The Best Investment Newsletters 2019
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 a great 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.
All this indicates the massive importance of financial newsletters for all types of market participants and explains why they are so popular among the wide audience.
However, apart from really valuable content, there are also financial newsletters that act unethically and try to exploit their readers’ trust.
These bulletins are focused predominantly on capitalizing on investors trust by suggesting “insightful” investment ideas that they are somewhat related to – either by personal investments or by a referral-type of a scheme.
All this emphasizes the importance of being able to separate valuable from biased or scam content and subscribe only to industry bulletins that provide truly meaningful and transparent information.
In the following guide, you will find out which are the 8 best investment newsletters to take advantage of and gain access to valuable information that will help you navigate financial markets easier and more efficiently.
Trade Ideas Trade of The Week
Before we start with the paid investment newsletters in the category "paid", I like to talk about Trade-Ideas free investment newsletter called "Trade of The Week".
Once a week, subscribers to Trade-Ideas TOW-newsletter receive a trade idea.
I personally do not trade the Trade of the week directly. Based on Trade-Ideas statistics, the TOW has beaten the market in the past, but I prefer day trading first.
So what I like to do is to put those stocks that come up via the Trade of the Week into my daily watchlist for the respective week and I have an alert type in place that I get notified, whenever the price is above the previous trading day high.
Because all Trade of the week calls are bullish. So it is not the intention to short anything.
Furthermore, the stock selection is mostly for stocks that see unusual movements to the upside, considering, that momentum will come up.
So having the scan in place for the cross of the previous day high, I am where I want to be, riding the wave to the upside, keeping the stops tight and taking profits based on the first major move each day when it breaks the previous day high.
Since I am a subscriber to the Trade of the Week for many years, I also studied the price movements of those stocks and realized, that usually, the second leg of an up-move on the daily time-frame is the most profitable one.
What does that mean?
Once the trade is called out, there is usually a day or two that the stock is moving higher on a daily basis. However, many times the price comes back on the daily time frame and forms a higher low on the daily chart.
Then often the 2nd leg is formed and more powerful than the 1st. Anyway, I do not like swing trading that much. For that reason I track the TOW-stocks further on as long as the formed higher low on the daily chart is made and the movement is clean and powerful.
Once the candlesticks get mixed or the movement slows down, I drop the stock from my watch list. However, I also trade the 2nd leg only as a day trader. I do not hold the position overnight.
Day trading for beginners can be tough. I know. That's why I recommend using free services first and practicing trading by using a free paper trading brokerage account.
The Trade of the week is for free. For that reason, nothing speaks against subscribing to the Trade-Ideas Trade of the Week.
The Top 8 of The Best Investment Newsletters
The truth is that most investment newsletters are worthless and won’t provide you with any real value. Moreover, they may even harm your financial health.
If you want to avoid all that and get your hands on the best financial information, as well as receive valuable insights directly into your inbox, make sure to start with the following best performing financial newsletters:
This is one of the best newsletters that you can find which has been around for more than 20 years already.
It is considered one of the leading independent industry newsletters and is dedicated predominantly to making investing in Fidelity mutual fund investments safer and more profitable.
The Fidelity Investor newsletter has won awards for its performance and the efficiency of its suggestions from the independent Hulbert Financial Digest.
Fidelity Investor is issued monthly, but it emails subscribers with separate pieces of information on a more frequent basis.
For example, Fidelity Investor’s subscribers get weekly emailed hotlines with timely advice, performance updates, quarterly reviews of their 401(k) plans, exclusive fund manager interviews and exclusive 24-hour access to a website, dedicated especially to members.
If you choose to subscribe for this newsletter, you will take advantage of the first-hand experience of Jim Lowell, a widely-renowned investment guru and author of well-acknowledged books.
Through his Manager Ranking System (MRS) and thanks to his philosophy of “buying the manager, not the fund”, Jim Lowell provides insightful suggestions on the best picks and highest-performing Fidelity funds.
The Fidelity Investor newsletter offers a 30-day money back guarantee so that you can try it and check whether it is worth paying for.
1 year (12 issues) - $99.95
2 years (24 issues) - $189.00
Linde Equity Report
This newsletter is among the best choices for DIY investors and offers invaluable insights into stock picking for individuals with high-risk tolerance.
Its focus on high volatility – high reward potential instruments is best used as an addition to more conservative ideas, rather as a sole investment methodology.
According to the independent Hulbert Financial Digest, Linde Equity is the #1 performing newsletter for the period 2005 – 2015.
This statement is pretty reasonable, considering the statistics for its performance:
- Number of stock recommendations: 224
- Average share price gain: 25.4%
- Annualized average price gain: 25.9%
- Average holding period: 11.8 months
The newsletter works in a quite different way, compared to its competitors.
The Linde Equity suggests just one stock per month as they believe the quality of the of the idea is far more important of the quantity.
If a subscriber takes into account the newsletter’s suggestion and invests in the given instrument, then he automatically starts getting monthly updates on its performance until it is sold.
Linde Equity tracks its own performance to make it easier for individuals, evaluating whether it is worth to subscribe for the newsletter by monitoring and publishing the investment results of all its previous recommendations.
