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Forbes
It has happened yet again – another scary headline trolling for clicks. This chart shows the ‘dangerous’ stock market risk Baby Boomers could be facing
The Dow Jones Industrial Average endured two days last week where it lost more than 400 points, bringing the popular index more than 900 points lower over the 5-day…
With the major market averages all retreating over the first week of April, we were again reminded that equity prices move in both directions, even as the long-term…
Last week contained a nice run for Value but the style still looks cheap versus Growth. I also recap the top winners and losers recommended by my newsletter through Q1.
“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.”