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email me directly at: Kirk.Lindstrom at gmail.com or click the link:
My conservative and aggressive "core" index fund portfolios from Vanguard continue to shine brightly! (or use optional Fidelity or ETFs equivalents) ==> Read "Taking the Bull by the horns: Local investor quintuples portfolio" <== A few, minor errors in the article are corrected here.
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I'd appreciate it also if you could tell me where you learned of my work. Make sure you check your bulk email folder because the pdf attachments sometimes cause my sample to get flagged as bulk email.
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Core and Explore: I recommend a "core" portfolio for about 80 to 95% of your funds and an "explore" portfolio made of stocks from my newsletter portfolio for the remainder. My newsletter stocks are volatile by design to add to overall returns, but you need a good core portfolio to sleep well at night. I offer different core portfolios for aggressive & conservative investors. My newsletter portfolios are ALL significantly ahead of where they started 2000 at which I feel is quite an accomplishment given how well I did in 1998 and 1999.
For most investors in the accumulation phase, I recommend a total investment portfolio mix with perhaps 80% in my recommended Aggressive Core portfolio with the remaining 20% of your portfolio in my higher risk (more volatile) "Explore Portfolio."
For most investors in the retirement phase, I recommend a total investment portfolio mix with perhaps 90% to 100% in my recommended Conservative Core portfolio with the remaining zero to 10% of your portfolio in my higher risk (more volatile) "Explore Portfolio."
 The performance data featured represents past performance, which is no guarantee of future results. Investment return and principal value of an investment will fluctuate; therefore, you may have a gain or loss when you sell your shares. Current performance may be higher or lower than the performance data quoted.Don't miss out on my next "buy more of Stock X" email or my "Take profits NOW" email ==> Subscribe NOW!
Like Warren Buffetts BRKA, I don't beat the S&P500 every year but my long-term results crush it.
Great Portfolio Results!
The table below show my results vs the S&P500 by year back to 12/31/1998. Why are other newsletters afraid to show you this data? Obvious answer is they are ashamed of their results and/or have something to hide.
Don't Miss out!!
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Testimonials about Kirk's Investment Newsletter (Contact them via Facebook)
My "Newsletter Explore Portfolio" is designed for those who wish to add an aggressive growth component to their diversified "core and explore" investment portfolio. My newsletter stands on its own as a great value even if you don't want to buy individual stocks and want to stick with my core portfolios.
Besides great results, I provide personal individualized response to all of my subscribers. Every e-mail you send me, you will get a response, no exceptions. That is perhaps the most rewarding part of my service and I am proud that I've made friends with a great many of my long time subscribers. I truly believe in customer service and making my subscribers feel they are getting their money's worth. The truth is I love helping people learn to make money!
Don't miss out on my next "buy more of Stock X" email or my "Take profits NOW" email ==> subscribe NOW!
Too good to be true? I DOCUMENT every buy and sell I've made in my newsletter since it started, including commissions. I update this buy and sell list for subscribers every month so all my dirty laundry (bad picks) are never hidden. This is a real, documented record that I invite you to verify after you subscribe and have my list of ALL buys and sells since inception on an Excel spreadsheet backed up with Quicken to verify my math. If you find I have made a major return error, say 1% or more on any year but not something like forgetting to credit my portfolio with a dividend, then I'll happily refund all your money plus give you $100 for finding the error AND let you have the subscription for free for a year. I believe my accuracy is far better than 0.1% so I feel safe making this offer.
A subscription to "Kirk's Online Newsletter" is only $150 a year (if you pay by check)
(A savings of $150 over my old $25 per issue price!!!)
Compare other newsletters to my results
Did your current investment newsletter tell you to raise cash by taking profits near the market top in 2007?
Did your current investment newsletter tell you to use cash raised when the markets were near their highs to buy a blue chip DOW stock when the markets were at their lowest levels in 13 years?
Some say I can not get great results like I have done without taking disproportionate levels of risk. My portfolio beta (currently about 0.97) is much less than that of QQQ yet my results are far, far better. I hope I proved them wrong and my results say I am doing a good job of it!
