Today, investors have greater access to information than any previous time in history. With just a few short keystrokes on a computer keyboard, investors can tap into the global arena of advice, analysis, ideas, opinion and statistics.
To help our readers better visualize our approach, IQ Trends produces proprietary charts that graphically display the data presented in our data tables. Unique to our charts are the areas of Undervalue and Overvalue dividend yield that overlay the price history in stair step fashion, as illustrated in the TJX Company Inc. (TJX) chart below. These charts cannot be obtained from any other source.
Information about a publicly traded company from any point on the globe is readily available from no fewer than a dozen financial portals and websites. In the majority of cases this information is redundant due to the fact that the origin of the data and information is the annual reports to regulators or from the corporate websites of the respective companies.
The downside of this information windfall is that much of it is reformulated, regurgitated and rehashed. Indeed, it is rare to find information that is unique, original and that contributes significantly to an investor’s primary goal -- realizing a return on investment.
The Investment Quality Trends approach rests squarely on the twin pillars of quality and value. Our Criteria for Select Blue Chips is our filter to identify quality and our Profiles of Dividend Yield is our metric to identify value.
The Investment Outlook can be found in each issue, and is where our Editor presents his thoughts on the general state of the markets, a specific stock or industry, or a discussion about value identification and our methodology.
Since assuming the helm as Managing Editor in 2002, Kelley Wright has penned the majority of commentaries, which have ranged far and wide afield. Whether didactic, philosophical or with a touch of whimsy, Kelley most definitely has never been one at a loss for words.
The Lucky 13 appears in the January issue of the newsletter and shows 13 stocks we think can outperform the market.
In short, The Lucky 13 has been extremely successful and not surprisingly, quite popular. While not every stock in each Lucky 13 portfolio has been a winner, there have been sufficient winners in each group to produce 15 years of positive total returns, twelve of which have exceeded 10%.
Performance data for the Investment Quality Trends model portfolio is compiled and maintained by the Hulbert Financial Digest, an independent third party.
The benchmark index for the Investment Quality Trends model portfolio is the Dow Jones Wilshire 5000 Total Market Index. Since 1986 the Investment Quality Trends model portfolio has demonstrated, on average, approximately 15% less risk than the Dow Jones Wilshire 5000 Total Market Index.
Whether you are looking to build a portfolio from scratch, are partially invested and looking to add new positions, or are fully invested and merely in need of some affirmation and hand holding, The Timely Ten presents our top ten recommendations as of each issue.
Short of utilizing the personal investment management services of our sister company, IQ Trends Private Client Asset Management, this is as close to real time as you can get.