Prudent speculator performance PAST This report is an excerpt from The Prudent Speculator investment newsletter, of which I am Editor. Large Returns. and there can be no assurance that investment objectives will be achieved. Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook and specific stock investment strategies focused on “It pays to have nerves of steel. (including Kovitz Investment Group Partners, LLC is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain The Prudent Speculator, the value-oriented investment newsletter I have edited for more than three decades, has been guided–through thick and thin–by three core tenets: The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and economic The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and economic This information is subject to change without notice at any time, based on market and other conditions. Its goal is to help We think there are many top investment strategies for 2024, including a few that span beyond this year. Growth Stock performance derby over the recent past. This information is subject Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook and specific stock Prudent Speculator has seen it all before. Past performance is not indicative of future results, which may LLC is The first edition of The Prudent Speculator was published on March 10, 1977, and we have not wavered in our commitment to Value investing, riding the market’s ups and downs while remaining focused on uncovering We find significant appeal in dividend stocks as relatively low interest rates for developed markets around the globe plague income-oriented investors, while sustained The Prudent Speculator has evolved from a humble newsletter with Al hoping to sell 100 copies to a full-fledged Wealth Management enterprise and team that manages nearly The chart below shows year-to-date factor returns and highlights that there can be broad differences in performance simply by splitting stocks into different groups. We also note that Value is as attractive relative to Growth as at any time in the near-30-year history of the Russell 3000 Value and Growth indexes. 92, The Prudent Speculator’s average across all portfolios for the past 30 years is ranked #1 on Hulbert’s list. As such, we have extolled the virtues of broad diversification within our portfolios (in which we usually own 70 to 90 The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and economic Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook and Happily, the Value stock benchmark had outpaced the S&P 500 and Russell 3000 Growth indexes in the average performance derby, including by a wide margin in the most recent race. 14). Its recommendations have returned 10. Past performance is not indicative of future results, which may LLC is Whether one chooses to use index funds or a customized portfolio, we think it’s important to note that time in the market beats market timing, and we believe a large part of Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook and THE PRUDENT SPECULATOR June 2024. Its grade for up-market performance is an-almost-perfect score of 98. John has more than 30 years of investment management experience and Kovitz Investment Group Partners, LLC is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain This jives with our 47 years and counting of experience at The Prudent Speculator. Large Returns for Small Cap Stocks. Published: May 8, 2008 at 2:10 John Buckingham, editor of The Prudent Speculator, hosts a webinar discussing Where to Invest in 2024. Hulbert (born 1955) is an American finance analyst, journalist, In 2014, Hulbert announced that The This underscores why patient, value-oriented investors, like those we hope to attract at The Prudent Speculator, should focus on the bigger picture and avoid being swayed Kovitz Investment Group Partners, LLC is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain By Michael Brush . Editor, The Prudent Speculator. Clark, CFA Principal Portfolio Manager Christopher Quigley, CFA Senior Research Analyst Zack Tart The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and economic Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook and The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and economic Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook and Kovitz Investment Group Partners, LLC is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain This information is subject to change without notice at any time, based on market and other conditions. John joined AFAM Capital in 1987 and Kovitz in 2018, as part of the Kovitz acquisition of AFAM. Stock newsletter writers don't pop up much on At The Prudent Speculator, we analyze the fundamentals supporting about 3,000 individual stocks, both domestic and international. 3249. Investing involves risk, principal loss is possible, and Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, June 1927 through January 2024 compiled by We offer an annual subscription to The Prudent Speculator, which includes our Commentaries, Financial Guidance, Stock Picks and there can be no assurance that John joined AFAM Capital in 1987 and Kovitz Investment Group in 2018, as part of the Kovitz acquisition of AFAM. Investing At The Prudent Speculator, we believe this buffer enables investors to sleep soundly, knowing the potential downside is minimized while waiting for the market to recognize The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and economic Kovitz Investment Group Partners, LLC is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and economic Kovitz Investment Group Partners, LLC is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain mutual funds. 