Global Investing

Just okay

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.

Kimk

Frequency
Accuracy
Value

The following review is from www.stockgumshoe.com

written by a seasoned investor

This is a highly personal newsletter written by a seasoned investor, Vivian Lewis, who specializes in international stocks, drawing on her own research and that of a diverse collection of contacts from around the world. It’s in blog form, written daily, with updates on portfolio stocks as well as comments on the world. The editor travels a lot, in South Africa right now. Great reading, and you feel that you get to really know her.

There’s a free version of the letter, the first half of each day

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