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Information about Kirk Lindstrom's Investment Letter Service
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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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.
 More return data here.
==>Bottom Line: For one of the most difficult 13 year periods in investing history, my newsletter explore portfolio tripled while yielding an average annual return of 8.8% Also, my recommended core plus explore portfolios ended 2011 just below record all time highs while the S&P500 was still down significantly off its all time high.
Don't miss out on my next "buy more of Stock X" email or my "Take profits NOW" email ==> Subscribe NOW!
New Record Highs for ALL Portfolios!
The table below show my results vs the S&P500 by year back to 12/31/1998. Why are competitive newsletters afraid to show you this data? Obvious answer is they are ashamed of their results and/or have something to hide.
238.2% total return (more than a triple!) and 8.9% average annual return over the past 15.25 years vs:
Testimonials about Kirk's Investment Newsletter
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 ==> subscibe 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.
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?
More about my investment letter:
For example: WCOM was one stock in my portfolio that I lost money going down in the 2000/2002 bear marekt but I bought 5,000 shares at 7˘ and quickly sold 1,500 shares at 25˘ on a bounce so I'd lock in breaking even on that trade since the bounce happened in a day. Eventually I sold those remaining WCOM shares at 21˘ and moved on. WCOM hurt my performance in 2002 but I still managed to beat the S&P500 even with that bad stock pick. In my newsletter, I explain what I learned from bad picks and how to move forward. Even losses can be a learning experience if handled honestly. I publish a list monthly of all stocks I've owned and what I learned from the losers.
Some say I can not get great results like I have done without taking disproportionate levels of risk. My portfolio beta (currently about 1.0) is much less than that of QQQQ 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 "Using Asset Allocation to make money in a Flat Market." Read "Taking the Bull by the horns: Local investor quintuples portfolio"
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
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 where you can read the most recent articles here.
More: I Graduated from UC Berkeley 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 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 2010 at 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 my newsletter portfolio.
I still do some engineering. I ended
2010 with agreements to help design one new
product for the health care industry and market another
for the home improvement industry. 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, California lifestyle.
Get you a free sample issue of my newsletter so you can decide if you want to subscribe. Just send me an email request for a free sample issue along with your snail mail (US Post Office) home address so I can track the free samples. Don't worry, I don't sell or give away your email or home addresses.
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.
to "Kirk's Online Newsletter" is $155 a year.
($150 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 SeekingAlpha
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 1998-2013.
Refund Policy: Use PayPal to pay $155 and if after two issues you don't like it, then I'll refund you $100 so your risk is $50 plus the $5 fee PayPal charges for credit cards. 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) with the lowest expense ratio. In my newsletter, I offer a suggested alternative 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.