This newsletter claims to be “ranked 2nd top performing newsletter portfolio by Hulbert’s Financial Digest for the past decade”. However, latest Hulbert ratings show 11.0% average annual return in the last 5 years, 9.3% in the last 10 years and 10.2% in the last 15 years. This is decent performance, but it is not 2nd top, not even in the top 5. The newsletter lost about 40% in 2008.
The newsletter is also not cheap – the current price is $269 and it is going to be increased. “Outstanding Investments” which is ranked first and second in the last 5 and 10 years is charging $79 per year. “Cabot China and Emerging Markets” charge $99 for a year or $177 for two years. According to Hulbert, they have annualized gain of 21.4% in the last 5 years, compared to 11.0% return of “Global Investing”.
The daily commentary is not bad, but nothing special. The newsletter maintains three portfolios, with total of about 70 stocks. Not exactly practical for an average investor.
The bottom line: decent performance, long time track record, interesting to read. It is not a bad newsletter, but it is not cheap and there are much better options.
This review is the subjective opinion of an Investimonials member and not of Investimonials LLC
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