Newsletter Performance

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.

The Numbers Are In!

According to Mark Hulbert and The Hulbert Financial Digest, our Model portfolio routinely out-performs the S&P 500, as you can see in the table below as of 7/31/2020:


IQT Model

S&P 500

3 Years



5 Years



10 Years



15 Years



20 Years



30 Years



Want more data? Download the complete newsletter history (1992 - 2019)

newsletter performance chart
  • The Investment Quality Trends model portfolio for performance tracking purposes consists of all the stocks in the Undervalued and Rising Trend categories.
  • The Dow Jones Industrial Average (DJIA) is a price-weighted index composed of 30 of the largest, most liquid NYSE and NASDAQ stocks.
  • The S&P 500 Index is an unmanaged index commonly accepted as the performance benchmark for US stocks.
  • The NASDAQ Composite Index measures all the common stocks listed on the Nasdaq Stock Market.
  • The Dow Jones Wilshire 5000 Total Market Index (WIL5K) represents the broadest index for the US equity market, measuring the performance of all US equity securities with readily available price data.

Investment Outlook

investment outlook articles by Kelley Wright

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

the lucky 13 stocks that will out perform the market

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%.

The Timely Ten

the timely ten undervalued stocks

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.

About the Charts

about the charts

In each issue, with the exception of the first of the quarter, IQ Trends publishes four of our proprietary charts. These charts range from new entries into the Service, new entries into the Undervalued category or modified Profiles of Dividend Yield, companies in the Timely Ten, or companies that exhibit characteristics that show promise.

As a value added benefit to our subscribers, IQ Trends now allows access our archive of proprietary charts. No longer will subscribers have to wait for their favorite company to fall into one of the above mentioned categories for its chart to be published.