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Forbes
Given that I prefer to target a diversified approach to ownership of banks of varying sizes with a variety of capabilities…
The Federal Reserve recently released its annual bank Stress Test results, revealing that 31 major U.S. banks with at least $100 billion in assets all passed,…
With Small Cap stocks stuck in neutral this year from a performance standpoint, it is worthwhile reporting on this undervalued subset of the stock market
It has thus far been a year in which the returns of a handful of mega-caps have dwarfed those of the average stock.
“The Prudent Speculator is published by Kovitz Investment Group of Chicago and remains at the top of the list for 30-year returns among newsletters tracked by the Hulbert Financial Digest. The TPS portfolio’s average annualized 30-year return is 14.5% through June 30, compared with 9.9% for the S&P 500, with dividends reinvested monthly, according to Hulbert.”
“A long-time value investor whose largest holdings are in technology, John Buckingham is clearly not your typical value portfolio manager. That shows up… in a striking record of picking winning equities for more than 30 years. Principal and portfolio manager of Chicago-based Kovitz, he has been managing the Al Frank Fund (VALUX) from its inception in 1998. Since then, through Jan. 7, 2022, it has realized an annualized return of 10.79%, compared with 7.9% for the Russell 3000 Value Index and 8.75% for the S&P 500.”
“It pays to have nerves of steel. That’s the most important lesson to emerge from the Prudent Speculator’s position as one of this country’s most successful investment newsletters of the past four decades.
The Prudent Speculator’s model portfolios on average produced a 16,937% gain, versus 4,952% for buying and holding the broad stock market. That’s equivalent to the difference between 15.1% and 11.3%, annualized.”