10 Best Stock & Investment Newsletters Reviewed [2021 Edition]
Financial newsletters are among the most convenient tools for novice investors to learn their first steps in financial markets. The best investment newsletters are also an excellent way for advanced traders and market geeks to keep up with the pace of the ever-evolving market conditions and stay ahead of the news.
What is the best Investment newsletter? In the following guide, you will find out which 10 best investment newsletters to take advantage of and gain access to valuable information that will help you navigate financial markets easier.
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The Best Stock and Investment Newsletters
The best investing newsletters on the list provide subscribers extensive research, company insights, and powerful tools. In addition, the list includes services offering the best stock buy-and-hold recommendations, swing-trade ideas and day trade alerts.
- The Motley Fool Stock Advisor: Best performing investment newsletter since inception
- The Motley Fool Rule Breakers: Best growth stocks newsletter
- Zacks Premium: Best data-driven stock picks based on Zacks Rank
- Mindful Trader: Best daily swing trading newsletter
- Trade Ideas Strengh Alerts: Best weekly stock newsletter
1. The Motley Fool Stock Advisor
The Motley Fool Stock Advisor newsletter is one of the best-performing investment newsletters worldwide. Founded and issued by Tom and David Gardner, the Motley Fool Stock Advisor newsletter is focused on providing old-fashioned buy-and-hold investment ideas.
Stock Advisor is one of the leading newsletters in the industry, helping numerous investors stay ahead of the competition and gain valuable insights on a wide variety of sectors and instruments. Many finance websites consider Motley Fool to be the best stock advisor due to the significant outperformance of the S&P 500 benchmark.
Since 2002 they have proven to be efficient enough to outperform the S&P 500 with a wide margin of currently +590%, while the S&P index rose only by 137% during the same period. 190 stock recommendations gained by a minimum of 100%. Stock Advisor subscribers receive two stock suggestions each month, alongside thorough research and feedback on why investing in them is worth it.
The good thing about Stock Advisor’s recommendations is that they do not require you to invest thousands of dollars. Just the opposite, most of their stock picks can be fulfilled with small accounts.
Upon subscription, investors will get additional benefits such as access to Motley Fool’s library with investing materials, 10 stock suggestions for newbies, and the Best Stocks to Buy Now list. There is currently a 50% discount promotion giving you full access to Motley Fool Stock Advisor with a 30-day membership refund period.
2. The Motley Fool Rule Breakers
Motley Fool Rule Breakers is an investing service for growth stocks with two specific buy recommendations every month. Twice a month, the stock picks are delivered via email to your inbox. The main objective of the investing newsletters is to identify tomorrow’s market leaders before Wall Street discovers them.
Subscribers gain access to clear stock recommendations, company details, and potential risks with each recommendation. Access to the community, knowledgebase, Starter Stocks, and the Best Buys Now section is included besides the Rule Breakers bi-weekly stock recommendations.
The newsletter started in 2004 and is currently up by 352% compared to the S&P with 119% in the same period. 179 of the stock recommendations gained by 100% and more.
The investing newsletter Rule Breakers and investment newsletter Stock Advisor from the Motley Fool complement each other. Those who subscribe to both services get one trade alert every week. Within the first and third week of a month, Stock Advisor subscribers receive the trade alerts. In the second and fourth week of a month, Rule Breakers sends out the stock investing newsletter with different stock picks.
Normally, the subscription costs $299/year. With this discounted offer, you gain access for $99/year as a new subscriber. The offer comes with a 30-days membership refund period.
3. Zacks Premium
Zacks Premium provides investors with a stock scoring system called Zacks #1 Rank List. The Zacks analysts score all stocks and put them into various categories. The Zacks #1 Rank lists stocks that have beaten the analyst earnings estimates continuously.
Motley Fool Stock Advisor and Rule Breakers include specific stock picks, while Zacks Premium is more for investors who want to pick their favorite stocks from a pre-researched list. So, if you prefer doing your own stock research and want to use an additional source to cross-check your opinion or to verify how the Zacks analysts rank your stock compared to others, then this service is perfect for you.
