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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

Battle Line Clearly Drawn In Two Competitive Camps

Expansion vs. Last Gasps of Bull Market

Fifty-three years ago, on April 1, 1966, the first issue of Investment Quality Trends was published. At that time the investment newsletter world consisted primarily of The Value Line Investment Survey and Richard Russell’s Dow Theory Letters.

What was unique about Investment Quality Trends, known more commonly today as IQ Trends, was that it was designed specifically for the professional investment community, and its publisher and editor was a woman.This latter fact wasn’t widely known until 1977 when G Weiss, the pseudonym used by Geraldine Weiss, was introduced to the investing public by the late Louis Rukeyser on Louis Rukeyser’s Wall $treet Week television program.

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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

Upcoming Events

MoneyShow Las Vegas:  May 13-15, 2019

For almost 40 years, MoneyShow has empowered individuals with a passion for investing with face-to-face access to the brightest minds in the financial industry. This is a great opportunity to hear real-time analysis and recommendations from true experts. Being able to ask them your specific questions, is invaluable.

This May 13-15, I encourage you to join me at Bally’s/Paris Resorts for The MoneyShow Las Vegas where I will share my latest market analysis and how our approach to dividend-centric value investing can help you profitably manage your portfolio during these volatile times.

Get Your FREE Ticket!

Learn more about Kelley's speaking events >

The Hulbert 2018-2019 Investment Newsletter Honor Roll

The investment newsletters on the Hulbert 2018-19 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:  53.18
  • Down Market Grade: 98.36
  • Annualized Gain Since April 2000:  +11.3%
  • Risk: 4.18
  • Sharpe Ratio Since April 2000: 0.21

30 Year Performance

Performance through 12/31/2018

Model Portfolio

  • Return:  10.98%
  • Risk Rating:  3.81
  • Sharpe Ratio: 0.19

Performance Since Inception

Performance through 12/31/2018

Model Portfolio

  • Tracking Began: December 1985
  • Gain: 11.16%
  • Risk Rating: 3.88
  • Sharpe Ratio:  0.18
  • Wilshire 5000 Gain:  10.05%
  • Wilshire 5000 Risk Rating:  4.35
  • Wilshire 5000 Sharpe Ratio:  0.15

Performance Since Inception

Performance through 12/31/2018

Lucky 13 Portfolio

  • Tracking Began: December 1999
  • Gain: 10.84%
  • Risk Rating: 3.77
  • Sharpe Ratio:  0.21
  • Wilshire 5000 Gain:  5.11%
  • Wilshire 5000 Risk Rating:  4.28
  • Wilshire 5000 Sharpe Ratio:  0.09

Performance Since Inception

Performance through 12/31/2018

The Timely Ten Portfolio

  • Tracking Began: August 2006
  • Gain: 9.91%
  • Risk Rating: 4.07
  • Sharpe Ratio:  0.20
  • Wilshire 5000 Gain:  7.60%
  • Wilshire 5000 Risk Rating:  4.27
  • Wilshire 5000 Sharpe Ratio:  0.15
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