have followed the October Strategy for five years and my rates of return have been 35%, 5%, 25%, 24%, and 0.5%. This continues to exceed my expectations." Brad Ansell, Steam Engineer, Cold Lake, AB 

 

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