Joel Litman Launches Timetable Investor with 3 Stock Secret Strategy by Steadyincomeinvestments.com

Joel Litman, a Certified Public Accountant (CPA) and member of the Global CFA Institute with over three decades of experience in finance, has announced the launch of Timetable Investor, a new financial research service designed to provide a simplified, data-driven approach to stock market investing. The service introduces Litman's "3-Stock Secret," a strategy centered on three carefully selected investments aimed at helping individuals navigate market volatility and achieve sustainable long-term growth.

Background on Joel Litman and Altimetry

Joel Litman brings a wealth of expertise to Timetable Investor. Beginning his career in 1991 with tax work for prominent Chicago traders, Litman advanced through roles at leading financial institutions, including Deloitte, Credit Suisse First Boston, American Express, PriceWaterhouseCoopers, KPMG, and Ernst & Young. His work as a strategic advisor and forensic accountant has earned him a reputation among major money managers, with clients such as BlackRock, Vanguard, Fidelity, JPMorgan, Pimco, Goldman Sachs, and UBS relying on his insights. Litman co-founded Altimetry, a financial research firm that employs a proprietary system analyzing 130 earnings data points across more than 6,000 U.S.-listed companies to identify investment opportunities with strong earnings potential.

Litman's personal journey adds depth to his mission. Raised in Waterville, Maine, he witnessed the financial struggles caused by his father's poor investment decisions, which fueled his commitment to developing strategies that protect and grow wealth. His experience teaching at prestigious institutions, including Harvard, Wharton, Kellogg, the Pentagon, and the U.S. Marine Corps War College, further informs his approach, blending academic rigor with practical application.

The 3-Stock Secret: A Simplified Investment Framework

The cornerstone of Timetable Investor is the "3-Stock Secret," a strategy that distills investing into three core components: a high-performing stock fund, a low-risk yield-generating asset, and a dividend-paying investment. Unlike traditional portfolios requiring dozens of holdings, this approach emphasizes simplicity and efficiency, designed to capture significant market gains while providing stability in turbulent times.

1. The World's Greatest Stock Fund: This investment is described as a collection of top-tier businesses with exceptional earnings potential, identified through Altimetry's forensic accounting system. The fund, accessible via any brokerage account, carries a low annual fee of 0.03%, making it a cost-effective option compared to the 1-2% fees charged by many advisors or funds. With 40% of its revenue derived internationally, it offers a hedge against fluctuations in the U.S. dollar. Litman notes that the fund's structure aligns with investment principles endorsed by Warren Buffett, who reportedly plans to allocate a significant portion of his personal wealth to a similar fund.
2. Better Than Cash: This asset, purchasable through a brokerage account with a ticker symbol, is designed to deliver consistent monthly yields while remaining insulated from stock market volatility. Litman highlights its stability, noting that it maintained its value during the market downturn in March 2025, providing a reliable income stream for investors seeking to shield a portion of their portfolio.
3. Banker's Reserve: The third component is another non-market-correlated investment that offers robust monthly dividends, compounding wealth outside the stock market's fluctuations. Like the "Better Than Cash" asset, it aims to provide steady growth and income, enhancing portfolio resilience.

The "3-Stock Secret" is supported by Altimetry's Wealth Foundation Tool, an online worksheet that helps subscribers determine optimal allocation across these investments based on their financial circumstances. The strategy is designed to capture the market's largest single-day gains--critical for long-term returns--while minimizing exposure to volatility through the two income-focused assets.

Timetable Investor Service Components

Timetable Investor offers a comprehensive suite of resources to guide subscribers in implementing the "3-Stock Secret":

• The 3-Stock Secret Report: This detailed guide provides the ticker symbols for the three investments, allocation recommendations, and timing strategies for deployment. It outlines how to set up the portfolio in any brokerage account, whether with Fidelity, Vanguard, Schwab, or others, emphasizing ease of execution.
• Monthly Timetable Investor Updates: Subscribers receive regular updates on the three investments, including any adjustments needed based on market conditions, ensuring the strategy remains aligned with current dynamics.
• Hidden Alpha Newsletter: A monthly publication offering recommendations for shorter-term, large-cap stock trades to enhance portfolio returns. At signup, subscribers receive four trade ideas expected to be held for 3 to 18 months, depending on market conditions.
• The 200% Stock Market Boost Report: This bonus report details a strategy to potentially increase stock market returns by allocating 10-20% of the stock portfolio to Altimetry's high-potential, shorter-term trades, complementing the core stock fund.
• Altimetry Lite Database: A simplified version of Altimetry's proprietary system, accessible via a webpage, allows users to input S&P 500 stock tickers and receive an A-to-F grade based on earnings performance and valuations. This tool empowers subscribers to evaluate stocks independently.
• Additional Bonus: An exclusive, undisclosed resource, previously valued at $2,499 at investment conferences, is included to further support wealth-building efforts.