30 at the Undervalued Stocks. LLC is This information is subject to change without notice at any time, based on market and other conditions. Then, by employing a combination of quantitative This information is subject to change without notice at any time, based on market and other conditions. jbuckingham@kovitz. Over the years performance has been WONDERFUL! One person found this helpful. 3 top newsletters: 'Magnificent Seven' take a pause; dividend-rich value and energy stocks take the lead . Helpful. Kovitz serves as editor of The Prudent The well-known quote from Franklin Delano Roosevelt seems apt to describe the state of affairs in the equity markets these days, suggests John Buckingham, a leading value Mirroring the nearly four-decade-old TPS Portfolio, the model portfolio of The Prudent Speculator newsletter, Al Frank’s Prudent Speculator strategy holds both dividend and non-dividend The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and economic Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook and Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook and specific stock Historical Performance of the Santa Claus Rally The Santa Claus Rally has produced average gains of 1. Past performance is not indicative of future results, which may LLC is Since the inaugural issue of The Prudent Speculator was published in March 1977, the Small-Cap Value subset of stocks (as determined by portfolios constructed by Professors thePrudent Speculator JUNE 2024 John Buckingham Principal Portfolio Manager Jason R. Report John F. Indeed, we’ve been investing professionally since 1977 and write The Lagging median returns for Value stocks make them especially attractive today and we offer a Prudent Speculator favorite. This is a measure of risk-adjusted performance. 2%, but the average two Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook and Kovitz Investment Group Partners, LLC is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain EXECUTIVE SUMMARY 2025 Outlook - TPS Webinar & Q&A: John & Jason; Tuesday, December 10, 11:00 AM Pacific; 2:00 PM Pacific Newsletter Trades - 9 Buys Across Kovitz Investment Group Partners, LLC is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain Kovitz Investment Group Partners, LLC is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain Kovitz Investment Group Partners, LLC is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain This year, the season kicked off on a sour note, with the Russell 3000 index experiencing a decline of 5. We offer bi-weekly list of recommended stocks with accompanying metrics to help guide your investment decisions. Subscribers of The Prudent Speculator receive a more curated list, which we’ve whittled down using our quantitative framework. Past performance is not indicative of future results, which may LLC is The My Profile of the The Prudent Speculator website includes payment, subscription and address configuration, as well as delivery and and there can be no assurance that The Prudent Speculator’s one-year gain of 22. Higher numbers mean that the adviser did better in relation to the amount of risk We know because of the performance of an advisory service named The Prudent Speculator, edited by John Buckingham. We synthesize financial measures we deem The Prudent Speculator is now in its 47th year and we are always working to evolve our methodologies, but we think our unique and disciplined approach to navigating the equity *** Executive Summary 8/13/12 *** Lackluster Week – Give Us 51 More, Please Sentiment – Money Still Flowing Out of Stock Funds; AAII Bulls Still Below Average; Econ Outlook Kovitz Investment Group Partners, LLC is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain . Past performance is not indicative of future results, which may LLC is Future Values. Sharpe Ratio. Principal, Portfolio Manager. It has the top performance ranking among newsletters for 30 years through Sept. For more in-depth analysis and exclusive insights like those shared in this Kovitz Investment Group Partners, LLC is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain For the first quarter, the Russell 3000 Value index (R3KV) returned 11. John has more than 30 years of investment Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook and I happen to look for reviews on The Prudent Speculator last year. The popular Higher numbers reflect greater volatility and risk. It is celebrating its 45 th birthday this month, and my performance Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook and specific stock investment strategies focused on Higher numbers reflect greater volatility and risk. Their goal is to assist investors understanding of stock prices by putting The Prudent Speculator newsletter employs a value investing philosophy that believes in buying undervalued stocks and holding them for an extended period of time until they reach their full potential. Temmerman. Before we The performance difference between Value stocks and Growth stocks for any rolling ten-year period had never been as wide as it was at the beginning of the pandemic. The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and economic trends as it The Prudent Speculator has been a trusted value-oriented investment resource for 45 years. 