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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Frequently Asked Questions (FAQs)

Q: Capital gains are great, but I don't want to be trading frequently, thereby increasing my capital gains rate. How long do you recommend holding an investment?

A: We also believe in keeping portfolio turnover to a minimum to avoid paying higher capital gains. On average, the stocks in our Primary Stock Portfolio are held for nearly three years. Our High-Dividend Portfolio also holds stocks for greater than two years on average.

The collection of Stock Screens for Short-Term Investing (available separately), as one would guess, holds stocks for a much shorter time. Stocks in the Short-Term Stock Screens are held for an average of 12.2 days.

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News About Recommended Stocks, Mutual Funds, & Events on Wall St.
(Complete Article List)

07/22/2019

Millennial Money Portfolio Stock Screen: Monthly Update

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07/22/2019

Trending Value Portfolio Stock Screen: Monthly Update

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07/22/2019

Consumer Staples Stock Screen: Monthly Update

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07/15/2019

One Stock Rating Changed to "Strong Buy"

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07/01/2019

Buy/Sell Signals for ETF/Mutual Fund Portfolio -- Return of Portfolio: +816.1% versus +217.5% for S&P 500

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06/24/2019

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06/24/2019

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06/24/2019

Consumer Staples Stock Screen: Monthly Update

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05/30/2019

Three Stock Ratings Changed, Two "Buys" and One "Strong Buy"

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05/20/2019

Millennial Money Portfolio Stock Screen: Monthly Update

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05/20/2019

Trending Value Portfolio Stock Screen: Monthly Update

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05/20/2019

Consumer Staples Stock Screen: Monthly Update

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05/20/2019

Millennial Money Portfolio Stock Screen: Monthly Update

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04/23/2019

Trending Value Portfolio Stock Screen: Monthly Update

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04/23/2019

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03/18/2019

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03/18/2019

Trending Value Portfolio Stock Screen: Monthly Update

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03/18/2019

Consumer Staples Stock Screen: Monthly Update

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03/12/2019

Five Stock Ratings Changed, Four "Buys" and One "Strong Buy"

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02/19/2019

Millennial Money Portfolio Stock Screen: Monthly Update

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02/19/2019

Trending Value Portfolio Stock Screen: Monthly Update

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02/19/2019

Consumer Staples Stock Screen: Monthly Update

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01/22/2019

Millennial Money Portfolio Stock Screen: Monthly Update

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01/22/2019

Trending Value Portfolio Stock Screen: Monthly Update

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01/22/2019

Consumer Staples Stock Screen: Monthly Update

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01/06/2019

Three Stock Ratings Upgraded to "Strong Buy"

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12/24/2018

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12/24/2018

Trending Value Portfolio Stock Screen: Monthly Update

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12/24/2018

Consumer Staples Stock Screen: Monthly Update

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11/19/2018

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10/22/2018

Trending Value Portfolio Stock Screen: Monthly Update

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11/19/2018

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11/19/2018

Two Stock Ratings Changed, Both Upgraded to "Strong Buy"

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10/22/2018

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10/22/2018

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10/22/2018

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09/30/2018

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09/24/2018

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09/24/2018

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09/24/2018

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09/10/2018

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08/20/2018

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08/20/2018

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08/20/2018

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07/23/2018

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07/23/2018

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07/23/2018

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07/13/2018

Three Stock Ratings Changed, Including Two "Strong Buys"

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06/18/2018

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06/18/2018

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06/18/2018

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05/21/2018

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05/21/2018

Trending Value Portfolio Stock Screen: Monthly Update

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05/21/2018

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05/10/2018

Three Stock Ratings Changed, Including Two "Strong Buys"

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04/23/2018

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04/23/2018

Trending Value Portfolio Stock Screen: Monthly Update

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04/23/2018

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03/19/2018

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03/19/2018

Trending Value Portfolio Stock Screen: Monthly Update

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03/19/2018

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02/28/2018

One Stock Rating Changed To "Buy"

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02/20/2018

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02/20/2018

Trending Value Portfolio Stock Screen: Monthly Update

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02/20/2018

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01/22/2018

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01/22/2018

Trending Value Portfolio Stock Screen: Monthly Update

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01/22/2018

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12/25/2017

One Stock Rating Changed To "Buy"

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12/18/2017

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12/18/2017

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12/18/2017

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11/20/2017

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11/20/2017

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11/20/2017

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11/13/2017

Buy/Sell Signals -- Time To Sell This Insurance Company for a Total Return of 365.1%

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11/12/2017

One Stock Rating Changed To "Buy"

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