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.

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

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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!

MoneyShow Orlando

February 8 - 11, 2018

There is no better time or place to find 100+ stock, fund, and ETF picks direct from the pros to fine tune your strategies for 2018 than at The MoneyShow Orlando. From February 8-11, you’ll learn from a stellar lineup of financial experts including Larry Kudlow, Ed Yardeni, Dan Fuss, Jeffrey Saut, Jon Najarian, Sam Stovall and many more!

In addition to the 200+ workshops, inside the Interactive Exhibit Hall you’ll find new tools, products, and ideas to help you improve your overall performance. And don’t miss our NEW special events Women on Wealth, Market Cap Summit, The All-Stars of Options Trading,  just to name a few. Register to attend FREE TODAY!

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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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