ABOUT OUR APPROACH AND LONG-TERM TRACK RECORD
When you join me, among the many things you'll be entitled to is my "Members Handbook." It crystallizes my approach to the markets. . .asset allocation recommendations. . .how I select individual companies. . .and a LOT more.
Our overall strategy for your entire portfolio's management -- importantly, undergirded by my ability to anticipate key market turns -- has led us to handily outperform the overall stock market over time.
Most important is that we have avoided losing ground during the two most calamitous bear markets of the recent past.
After a triple digit portfolio return in the climactic bull market year of 1999, I changed my tune in early 2000 and advocated exiting the majority of our stock positions. Frankly, that was an easy call. As I have repeated countless times since, the whole world had put its money into U.S. dollar assets and momentum-driven large cap stocks in the run-up to the Y2K deadline. Once January 1, 2000 came and went without incident (and then-Fed Chairman Alan Greenspan started withdrawing liquidity from markets) there was only one direction for stocks to go: DOWN.
But even before the market bottomed in 2002, we were then MAKING money as well. As Greenspan shifted into reverse to fight the unfolding bear market and recession, I recommended loading up on everything from gold equities as the yellow metal started to shake off its bear market. . .to housing and other rate-sensitive stocks.
IN THE END: From 2000-2002, cumulatively, the S&P 500 was DOWN by 37.4%
But The National Investor's recommended average portfolio was UP by 18.9%
Next, in 2007 I was warning people about the looming mortgage financing and derivatives crisis (unleashed on the world by--YOU GUESSED IT!--that same Alan Greenspan.) As we moved through late 2007 and into early 2008 we sold most of our winning positions in commodity-related stocks especially, as well as others. Again heavy in cash, we withstood the stock market's brutal beating of 2008.
In that year at the epicenter of the Global Financial Crisis, the S&P 500 LOST 36.5%, its second-worst year ever behind only the 43.8% decline in 1931, the midst of the Great Depression.
And as for our portfolio return in 2008? We ended the year EVEN. No gains, yes - but with our portfolios 100% in tact, as we suffered no loss.
I may not lead you to beating the market averages every single year. But if we outdo the market most of the time--and especially by preserving gains in major down turns when others are giving back theirs--then we'll come out on top over time!
2016 Performance Figures:
Conservative allocation: +15.9% total return
Growth-oriented allocation: + 21.4% total return
2017 Performance Figures:
Conservative allocation: +13.8% total return
Growth-oriented allocation: + 19.0% total return
2018 Performance Figures (through August):
Conservative allocation: +5.2%
Growth-oriented allocation: +6.9%
Thank you for your interest in The National Investor!
You can subscribe – or renew your present or old subscription – right now! (In fact, if that's what you're here for, simply scroll down to the instructions at the bottom of this message.)
Your Membership includes ALL the following:
FIRST, Twice-monthly (on average) information-packed regular issues of The National Investor.
Generally, so as to break up your reading, I send out a 14-16 page issue roughly every two weeks or so. Sometimes they are combined and one larger issue per month is sent out.
Each regular issue is sent to paid subscribers via e-mail upon its completion. These regular issues usually feature one (or more) main subjects or important topics we wish to pass along that help form the foundation of our investment strategies. In addition, we provide news and interesting tidbits concerning the economy, markets, and world. We also recap—and sometimes add to—the preceding month’s e-mail updates, commentaries, and investment alerts, together with updating, as needed, our recommended portfolios and holdings.
And more so these days with our ever more-engaged Membership, I feature a Q&A section, where I answer inquiries on a variety of topics!
A lot of these recent general themes you can find on this site in the form of commentaries and excerpts from recent issues. They are on the front page and Commentaries page.
SECOND, In addition to the regular issues you'll receive occasional, supplemental Special Reports. These are published, quite simply, as we “feel the need” to especially stress a particular market (i.e. – gold or energy) or a particular theme or strategy.
THIRD, you’ll receive between-issues e-mail alerts (typically, several times per month, but always as changing market conditions warrant) updating market trends as well as our own recommendations RE: asset allocation, individual stocks, and ETF recommendations, etc.
We do NOT advocate strategies that involve you becoming a “day trader.” with our basic Membership. Nevertheless, we DO feel it is important that you know IMMEDIATELY when changes need to be made to your portfolio. Further, this is your way of being REGULARLY plugged into OUR mind set on the markets!
This is an indispensible part of your “full service” subscription, and one you should not be without if you are at all active in investing your own money.
FOURTH, we act as both a “sounding board” and a resource for our subscribers. We may not be able to answer your most profound questions on the Theory of Relativity, but on MOST things relating to the investing, financial planning and estate preservation worlds, we do our best to point you in the right directions. Often (as indicated above), when we think the question and our response will help others, we’ll publish it in the newsletter.
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If you would like to subscribe by sending us your check for $75.00 for a full-service, three-month trial subscription, $275.00 for the next year or $475.00 for two years you may make it payable to "National Investor Publishing" and send it to:
National Investor Publishing
P.O. Box 1257
Saint Augustine, Florida 32085
With your check, just enclose a note with your name, P.O. mailing address, telephone number and e-mail address.
NOTE: Let us know right away via e-mail once your check is on its way. We won’t wait, but will give you your access information and sign you up for any imminent e-mail alerts IMMEDIATELY. You may do so by writing us at firstname.lastname@example.org.
And as I said above, you can also use PayPal to pay by credit card or online check: simply click on the icon below after selecting the Membership term you desire. (NOTE: You do NOT have to be a Pay Pal member to use your credit card to order via this site.)
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