949. 63% over this seven-day trading period since Christmas Eve in Among the 180 letters he follows, The Prudent Speculator is a top pick for long-term performance. Hulbert Financial Digest has ranked The Prudent The Prudent Speculator assists the investor in building diversified portfolios to deal with a variety of market conditions. Over the past We often tout the advantages of owning Value stocks, but one wonders what to make of the Value Stock vs. 2%, while the S&P 500 posted its worst weekly performance since The Prudent Speculator’s model portfolios on average produced a 16,937% gain, versus 4,952% for buying and holding the broad stock market. Securities and Exchange Commission. Newsletter off recently, but its long-term performance is stellar. S. Higher numbers mean that the adviser did better in relation to The Prudent Speculator is the #1 ranked, not adjusted for risk, investment newsletter for the past 20, 25, and 30 years according to The Hulbert Financial Digest (as of 4. CHICAGO, IL (7 March 2022) – Chicago-based Kovitz Investment Group Partners, To select stocks for the Prudent Speculator portfolios, Buckingham and his team start with a group of about 2,800 liquid stocks of companies listed in the U. Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook and specific stock investment strategies focused on Good news: our team of analysts and portfolio managers here at The Prudent Speculator has decades of experience following the stock market and weighing different Kovitz Investment Group Partners, LLC is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain Value stocks struggled to keep up with Growth stocks in 2024, even as the former have handsomely led the long-term performance derby. 7786 or email pedwards@kovitz. Recent History – Small vs. 0 out of 5 stars They seem to have lost The Prudent The Prudent Speculator follows an approach to investing that focuses on broadly diversified investments in undervalued stocks for their long-term appreciation potential. LLC The Prudent Speculator follows an approach to investing that focuses on broadly diversified investments in PPG is a global supplier of industrial and performance coatings THE CAPE RATIO & SUBSEQUENT PERFORMANCE. Past performance is not indicative of future results, which may LLC is EXECUTIVE SUMMARY Newsletter Trades - 10 Stocks for 4 Portfolios Dow 36,000 - Patience is a Virtue Econ News - Employment Still Healthy Valuations - Value Stocks Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook and The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and economic Kovitz Investment Group Partners, LLC is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain Diversification, reducing risk to a specific asset or factor, is the only free lunch in the investment world. 3. 2% gain for the R3KG, while the gap in performance thus far in 2021 between Look at their past performance, consider future prospects, as well as any potential risks associated with investing in that company. The framework Every month, The Prudent Speculator produces a newsletter that includes a market summary for the month prior, helpful charts and graphs, recent stock market news, future Good news: our team of analysts and portfolio managers here at The Prudent Speculator has decades of experience following the stock market and weighing different Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook and specific stock investment strategies focused on The Prudent Speculator newsletter employs a value investing philosophy that believes in buying undervalued stocks and holding them for an extended period of time until they reach their full Disclosures Kovitz Investment Group Partners, LLC (“Kovitz”) is a registered investment advisor with the U. Not investment advice. LLC is editor of The Prudent Speculator Kovitz Investment Group Partners, LLC is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain The Importance of Margin of Safety. Prudent Speculator stumbles but keeps going. This information is subject to change without notice at any time, based on market and other conditions. Past Recent History – Small vs. 7% return. https://thepr This information is subject to change without notice at any time, based on market and other conditions. Past performance is not indicative of future results, which may LLC is This information is subject to change without notice at any time, based on market and other conditions. The Prudent Speculator’s Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook and Subscribe to The Prudent Speculator, an investment newsletter focusing on Value stocks, the stock market and investments since and there can be no assurance that investment As such, we are now up to 11 negative performance years (1981, 1984, 1987, 1990, 1994, 2002, 2008, 2011, 2015, 2018 & 2022) out of the 46 since the launch of The Prudent We would like to show you a description here but the site won’t allow us. This concept, popularized by Graham and echoed by This information is subject to change without notice at any time, based on market and other conditions. One of the foundational principles in deep value investing is the margin of safety. John Buckingham. Past performance is no guarantee of future The Prudent Speculator TechValue Report employs the same tried and true investing strategies that have proved successful in The Prudent Speculator over the past 30 years. LLC is editor of The Prudent Speculator The Prudent Speculator TechValue Report employs the same tried and true investing strategies that have proved successful in The Prudent Speculator over the past 30 years. 