For the second consecutive year, our monthly investment newsletter, the Investor Advisory Service, has been named to the Hulbert Financial Digest 2011 Investment Newsletter Honor Roll.
There are only six newsletters included in this year's honors, so this is indeed a prestigious list. To be included on the Investment Newsletter Honor Roll, newsletters must show above-average performance, on a risk-adjusted basis, in both up and down markets over the past twelve years. This is a remarkable achievement for any financial professional or publication. As Hulbert notes, one of the top-performing newsletters of 2009 was one of the worst-performing newsletters of 2010. Investors who chase returns from "hot" newsletters probably won't earn the level of returns they may expect, since these don't usually offer consistent returns. However, as Hulbert shows, a newsletter with slow and steady results like IAS can outperform the market on a regular basis, and this is a laudable accomplishment: if the returns of all newsletters were distributed randomly, many more should be able to post the kind of returns that IAS has earned for subscribers. The fact that only a few newsletters make the list demonstrates that it really "means something."
The Investor Advisory Service has been eligible for this accolade for only two years because Hulbert began tracking the Service in 1998, so we're two for two. Even better, of the fund and equity newsletters named to the 2011 Investment Newsletter Honor Roll, the IAS posted the second-best performance in "Annualized Gain of Domestic Equity Portfolios" since June 30, 1998 (we missed the top spot by one-tenth of a percent!). We ranked third in "Grade in Up Markets" during the same period.
Looking at the numbers, according to the Hulbert, an investor following the IAS’s picks could have earned an annual 9.4% total return during the period from June 30, 1998, through November 30, 2010. This is considerably better than the Wilshire 5000 Total Stock Market Index return (with reinvested dividends) of 2.8% during the same timeframe.
The firm of Seger-Elvekrog provides market commentary and three in-depth stock analyses for each issue of IAS, following an unbiased, long-term growth stock investing approach. Each stock pick is accompanied by a thorough assessment of the company's fundamentals and an evaluation of the projected risk and return for the stock over the next five years, along with a completed stock study from our Toolkit 6 software.
A disciplined approach to stock selection and analysis can generate results that are superior to the gains earned by passive investment strategies. By focusing on the quality of growth and management, we have consistently uncovered companies that outperform their peers and the overall market — all for the benefit of our subscribers.
Available in both print ($399/year) and online ($299/year) editions, the Investor Advisory Service is published monthly, with additional alerts and updates provided regularly for subscribers. For more information or to subscribe, visit http://www.iclub.com/IAS/ or call 1-877-33-ICLUB. StockCentral subscribers can save 50% on an IAS subscription -- visit the Discounts page to retrieve the necessary promotion code.