Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years Investment Newsletter Using Spinoffs & Other Strategies To Beat The Market For 9 Straight Years  
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About Us

Sr. Editor Rex M. Jacobsen

Many subscribers have expressed an interest in learning the origins of this site, and this is our attempt to fulfill those requests.

This company was founded by Rex Jacobsen. While others assist with editing and behind-the-scenes work, the investment strategies used by this site are largely based on his work.

Rex's interest in investing started in the 1980's. One morning, while driving to work, a co-worker told him about a friend that was buying gold coins in the hopes of later selling them for a profit. Having always been a saver at heart, Rex was intrigued by this idea. So when his insurance agent later introduced he and his wife to the idea of investing $50 a month in the stock market via mutual funds, they jumped at the chance. What he was to find out later was that they were being charged a commission of 8.5%. After doing some studying, he discovered that there were hundreds of other mutual funds that were performing much better. Additionally, many of these mutual funds didn't charge any commission at all. Rex decided that these no-load funds were the way to go, so he promptly canceled his monthly investment in the loaded mutual funds and started investing in no-load funds.

Over the years he read countless books about investing, majored in finance, and generally dove headlong into the world of investing. Rex even became a stockbroker, which was an eye-opening experience. He did not enjoy having to push the "stock of the week" that the company was having trouble selling. The reason it wasn't selling? It was a poor investment. Yet the brokers were given extra commission to sell it. The whole compensation system seemed rife with conflict of interest; the riskier the investment, the more the stockbrokers were paid. Where did the interest of the client come into play? The company should have been putting the interest of the clients ahead of their own profits.

Rex wanted to be able to make investment recommendations to clients that were free from any conflict of interest. One way to do that was to leave the brokerage business and start his own investment newsletter.

While studying finance in college, Rex had come across several ways to attain the hallowed goal of investing: achieving higher investment returns than the stock market. The commonly held belief was that 80% of the professional money managers could not beat the stock market in the long run. So why not use what he had discovered in his investment courses as the basis for the core portfolio for this investment newsletter?

Melding the theories that he had discovered in the footnotes of investment textbooks, Rex created his own system for beating the stock market. This would become the recommended portfolio for our investment newsletter. He also used it for his personal stock portfolio and has been testing it since 1993. In 1998 we began sharing Rex's discovery with others, and at the request of people who wanted to receive real-time buy and sell recommendations, we started this web site in 2002.

So please join us in our quest to beat the stock market. We've passed the most difficult test of all: our recommended portfolio has easily out-performed the stock market in both bear and bull markets.

 





 

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