When it comes to navigating the complex world of stock investing, having a trustworthy source of financial advice is like having a compass in a dense forest. One such guiding light in the world of investment newsletters is Mark Hulbert, a renowned journalist, author and editor who has been analyzing and ranking stock investment newsletters for more than 30 years. His meticulous approach and dedication to data-driven analysis have make him a sought-after authority in the field of investment advice. In this article, we’ll delve into Mark Hulbert’s top stock investing newsletters based on his 30-year scorecard (as of 09.01.2023) and explore how they can provide valuable insights for investors.
The Hulbert Financial Digest: A Beacon of Objectivity
Mark Hulbert gained prominence through his Hulbert Financial Digest, a publication that has evaluated and tracked investment newsletters since 1980. Hulbert’s approach is rooted in objectivity and data analysis. He collects and scrutinizes the recommendations of various investment newsletters, calculating their performance against market benchmarks. This unbiased methodology has earned him a reputation as a reliable source of information for investors seeking to make informed decisions.
Below, we list Hulbert’s top stock investing newsletter based on performance the past 30 years, ranked in order with highest returns first.
Hulbert’s Top 5 Newsletters (30-Year Performance Scorecard)
1. The Prudent Speculator
With current returns above 14% and a risk rating of 6.92, The Prudent Speculator’s average across all portfolios for the past 30 years is ranked #1 on Hulbert’s list. The popular monthly newsletter emphasizes value investing, targeting stocks that are trading below their intrinsic value. The authors, led by Editor, Forbes columnist and television personality John Buckingham, are a team of portfolio managers at Kovitz, a wealth management firm. Over the years, The Prudent Speculator has demonstrated impressive returns, earning its place at the top of Hulbert’s list. COST: Free 30 Day Trial, then $27/mo. Start Trial.
2. The Investment Reporter
This Canadian newsletter, led by a team of experienced analysts, provides insights into both Canadian and U.S. markets. It’s prudent advice and comprehensive analysis have earned it a spot-on Hulbert’s list. As of publish date, their Portfolio of Average Risk Stocks is reporting over 13% returns since inception.
3. No-Load Mutual Fund Selections & Timing
Sheldon Jacobs’ newsletter focuses on mutual funds, providing recommendations for investors looking to diversify their portfolios. Jacobs’ disciplined approach to fund selection and timing has yielded impressive results over the years. Jacob’s Class 2: Aggressive Stock Funds portfolio boasts over 13% returns. COST: $99 annually
4. Fidelity Monitor & Insight
This advisory service was designed exclusively for Fidelity mutual fund investors. Their Select Model portfolio made Hulbert’s list with a returns profile over 11%; one that takes a more aggressive investing approach using sector funds with a 10+ year investment horizon. COST: $169 annually
5. Bob’s Brinker Marketimer
Bob’s Bringer Marketimer is published by – you guessed it – Bob Brinker, as a monthly investment newsletter. Marketimer covers stock market timing, federal reserve policy, specific mutual fund recommendations, and model portfolios for various objectives. Brinker’s Model Portfolio I is designed for investors with aggressive growth investment objectives and made Hulbert’s top performance list with returns also just over 11%. COST: No longer active; back issues are free
Lessons for Investors
Mark Hulbert’s dedication to tracking and analyzing investment newsletters is robust and highly respected by thought leaders in the stock investing world. Hulbert offers several key lessons for investor
1. Data-Driven Approach
Hulbert’s methodology underscores the importance of relying on data rather than anecdotal evidence, hypothetical performance or speculative advice. Solid, verifiable performance data is a cornerstone of effective investment decision-making.
2. Long-Term Consistency
The newsletters that have consistently ranked well over the 30-year period emphasize the value of a long-term investment approach. Consistency in strategy and discipline is often rewarded in the volatile world of investing.
3. Diversification of Strategies
Hulbert’s top picks represent a diverse range of investment strategies, from technical analysis to value investing to mutual fund selection. This diversity highlights the importance of finding an approach that aligns with your risk tolerance, personal circumstances and investment goals.
4. Expertise Matters
Behind each of these top-ranked newsletters is a team or individual with a deep understanding of their chosen investment strategy. This expertise, paired with a time-tested track record, is crucial in investing success.
In conclusion, Mark Hulbert’s 30-year scorecard of top investing newsletters serves as a valuable resource for investors seeking reliable guidance in a complex financial landscape. These newsletters, built on data, expertise and a commitment to sound investment principles, offer insights that can help investors navigate the challenges and opportunities of the market. Remember, while these newsletters provide valuable insights, it’s essential to conduct your own research and tailor any advice to your individual financial situation and goals.
