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Information about
Kirk Lindstrom's Investment Letter Service
email me directly at: Kirk.Lindstrom at gmail.com or click the link: --
My conservative and aggressive "core" index fund portfolios and my Explore Portfolio for added return continue to shine brightly! ==> Read
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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."
[1] 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![2] The S&P Index Fund is the largest holding in both my Core Portfolios. [3] Like Warren Buffett's BRKA, I don't beat the S&P500 every year but my long-term results crush it. APR = "Average Annual Return" Great Portfolio Results! The table below show my
results vs the S&P500 since inception with the
S&P500 and core portfolios normalized so they are
all equal at the start of 1999. Why are other
newsletters afraid to show you this data? The obvious
answer is they are ashamed of their results and/or
have something to hide.
==>Keys:
Don't
Miss out!!
==> Subscribe
NOW! <==
Notes:
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 $180 a year
($175 if you pay by check)
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. |
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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,
California lifestyle. |
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) |
KEY Articles
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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:
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best regards Kirk Lindstrom 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 1998-2024. 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 (1/11/23) 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. |