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How To Know Which High-Quality Stocks Represent Good Value

Since 1966 Investment Quality Trends has provided investors the research, analysis and tools to identify high-quality, blue-chip stocks and to know when they offer good value. This is the information you need to make informed buy, sell and hold decisions about stocks for your portfolio.

So see what Barron’s, Forbes, The Economist and many more have said about this unique Service by Subscribing today! Or download a FREE SAMPLE issue. This link can be found at the bottom of the page.

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Investment Outlook

Fed Continues to Increase Rate of Fed Funds

I mean seriously, what did you think they were doing every 6 weeks?

As I have mentioned in this space previously, the current environment is consistent with past environments where the market has declined to varying degrees. This is not to be construed as making a market direction call, merely an observation that the market has declined in a similar environment.

What is analogous to previous market declines is a change in investor sentiment. Stated simply, when investors are feeling confident they have a decidedly “risk on” approach and buy with abandon. When confidence begins to falter investors become risk adverse and sell with equal abandon.

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Asset Management

Private Client Asset Management

The investment management philosophy of IQ Trends Private Client Asset Management (Private Client) is based on the investment concepts illustrated throughout the Investment Quality Trends newsletter, which are based on an original interpretation of the Dividend-Yield Theory, form the basis of the Dividend-Value Strategy.

For more information or contact Kelley Wright at (866) 927-5250 ext 202 or kelley@iqtrends.com.


Upcoming Events

MoneyShow Orlando:  February 7 - 10, 2019

In the current volatile investing environment, you need real, objective, and actionable advice from experts who have weathered all kinds of markets. Be sure to mark your calendars for next year’s conference in Orlando, FL at the Omni Orlando Resort at ChampionsGate from February 7-10, 2019.

Pre-register free today at moneyshow.com, and you’ll receive the latest presenter updates and conference information.Market success is all about preparation. The more in-depth knowledge you gain about the markets, the leading sectors, and the latest investing and trading tools available, the better your chances will be to maximize your returns. Our goal, as always, is to empower you with in-depth education and the specific expert advice you need to manage your assets safely, confidently, and profitably. [Learn more]

The Hulbert 2017-2018 Investment Newsletter Honor Roll

The investment newsletters on the Hulbert 2017-18 Investment Newsletter Honor Roll are those that have produced above-average performance in both above and down markets.

Though this Honor Roll is not the only way of slicing and dicing our performance data, I do urge you to give it serious consideration. Newsletters that have been on past years’ Honor Rolls have, on average, proceeded to outperform other services that did not make the grade.

But I would urge you to pay close attention to the Honor Roll even if the newsletters on it didn’t end up outperforming those that do not. That’s because the “slow-and-steady” Honor Roll newsletters are least likely to be ones that you stop following at inopportune times. That’s important, since the key to long-term success is actually following a strategy through thick and thin. It doesn’t do you any good to follow an adviser with a good rating if you dump him when the markets move against you.

Newsletter Honor Roll

  • Up Market Grade:  96.51
  • Down Market Grade: 80.10
  • Annualized Gain Since April 2000:  +12.0%
  • Risk: 5.05
  • Sharpe Ratio Since April 2000: 0.19

30 Year Performance

Performance through 12/31/2017

Model Portfolio

  • Return:  11.98%
  • Risk Rating:  3.76
  • Sharpe Ratio: 0.20

Performance Since Inception

Performance through 12/31/2017

Model Portfolio

  • Tracking Began: December 1985
  • Gain: 11.79%
  • Risk Rating: 3.86
  • Sharpe Ratio:  0.19
  • Wilshire 5000 Gain:  10.62%
  • Wilshire 5000 Risk Rating:  4.35
  • Wilshire 5000 Sharpe Ratio:  0.16

Performance Since Inception

Performance through 12/31/2017

Lucky 13 Portfolio

  • Tracking Began: December 1999
  • Gain: 11.63%
  • Risk Rating: 3.77
  • Sharpe Ratio:  0.23
  • Wilshire 5000 Gain:  5.82%
  • Wilshire 5000 Risk Rating:  4.28
  • Wilshire 5000 Sharpe Ratio:  0.10

Performance Since Inception

Performance through 12/31/2017

The Timely Ten Portfolio

  • Tracking Began: August 2006
  • Gain: 10.26%
  • Risk Rating: 4.04
  • Sharpe Ratio:  0.21
  • Wilshire 5000 Gain:  8.97%
  • Wilshire 5000 Risk Rating:  4.26
  • Wilshire 5000 Sharpe Ratio:  0.17
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