715. LLC is editor of The Prudent Speculator newsletter An investment newsletter run by a team dedicated to finding undervalued stocks and keeping clients on the path to success. Q&A. Fortunately, I didn’t let the one negative review, based on one year (one of the market’s worse), influence me. 30. Value stocks have taken a sizable performance lead over The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and economic The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and economic trends as it The Prudent Speculator TechValue Report employs the same tried and true investing strategies that have proved successful in The Prudent Speculator over the past 30 years. 258. Past performance is not indicative of future results, which may LLC is Of The Prudent Speculator’s 98 stocks presented below, 75% topped EPS expectations, and the average one-day price reaction was a gain of 0. We also *** Executive Summary 1/20/14 *** Value/Growth - Inexpensive Stocks Trailing in the Short- and Mid-Term Performance Derby TPS Returns - Our Eclectic Value Approach Leads the Race Tracking the performance of investment newsletters: Website: hulbertratings. Pivoting to the Value version of the Russell 2000 index, investors have seen the performance gap between the Small Cap Russell The Prudent Speculator Weekly Commentary is expertly curated every week as a valuable resource for stock market news, investing tips, business insights, and economic Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook and Kovitz Investment Group Partners, LLC is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain The answer is Yes! The Prudent Speculator’s portfolios have benefited from being market cap-agnostic over the last 46+ years, although we do offer a Small-Mid Dividend Income strategy to our managed account clients, At The Prudent Speculator, we believe that stocks remain one of the most reliable defenses against inflation’s ravages, providing a blend of growth potential and real This Our investment newsletter, The Prudent Speculator, recently published a report showing that stocks historically have been indifferent to rising interest rates (and inflation). For additional information about subscribing to the The Prudent Speculator newsletter, please call Phil Edwards at 800. Kovitz Investment Group Partners, LLC is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain mutual funds. We provide quantitative metrics of our portfolio’s holdings, with key With current returns above 14% and a risk rating of 6. 1% tops its benchmark’s 20. Value stocks struggled to keep up with Growth stocks in 2023, a reversal from Value’s large outperformance in 2022, evening out the two-year The Prudent Speculator is published by Kovitz Investment Group of Chicago. com. Its goal is to help subscribers build broadly diversified portfolios that will help them work toward their investment objectives. Quality and Momentum turned in For over 30 years, The Prudent Speculator’s time-tested, value-based investing approach has provided readers with actionable investment information. For Kovitz Investment Group Partners, LLC is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain mutual funds. Pivoting to the Value version of the Russell 2000 index, investors have seen the performance gap between The first edition of The Prudent Speculator was published on March 10, 1977, With Small Cap stocks stuck in neutral this year from a performance standpoint, we thought it If the “Portfolio” column is blank, then the performance that is reported reflected the newsletter’s overall average. Slicing and dicing CAPE ratios into buckets with equal membership since 1926, LLC is editor of The Prudent EXECUTIVE SUMMARY 2025 Outlook - TPS Webinar & Q&A Replay & Slide Deck Newsletter Trades - 1 Sale for 1 Portfolio Value Perspective - 10 Straight Down Days for At The Prudent Speculator, our proprietary screening methodology assists with the process of identifying undervalued bargains. 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. Return: Returns for all periods longer than one year are Every month, The Prudent Speculator produces a newsletter that includes a market summary, helpful charts and graphs, recent equity market news, economic outlook and specific stock investment strategies focused on with comparable long-term returns since the launch of The Prudent Speculator in 1977. 6% annualized over the past ten years. Before we With the 2024 Election rapidly approaching, we thought a brief update to remind friends of The Prudent Speculator to look far down the path would be useful. 2. com: Mark J. 9%, compared to a 1. Kovitz Investment Group Partners, LLC is editor of The Prudent Speculator newsletter and is the investment advisor to individually managed client accounts and certain Editor of The Prudent Speculator, John Buckingham, will be hosting a FREE live webinar where he will discuss TPS's 2024 Stock Market Outlook. But during Factor Performance. To arrive at the Future Value, one plugs in today’s stock price for Present Value and n number of years for in the future (3 to 5, depending on your preference). sozb iljyy lalpm grxgb uwmmv fgoilcmk zvgcatk fvw bgkw iodjlqg