FREQUENTLY ASKED
QUESTIONS (FAQ)
Please find below a list of some frequently asked questions regarding Milton Berg Edge
and their answers:
Q: How are clients alerted if Milton’s model provides a signal change? An email or a post on the website?
A: Milton will post all new reports under the Newsletter tab on the Edge website. This includes all Model Update reports related to signal changes. Subscribers will be notified via email when new reports become available on the website and will receive such notification as soon as any new report is posted.
Additionally, Milton will release a newsletter any time that a buy or sell signal occurs with the model, even if off cycle from his regularly planned publishing schedule.
Q: Can you explain the timing of model signal announcements?
A: Buy signals are typically confirmed by mid-morning, once our data vendors complete processing the prior day’s market data. While we would prefer signals to be available immediately after the close, the models were designed around this workflow due to the substantial volume of data that must be collected, processed, and validated each day. We appreciate your patience and understanding, as this process helps ensure the accuracy and integrity of the signals we provide.
Q: I just signed up for the service, and the model is already on a buy. Do I enter the SPY at the current levels even though the buy date was a while ago?
A: A buy signal from the model indicates whether investors should be long the S&P Index, usually through the low-fee VOO ETF. An investor’s existing long market position is already in line with the model, however the remaining gains for a current buy signal cannot be known, so entering a market position in the middle of a buy signal period most likely will not provide the same gains as the historical (hypothetical or actual) record but may still be profitable before a sell signal is triggered. Starting a new investment position in this scenario will need to be a personal decision on the part of the investor.
Q: Will the model generate a sell signal after a specific percentage dip, and is this dip a cumulative or a single day one?
A: The model does not have a fixed percentage decline rule in place for exiting a long position, although there have been percentages used in some examples. The model has the ability to adjust the exit level based upon conditions. Having said that, any decline percentage is measured from a prior high while the model is on a buy signal and is not tied to a one-day change, so it is cumulative since the high.
Please note that the model history is hypothetical and uses closing prices on the day for all signals, whereas in real time the trades occur on the following day.
Additionally, Milton will release a newsletter any time that a buy or sell signal occurs with the model, even if off cycle from his regular monthly publishing schedule. Any subscriber’s decision to "sell and move to cash" based upon any criteria, but not related to actual model signals in the newsletter, is their own decision.
Q: Are there any free trials for the Milton Berg Edge service?
A: Unfortunately, Milton is not offering free trials for his new MB Edge service, since it is only $10/month with no obligation to continue. If you subscribe for an initial month, you will see all previously released Q&A and Model Update reports along with any additional publications that come out in the next 30 days from the date of signup. You may cancel the service in subsequent months if you are not happy with the product. He may at some point release some sample publications in the future so please feel free to check back on the website if you need to see some sample reports before committing to the $10 investment.
Q: Do you also have a WhatsApp or Facebook group?
A: No, we only have the miltonbergedge.com website (for the retail product), miltonberg.com (for the institutional product), the @BergMilton account on X.com, and @miltonbergadvisorsllc on YouTube. Milton also has an account on LinkedIn that is not used for public posts.
Links to the X, YouTube, and LinkedIn accounts are available on both websites.
We are aware of imposters pretending to be Milton in a WhatsApp group, as well as imposters that we are frequently reporting on X. Some of these imposters claim to be managing money or recommending individual stocks, which are two things that Milton does not do, especially in special groups. Please do not join or follow any of those imposter groups, as they are trying to scam the participants.
Q: Are there plans to expand the service with additional levels or service offerings?
A: One or more advanced tiers to the Milton Berg Edge service are being considered, although there are no official plans to introduce new levels at this time. Any formal plans will be posted on the website, and we will notify all current clients at the time of introduction if and when any additional offerings become available.