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Forbes
We don’t mind that the November-to-January period historically has been the most wonderful time of the year for equities!
This month, we boosted the ownership stakes in three companies in our flagship newsletter portfolio, known as TPS Portfolio.
It doesn’t matter who is in the White House or the makeup of Congress—the smartest strategy has always been to stick with stocks as part of a long-term plan.
Elections often can cause investors to lose focus on their long-term objectives. I offer compelling evidence to keep folks on track.
“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.”