I have a fairly diverse list of companies from many industries (semiconductor capital equipment, biotechnology, telecommunication, banking, shipping and energy exploration). When the Nasdaq was going to the moon in 1999 and 2000, I didn't add net money to technology but took profits and put them into beaten down areas like banks, bonds and a strip zero coupon fund that I took profits in just after the 9/11 attack for a 50% gain! This taking profits and moving the money to beaten down areas is a proven strategy to reduce risk while still getting good gains. I still hit my share of duds (that is part of investing - all honest advisors have losers) but the overall results are what count and those results have been fantastic (if I may humbly say so).This portfolio uses the asset allocation model I discuss in the article "Make Money In A Flat Market With Asset Allocation & Market Volatility"
Don't miss out on my next "buy more of Stock X" email or my "Take profits NOW" email ==> subscribe NOW!
|Kirk Lindstrom (me) - a GARP or "Growth At a Reasonable Price"
investor "who made a fortune in the market" and is now teaching others
my techniques via my newsletter. Any changes to my portfolio or my
thinking goes out to subscribers between issues via email so they are
kept up to date.
I currently write about investing on my blog 'Kirk's Market Thoughts", at Facebook's Investing for the Long Term, Seeking Alpha and various other web sites and blogs on a less regular basis
I wrote for 10 years at "Investing - Personal Finance" at Suite101.com which eventually failed after I left.
More: I Graduated from U.C. Berkeley (Go Bears!) with a degree in Electrical Engineering and computer science in 1979. I went straight to Hewlett Packard to work in the R&D lab of the Optical Communication Division (Now a division of Agilent) and and spent 20 years designing Optical Transceivers and leading design teams. I like both design and leadership so I did both. I was not pleased with market timers and mutual funds that I owned that sold out at the bottom after the 1987 correction so I taught myself how to invest. I did well and made roughly 30% compounded between 1992 and 1998 in my personal account.
More (cont) After 20 years, I semi retired from HP and now work for myself while helping and teaching others. Even after the great Bear markets of 2000/2002 and 2007/2009, my personal portfolio is beating the S&P500 by a wide margin and ended 2016 near an all time high. This is a portfolio that funded my lifestyle for a decade while I built my online writing business. (It is very hard to give accurate return numbers since I now spend some of the gains my portfolio generates.) I am even prouder of how many long-term subscribers are living comfortable lives and offer to recommend me when needed.
I still do some engineering but mostly I help others and manage my own investments to fund my lifestyle. In
the early 2000s, I consulted for a local investment firm as a part time
stock analyst. I may even go back to work for someone else someday if
the stock prices get low enough to tempt me for the stock options and I
find something really interesting to do. With my asset level, it is
nice to be able to work when and where I want to and not be forced to
take a job just to put food on the table and pay my expensive Los Altos,
Don't Miss Out!
Unlike Other Newsletters,
I discuss many stocks in every issue and usually make one or more buys
each month so new readers are current on at least one stock that is a
good deal. I send out email alerts when I change my thinking and I send
out emails on the same day I make a buy or sell so others can follow
the next day, or even that day if there is enough time.
A subscription to "Kirk's Online Newsletter" is $180 a year. ($175 if you pay by check)
Article about Kirk:: "Taking the Bull by the horns: Local investor quintuples portfolio"
A few, minor errors in the article are corrected here.
You can get a large sample of my writing at my blog, Kirk's Market Thoughts, and I especially recommend these key articles:
Editor of "Kirk's Investment Newsletter"
New Articles - Charts - Subscribe
Older Articles: Article Archives @ "Kirk's Market Thoughts" and Seeking Alpha
DISCLAIMER: The information contained in this newsletter is not intended to constitute financial advice, and is not a recommendation or solicitation to buy, sell or hold any security. This newsletter is strictly informational and educational and is not to be construed as any kind of financial advice, investment advice or legal advice. Copyright Kirk Lindstrom 1998-2017.
Remember that the past is no guarantee of the future but my past results have been excellent. I hope to continue to outperform but make no promises. I currently (2/11/16) own positions in ALL of the securities in the Explore Portfolio but I have no investment banking relationship with any of the companies. Note: "CORE & Explore" was coined by and is a registered trademark of Charles Schwab & Co., Inc. (Schwab protects the trademark I helped "conceive" and I can use it as long as I post that note)
Refund Policy: Use PayPal to pay $180 and if after two issues you don't like it, then I'll refund you $120 so your risk is $60 (two issues at $25 plus $10 misc. fees.) If that is too much to risk for good advice, then you probably should stick to the simple, FREE portfolio I recommend which is 120% less your age in a total stock market index fund at Vanguard (VTSMX) or Fidelity, then the balance in a total bond fund (like VBMFX) or cash (see my newsletter for my specific recommendation.) In my newsletter, I offer a suggested, “three bucket” fixed income portfolio for the fixed income side of your asset allocation that allows for more "rebalancing gains" as well as takes advantage of some bond market timing for special occasions..
Note: One Refund Per Lifetime.