Investment Outlook

Fed Continues to Increase Rate of Fed Fund

I mean seriously, what did you think they were doing every 6 weeks?

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! Or download a FREE SAMPLE issue. This link can be found at the bottom of the page.

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! Or download a FREE SAMPLE issue. This link can be found at the bottom of the page.

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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.

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Newsletter

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%
Risk:
5.05
Sharpe Ratio Since April 2000:
0.19
30 Year Performance

Model PortfolioPerformance through 12/31/2017

Return:
80.10
Risk Rating:
3.76
Sharpe Ratio:
0.20
Performance Since Inception

Model PortfolioPerformance through 12/31/2017

Tracking Began:
Dec 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

Lucky 13 PortfolioPerformance through 12/31/2017

Tracking Began:
Dec 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

The Timely Ten PortfolioPerformance through 12/31/2017

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