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.


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.

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John Dobosz discusses the art of dividend trading. You want to have a value play that can be defined as a stock that is priced cheaply compared to the revenue.

Stocks that pay dividends have specific repeatable patterns that can be exploited. When the yield is large enough dividend-paying stocks tend to attract buying.

Mike Larson argues that the debate between buy & hold and market timing is often misplaced. Instead of buy & hold, investors should focus on buy and manage.

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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