The service is backed by a 30-day money-back guarantee, allowing subscribers to request a full refund through Altimetry's Maryland-based customer service team if the strategy does not meet their expectations.

The Altimetry Advantage: Forensic Accounting

Altimetry's strength lies in its forensic accounting methodology, which analyzes 130 earnings data points to uncover discrepancies in corporate earnings that Wall Street often overlooks. This approach aims to identify companies with undervalued earnings potential, positioning them for significant growth.

The Altimetry Lite tool extends this capability to subscribers, enabling them to assess S&P 500 stocks for potential winners or risks. Litman's system is informed by his extensive experience and the success of his institutional clients, who rely on Altimetry's insights to guide billions in investments.

Strategic Timing and Market Insights

Litman emphasizes the importance of staying invested to capture the market's biggest single-day moves, which can significantly impact long-term returns. He references the April 2025 S&P 500 surge of 9.5%, one of the largest since World War II, to illustrate how missing such days can halve returns over decades.

The Timetable Investor service provides specific timing recommendations for deploying capital into the three investments, adjusting based on market conditions to optimize performance. This focus on timing, combined with the stability of the "Better Than Cash" and "Banker's Reserve" assets, aims to balance growth and security.

Alignment with Established Investment Principles

Litman aligns his strategy with principles endorsed by prominent investors, including Warren Buffett, who reportedly plans to use a similar fund for 90% of his non-Berkshire Hathaway wealth, and other figures like Charlie Munger, John Bogle, Jeremy Siegel, and Burton Malkiel.

This alignment lends credibility to the "3-Stock Secret," positioning it as a disciplined, long-term approach rather than a speculative venture. Litman's emphasis on low fees and simplicity contrasts with the high costs and complexity of traditional advisory services, appealing to investors seeking efficiency.

Subscription and Accessibility

Timetable Investor is available through a subscription model, with pricing details provided via Altimetry's secure online order portal. Previously accessible only at $2,500 investment conferences or to Litman's personal network, the service is now offered at a discounted rate to broaden access.

The subscription includes immediate access to all reports, tools, and monthly updates, with no requirement for subscribers to overhaul existing portfolios. Litman encourages starting with a modest investment to test the strategy's effectiveness.

About Altimetry

Altimetry, co-founded by Joel Litman and Rob Spivey, a CFA Charterholder, is a leading financial research firm specializing in forensic accounting. Serving over half of the world's 300 largest money managers, Altimetry's proprietary system analyzes thousands of companies to provide data-driven investment insights. The firm's commitment to transparency and rigorous analysis underpins its offerings, including Timetable Investor and Hidden Alpha.

Disclaimer: This press release, titled 'Joel Litman Launches Timetable Investor with 3-Stock Secret Strategy', is distributed by Steadyincomeinvestments.com for informational purposes only. It does not constitute an offer to sell or buy any investment products or take part in any transactions involving securities. The content of this press release is not intended as legal, financial, or investment advice, and should not be considered as such. Information contained within this release is not guaranteed for completeness or accuracy, and potential investors should not rely on it for making investment decisions. Please consult with a legal or financial advisor for any further inquiries or guidance. For more information, reach out to Steadyincomeinvestments.com at info@steadyincomeinvestments.com.

Remember, potential investors should perform their own due diligence and consult with their professional financial, legal, and tax advisors before making their decisions.

Disclosure Clause

This press release may contain forward-looking statements. Forward-looking statements describe future expectations, plans, results, or strategies (including product offerings, regulatory plans and business plans) and may change without notice. You are cautioned that such statements are subject to a multitude of risks and uncertainties that could cause future circumstances, events, or results to differ materially from those projected in the forward-looking statements, including the risks that actual results may differ materially from those projected in the forward-looking statements.

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