The annualized return of Zacks Premium is at +25.6% per year based on the performance of all stocks included in the Zacks #1 Rank list. The list can be used to pick the preferred stocks with the best ratings.
The Zacks Premium subscription costs $249 per year and also includes a premium stock screener and access to various investment tools. The free 30-day trial is an excellent opportunity to validate the effectiveness of this stock market newsletter.
4. Mindful Trader
Mindful Trader is a daily investment newsletter with 3-5 new swing trade ideas per day. It takes about 5-10 minutes to follow the daily trades and the holding time is not longer than a couple of days.
The founder, Eric, uses a data-driven approach to identify the best stock picks for the day. Eric says he invested more than $200,000 and 4 years of research in developing his strategy. Besides stocks, he also trades options and futures occasionally.
Each morning, subscribers receive an update via email, and Eric explains his market perspective and the plan for the day.
Eric is transparent with the performance of his stock picks. On the website, you find the 20-year backtest results and the results of stock picks since inception. He started in November 2020 and generated a total return on account of +59,8% within the first 9 months. This makes it one of the best performing newsletters on the list.
5. Trade Ideas Strength Alerts
The Trade Ideas Alert index newsletter provides subscribers with five new trade ideas from their model portfolio every Sunday night. The chosen stocks show relative strength, and Trade Ideas uses their top-performing algorithms and statistical analysis for each stock pick.
Trade Ideas also offers the best stock screener for day traders, A.I. algorithms, automated trading technologies and financial education. The compounded account outperformed the S&P 500 since mid-2016 and gained by over 200%, while the S&P 500 gained by about 60% in the same period. That’s an annualized return of over 25% every year.
The newsletter is written by Trade Ideas market strategist Michael Nauss, a chartered market technician. Michael started trading in 2006 and worked for prop firms, tech companies, and hedge funds. A significant benefit is that subscribers receive the trade alerts on Sunday before the new trading week starts.
The combination of quantitative and technical analysis and algorithmic trading makes this newsletter unique. The Strength Alert subscription costs only $17 per month when you use this link. You can cancel the service monthly.
6. Hammerstone Daily Reports
Hammerstone Daily Reports are tailored for the specific needs of active investors. Subscribers receive market updates four times a day.
The Early Look highlights the economic dates, world news with market impact, a sector news breakdown about 2 hours before the open. Later, the Mid-Morning Look is a 4-pager PDF with a detailed market overview, economic data details, sector mover lists, and market-leading stocks with the catalysts for the movement.
The Closing Recap comes to your inbox about 30 minutes after market close. It gives an overview of the market behavior, includes a detailed equity market recap, economic data highlights, commodities updates, currencies and treasuries, and a sector breakdown with the most important news.
Hammerstone Daily Reports is an intraday-newsletter with insights about the current market developments covering catalysts, economic data, analyst ratings and insights. Explicit stock picks are not provided.
Hammerstone Reports costs $49 per month. For $20 more, subscribers also gain access to their real-time Market Talk feed, chat and forum. Hammerstone Markets is mainly used by institutional investors, but private investors can also benefit from the insights to beat the market.
7. Nate’s Notes
Nate’s Notes is one of the best performing investing newsletters with a long-term buy and hold approach. Subscribers receive a new issue of Nate’s Notes once per month, and it takes only a couple of minutes to re-adjust the portfolio based on the monthly update.
Nate tracks a so-called Model Portfolio and an Aggressive Portfolio. Both are made of the same basket of stocks, but the Aggressive Portfolio gets re-balanced more often, overweighs particular stocks and can use margin. New users can easily copy the existing portfolio 1:1, begin with the starter stocks, or scale in at their own pace.
Confirmed by The Hulbert Financial Digest, Nate’s Notes is one of the USA’s best-performing newsletters. The Aggressive Portfolio grew by 14,952% since 1997, which equals an annualized return of more than 23%.
