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  
Home        
Performance of Our Portfolios
Current Articles
Current Recommendations (Subscribers Only)
How It Works
FAQs
Investing 101
About us
Contact Us
Subscribe
 

Primary Stock Portfolio Overview
(Spin-Off Stocks)

Current Holdings
 

Our Primary Stock Portfolio vs S&P 500 Since Inception (1998)

(Additional Performance Data)

This is our flagship portfolio and receives the highest recommendation of any of our portfolios. It consists of spin-off stocks. Spin-offs are defined as existing subsidiaries or divisions that are separated from the parent company that then become independent publicly-traded companies.

On average, spin-off stocks have outperformed the market by a wide margin, but timing is extremely crucial and only certain types of spinoffs outperform the market. For information about why spin-off stocks tend to beat the rest of the stock market, go here.

Other than their performance, the best thing about spin-off stocks is that they aren't plentiful enounnnnnnnnngh or large enough to make it worthwhile for mutual funds, hedge funds, and pension funds to join the party. But there are more than enough spin-offs for individual investors to construct a portfolio.

This portfolio generally outperforms all of our portfolios, including the High-Dividend Blue Chip Stock Portfolio. However, because stocks in the Primary Stock Portfolio tend to be smaller, they do carry extra risk. Stocks in most of our other portfolios tend to be larger and less volatile.

Cautious stock investors will likely want to have a portfolio comprised of both large and small stocks. Extremely cautious investors may wish to opt only for larger stocks and mutual funds that invest only in large companies. Aggressive investors may want to invest mostly in small stocks, realizing that to benefit from the higher growth potential of these smaller stocks, they have to take on additional risk.

Ideally, an investor will invest an equal amount into each of these growth stocks (for suggestions on how to time your initial investment in this portfolio, go here). Stocks in this portfolio are held for an average of nearly three years. We recommend investing at least $100 into each stock. If you use a discount broker that charges $5 or less per trade, your commissions will be less than what many full-service brokers charge for one trade (for a list of discount brokers that we recommend, go here).

For those that can't afford to invest in all of the stocks, we recommend investing in the stocks that have most recently been recommended (i.e. the stocks at the top of the list on the next page) or starting with one of the mutual fund portfolios (available here).

Remember, the more stocks and industries you invest in, the greater your diversification and safety. So beware having your whole portfolio invested in only a handful of stocks. However, if your goal is to beat the market, you have to be careful not to take diversification too far. If you took diversification to the extreme, you would buy all of the stocks available in the stock markets. You would then obviously achieve returns that would match the market, thereby negating the goal of beating the market. We attempt to design this portfolio to have enough stocks and industries to provide the optimum amount of diversification to earn high returns while providing adequate safety for long-term investors.

As always, keep in mind that investing in individual stocks or mutual funds involves risk. Past performance is never a guarantee of future performance.

Performance of Our Primary Stock Portfolio

Gain Since Inception1
Portfolio Gain:
4,112.7% -- 31.9% per year
S&P 500:
112.2%  -- 4.5% per year

1Inception: December 31, 1997. Data last updated January 1, 2015.

 
Current Holdings
 


(Top of Page)

 





 

(Log-In -- Log-Out)

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

07/15/2017

One Stock Rating Changed To "Buy"

More>>

06/26/2017

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

06/26/2017

Trending Value Portfolio Stock Screen: Monthly Update

More>>

06/26/2017

Consumer Staples Stock Screen: Monthly Update

More>>

06/07/2017

One Stock Rating Changed To "Buy"

More>>

05/24/2017

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

05/24/2017

Trending Value Portfolio Stock Screen: Monthly Update

More>>

05/24/2017

Consumer Staples Stock Screen: Monthly Update

More>>

04/24/2017

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

04/24/2017

Trending Value Portfolio Stock Screen: Monthly Update

More>>

04/24/2017

Consumer Staples Stock Screen: Monthly Update

More>>

03/20/2017

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

03/20/2017

Trending Value Portfolio Stock Screen: Monthly Update

More>>

03/20/2017

Consumer Staples Stock Screen: Monthly Update

More>>

02/21/2017

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

02/21/2017

Trending Value Portfolio Stock Screen: Monthly Update

More>>

02/21/2017

Consumer Staples Stock Screen: Monthly Update

More>>

01/22/2017

One Stock Rating Changed To "Buy"

More>>

01/17/2017

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

01/17/2017

Trending Value Portfolio Stock Screen: Monthly Update

More>>

01/17/2017

Consumer Staples Stock Screen: Monthly Update

More>>

12/19/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

12/19/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

12/19/2016

Consumer Staples Stock Screen: Monthly Update

More>>

11/27/2016

Two Stock Rating Changes Including One "Strong Buy"

More>>

11/14/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

11/14/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

11/14/2016

Consumer Staples Stock Screen: Monthly Update

More>>

10/30/2016

Market's Reaction To Amazon's Quarterly Earnings Report Creates a Buying Opportunity%

More>>

10/04/2016

Four Buy/Sell Signals -- Today's Sales Produce an Average Gain of 239.1%

More>>

10/04/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

10/04/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

10/04/2016

Consumer Staples Stock Screen: Monthly Update

More>>

08/29/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

08/29/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

08/29/2016

Consumer Staples Stock Screen: Monthly Update

More>>

08/07/2016

Three Stock Rating Changes Including One "Strong Buy"

More>>

08/01/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

08/01/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

08/01/2016

Consumer Staples Stock Screen: Monthly Update

More>>

07/05/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

07/05/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

07/05/2016

Consumer Staples Stock Screen: Monthly Update

More>>

06/05/2016

My Forbes Interview Discussing My Price Target For Amazon

More>>

05/31/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

05/31/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

05/31/2016

Consumer Staples Stock Screen: Monthly Update

More>>

05/02/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

05/02/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

05/02/2016

Consumer Staples Stock Screen: Monthly Update

More>>

04/04/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

04/04/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

04/04/2016

Consumer Staples Stock Screen: Monthly Update

More>>

03/13/2016

Rating On One Blue Chip Stock Updated To "Buy"

More>>

03/07/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

03/07/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

03/07/2016

Consumer Staples Stock Screen: Monthly Update

More>>

02/06/2016

Tesla And Nine Other Stocks To Sell

More>>

02/01/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

02/01/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

02/01/2016

NEW >> Consumer Staples Stock Screen: Monthly Update

More>>

01/04/2016

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

01/04/2016

Trending Value Portfolio Stock Screen: Monthly Update

More>>

01/04/2016

NEW >> Consumer Staples Stock Screen: Monthly Update

More>>

12/27/2015

UPDATED: Change in Service Starting Dec. 31, 2015

More>>

12/07/2015

Millennial Money Portfolio Stock Screen: Monthly Update

More>>

12/07/2015

Trending Value Portfolio Stock Screen: Monthly Update

More>>

12/07/2015

NEW >> Consumer Staples Stock Screen: Monthly Update

More>>

12/06/2015

Fourteen Stock Rating Changes Including Eight "Buys" and "Strong Buys"

More>>

12/04/2015

Cornerstone Growth Stockscreen: Monthly Update

More>>

12/01/2015

Change in Service Starting Dec. 31, 2015

More>>