![]() Their long-term “buy and hold strategy” is different from most stock newsletters which use trailing stops to reduce investment losses. If you buy a Stock Advisor pick, plan on holding it for several years. Motley Fool Stock Advisor recommends Wall Street stocks they believe will outperform the S&P 500 index for the next three to five years. But others may be brand-new to you but are leaders in their industry. You might be familiar with several companies that Motley Fool Stock Advisor recommends. Most Stock Advisor monthly stock recommendations can be in one of these industries: One reason is that you get two monthly stock picks. ![]() Motley Fool Stock Advisor is one of the best investment newsletters for most investors. If you are looking for more detailed investment advice than you’d get from a platform like Kiplinger’s Personal Finance, here are some of the best investment newsletters. ![]() As a reminder, also make sure to do your due diligence and research each stock to decide if it’s a good fit for your portfolio. These newsletters are also affordably priced, letting you use them if you invest small amounts of money. Each investment newsletter recommends at least one new stock each month. Steve Goldberg is an investment adviser in the Washington, D.C., area.These newsletters cover a variety of the best investment strategies on Wall Street to help you build a diversified stock portfolio. Any newsletter can have a bad year, and short-term returns aren’t predictive of anything. If you decide to subscribe to a newsletter, resolve to stick with it for at least two or three years. Instead, the letter will continue to offer its analysts’ gold-rated funds- an approach that has produced market-beating returns. It ranks number 16 based on raw returns.Įditor Russ Kinnel recently discontinued the letter’s model portfolios. On a risk-adjusted basis, it ranks number six among the 47 letters Hulbert has tracked for at least five years. But the letter has exhibited just two-thirds of the volatility of the index. Over the past five years, it has returned an annualized 11.2%, an average of 5.5 percentage points less than the S&P 500. Morningstar Fund Investor draws on about 100 Morningstar analysts for its selections. The letter mostly uses exchange-traded funds, which stay recommended for two years, on average. The letter’s recommendations have been one-third less volatile than the S&P index, helping propel InvesTech to the number-two ranking in Hulbert’s universe on a risk-adjusted basis. Over those years, the letter ranks number three among the 25 fund letters Hulbert has followed that long. Thanks to some awesome market calls, InvesTech’s recommendations have returned an annualized 8.7% over the past 15 years-an average of 4.1 percentage points better than the S&P. His mix of fundamental and technical indicators strikes me as well thought out. Jim Stack’s InvesTech Research newsletter, whose motto is “safety first,” is no stranger to readers of this column. In terms of absolute returns, the letter ranks sixth on Hulbert’s list on a risk-adjusted basis, it ranks fifth. Over the past 15 years, the letter’s portfolios have returned an average of 7.2% annualized, beating the S&P 500 by 2.7 percentage points per year and doing so with 15% less volatility than the index. As befits a newsletter that recommends Vanguard funds, Wiener eschews market timing and, on average, holds funds nearly four years. But so does his fund selection, which includes a longtime overweight in health care stocks. Vanguard’s low costs give him a huge advantage. The letter costs $100 a year.ĭan Wiener, editor of the Independent Adviser for Vanguard Investors, has built his success largely by investing in-of all things-Vanguard’s actively managed funds. Lowell wins special kudos for performing well even though he limits his picks to Fidelity funds, which have been only so-so performers in recent years. His five portfolios hold funds an average of 1½ years. Editor Jim Lowell offers solid investment advice amid a sea of nautical metaphors.
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