You can test Nate’s Notes 1 month for $34 or pay $289 for 1 year, $519 for 2 years or $699 for 3 years.
8. The Prudent Speculator
The Prudent Speculator newsletter was founded way back in 1977, so it is safe to say that it is a time-tested solution. The main focus of the newsletter is value investing.
The newsletter tracks four portfolios and relies on selection, diversification and patience as the average holding period for the suggested stocks is in the range of 3 – 5 years.
Two portfolios are real money portfolios, The Prudent Speculator and the Buckingham Portfolio, while the PruFolio and Millenium Portfolio are hypothetical portfolios.
As of today, the newsletter recommendation performance totals 17.46% per year compared to +11.82% per year for the S&P 500 since 1977.
Depending on the pricing plan you choose, you will take advantage of different features, such as money-back guarantee, buy lists, target prices, quantitative analysis, a weekly commentary and more.
The monthly subscription costs $28. The yearly subscription costs $295, while the bi-annual subscription costs $495. John Buckingham, Editor at The Prodent Speculator, says that you will receive a refund of the remaining balance of your subscription if you are not satisfied with the service.
9. Morningstar Investor Newsletters
Morningstar offers sound advice for stock-, ETF- and mutual fund investing. All investing ideas are based on analyst research and include the Morningstar Watchlist, investment supplementing bonus reports, access to a subscriber only website, and email alerts with roundups, alerts and analyst notes.
Morningstar StockInvestor reports include companies with discounts relative to their intrinsic values based on their analyst evaluations. The Tortoise portfolio primarily focuses on “high quality” businesses with solid balance sheets and durable competitive advantage, while the Hare portfolio focuses on fast-growing companies.
Morningstar FundInvestor is all about picking the best mutual funds. DividendInvestor aims for above-average dividend yields of typically 3% to 5% with dividend stability. At the same time, the ETFInvestor newsletter covers everything related to exchange-traded funds with in-depth market segment analysis, watchlists and analyst reports.
The StockInvestor Tortoise Portfolio had a cumulative return of +508% over 20 years for an annualized return of ~9.5% per year. The Hare Portfolio is up +777.7%, with an annualized return of about 11.5%. Both outperformed the S&P 500, while the FundInvestor and DivendendInvestor did underperform the S&P 500.
The price for the digital version of each Morningstar Investing newsletter ranges from $145 to $199 per year. The print version costs $20 more.
Kiplinger is a personal finance magazine available as a print and digital issue published once per month. The magazine includes practical information and advice about investing, taxes, wealth building and saving.
Kiplinger is an excellent magazine for all topics around finance and offers a separate Kiplinger Letter, Tax Letter, and Retirement report plus various free e-newsletters.
Kiplinger’s advice is all about conservative investments. For example, the monthly Kiplinger’s Investing for Income newsletter aims to generate 4%-6% cash yield per year using proven techniques and lucrative investment alternatives.
Kiplinger’s Personal Finance Magazine costs only $29 per year. The price includes the print and the digital version. A two-year subscription is available for $39, while the separate e-newsletters cost between $0 and $99 per year.
Best Investment Newsletters Summary
Every newsletter in our top 10 list has the potential to help you better understand and plan investments. The performance statistics show that an average annualized return of 10-25% is possible with buy-and-hold strategies. Some day trading services aim for higher returns but also come with higher potential risks.
It is essential to evaluate the preferred investment approach to find the best stock advisor or investment service. The more transparent an offer is, the better for the investor.
The best newsletter service is the one that suits your needs the best with helpful investing insights, great customer support and stock investing advice based on a high-quality due diligence process. In addition, a 30-day money-back guarantee is helpful. If such a guarantee does not exist, make sure to subscribe for the shortest possible period first to keep your expenses low.
Some of the services listed send specific buy and sell recommendations, while others provide investors with market insights or small-cap financial newsletters, ensuring well-informed decisions.
|Newsletter||Monthly Subscription||Annual Subscription|
|The Motley Fool Stock Advisor||✖||$99|
|The Motley Fool Rule Breakers||✖||$99|
|Trade Ideas Strength Alerts||$17||✖|
|Hammerstone Daily Reports||$49||✖|
|The Prudent Speculator||$28||$295|
We calculated the annualized return to make the services better comparable. Please keep in mind that each service has its way of presenting performance to subscribers. Some vendors post the average annual return, some the performance since inception, some only provide a performance chart, and others are not that transparent.
We did our best to evaluate the numbers but cannot guarantee that any estimates are entirely accurate. Nevertheless, we hope you still find the performance estimates valuable.
Annualized Return = ((Ending value of investment / Beginning value of investment) ^ (1 / Number years held)) – 1
New stock recommendations
Market news can influence market behavior significantly, and even high-class stock newsletters cannot protect your investment portfolio from things like this. Investing is part of personal finance, and it is one of the more volatile ways to invest.
The track record
The mentioned investing services have a remarkable track record. A proven track record underlines the trustworthiness of service, and any investor should make small steps once a subscription started. Stock prices fluctuate, and you need to understand a newsletter’s investment logic before putting money at risk in your portfolios.
Risk and reward
High returns are possible, you can beat the market by following investment advice, but you also need to understand that high growth is not free of risk. The higher the risk, the higher the potential reward, and vice versa. Stock newsletters are the best way to get started for beginners, while options trading comes with higher investment risk.
You should never invest your money in stock if you are not 100% convinced that the investment is worth it. Investment services are helpful, but you manage your portfolio, and you take the risk.
How do investment newsletters work?
The best investment newsletters provide recommendations, advice and insights about the stock market, commodities or similar financial markets. Many people subscribe to newsletters to stay informed on what’s happening within their industry and see how it could affect them. Investment newsletters typically offer tips on the best stocks and industries to invest in, discuss changes within different markets and give advice based on trends in both the short-term market and long-term economy. They also provide readers with investment ideas and stocks to buy. Some services are specialized in a specific domain, such as healthcare and technology, or investments such as gold, silver, forex, or cryptocurrency. The primary function of an investment newsletter is to keep investors informed. Investing and trading don’t operate based on magic or fairy dust but rather on certain principles, patterns, financials and economic data that can be discerned if searched hard enough.
How to get started with the best financial newsletters?
The Best investing newsletters are a great starting point for beginners who start to discover the stock market, make their first experiences with investment recommendations, index funds, and mutual funds. One thing to consider is that a stock recommendation from a stock advisor in this list is not investment advice. We are all responsible for managing our portfolios, tracking returns, following the investment thesis we prefer, and learning to understand the stock market better and better.
Should you blindly follow stock recommendations from investing newsletters?
No. Even the best investing services see periodical variances in performance, and the long term success of investing depends on well-defined steps on how much to invest and when. For example, if you go all-in in one stock and this one stock collapse, will need a long time to recover from those losses. But the use of diversification and proper money management will split your risks. Do you agree with the business operation model of the company? Do the company financial show strength and long term growth? Do the latest news support the growth tendencies? How do the media write about the company? Are the analyst estimates and recommendations similar to your bias? Is your investment well-diversified, and do you have the capital remaining to diversify even more? Do the recommendations reflect your investing style, or are they too risky? Keep asking you the right questions and invest with common sense.
Are investment newsletters worth it?
Yes. It is worth it to start the best subscription by focusing on low costs and proven results. A historical trade archive similar to the one that The Motley provides ensures excellent transparency for the investor. New investment recommendations should always be analyzed before adding new stock to portfolios.
What are alternative ways to make money?
Independent investment decisions are possible by educating yourself about the basic concepts of finance, investing, and trading. The key to success is patience, small steps, money management, and becoming your own investment advisor over time. Some investors prefer dividend investing and buy individual stocks with a good dividend perspective or dividend stocks with the highest percentage dividend returns. Others prefer day trading. There is a niche for everyone, and even if investing is not for you, you may make more money fast by starting your own business.