To get familiar with the newsletter format and make sure that it is worth your money, make sure to check the following example.
1 year - $199.00
Nate’s Note, as this newsletter is also known, is another great choice for individual investors.
It is focused on a long-term strategy and suggests to its subscribes making rare investments of once per month.
According to Hulbert Financial Digest, Nate’s Notes is one of the best performing newsletters in the USA.
This is completely understandable, considering the notable returns. Since 1997, the suggestions of the investment newsletter have generated the following returns:
- Aggressive Portfolio: 4 921%
- Model Portfolio: 1 860%
- Nasdaq: 334%
- DJIA: 224%
On their website, the newsletter providers state that the abovementioned results of outperforming the DJIA by 8:1 and 22:1 margins for the Model and Aggressive Portfolio’s scenarios respectively are achieved through “a sensible, long-term approach”.
If you want to get familiar with the style of the investment newsletter, make sure to check the following example.
Bear in mind that even if you choose to subscribe for 3 years and at some point decide that you don’t want to receive the newsletter anymore, you can opt to unsubscribe and get a refund on a pro-rated basis (or in other words – you will get the money back for the months left).
1 issue trial (28 days of website access included) - $34.00
1 year - $289.00
2 years - $519.00
3 years - $699.00
Fidelity Monitor & Insight
The Fidelity Monitor & Insight newsletter claims to be the best performing Fidelity-related bulletin for the past 30 years.
However, its authors do not have any ties to Fidelity. They are independent analysts, focused on providing their audience with valuable suggestions on mutual funds from the abovementioned issuer.
The advisory service is designed with the main goal to help individuals and groups navigate Fidelity mutual fund investments easily and efficiently.
It provides consultations and in-depth analysis of Fidelity funds since 1986.
The newsletter features 5 different portfolio scenarios, all of which are easy-to-follow and implement. Apart from that, it includes 4 additional models for Fidelity’s PRA annuity instruments.
The variety of investible solutions, included in the newsletter, gives individuals freedom and provides them with a wide range of choices, depending on their risk tolerance and investment philosophy.
When it comes to returns, the Fidelity Monitor & Insight’s Growth Model managed to outperform the S&P 500 while maintaining similar level of risk, while it’s more aggressive portfolio, also known as “Select System”, for a period of 27 years (up to 2015) has grown by a factor of 28.
The newsletter service provides a weekly hotline that can be accessed from email, phone or the website. That way, investors can keep track of the suggested portfolios and implement them in their own strategies.
If you want to take a look at an example of the newsletter, click here.
You can get a full refund of your money within the first 3 months. After that, if you request a refund, you will get back the money for the rest of the period you have paid for.
1 year - $159.00
*new members get 3 additional months for free
The Prudent Speculator
Here is one for those who are willing to find undervalued stocks. 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 to suggest its subscribers stock market bargains. It relies on selection, diversification and patience as the average holding period for the suggested stocks is in the range of 3 – 5 years.
The newsletter suggestions’ performance totals 17.75% and outperforms the S&P 500 with more than 6.5%.
If you want to check how a typical newsletter by the Prudent Speculator looks like, make sure to request a free example here.
Depending on the pricing plan that you choose, you will take advantage of different features, such as money back guarantee, buy lists, quantitative analysis, weekly commentary and many more. For more information, check this.
Monthly - $28.00
1 year - $295.00
2 years - $495.00
Throughout the years, Forbes has established itself as one of the most prominent sources of financial information, both – online and offline.
Its series of newsletters is one of the leading in the industry, helping numerous investors stay ahead of the competition and gain valuable insights on a wide variety of sectors and instruments.
Instead of issuing an all-in-one newsletter, Forbes has decided to differentiate its topics in various bulletins.
This is a great idea as the user can better tailor his preferences and subscribe only for content, that appeals to his self-interests and personal investment philosophy.
Forbes’ newsletters are divided into the following groups:
- Income & Safety
- Funds & ETFs
- Economic Analysis
Each newsletter is written by a leading expert in its field. That way, you can take advantage of the know-how of market gurus, such as George Putnam, Richard Lehmann, A. Gary Schilling, Jack Adamo, etc.
The regularity of the issued newsletters varies – some are issued once or twice per month, while others will send you periodical news analysis and updates on a weekly basis.
Monthly – from $18.00 to $499.00
1 year – from $199.00 to $5 988.00
2 years – from $399.00
*Each newsletter series has a different price and payment structure. For most of the newsletters, you can choose a monthly, annual or bi-annual subscription plan, while for others, you can choose a quarterly scheme as well.
The price varies, starting at $18 per month and going up to $719 for a 2-years subscription.
However, Forbes Elite Investor is one of the most expensive financial bulletins in the sector, charging up to $499 per month ($5 988 per year).
Action Alerts Plus
Next on the list is a newsletter, founded and issued by the prominent and widely renowned hedge fund manager, Jim Cramer.
Action Alerts Pro is focused on teaching investors how to navigate financial markets wisely and build a successful blue chips portfolio. However, the newsletter suggestions are not limited only to the most valuable stocks.
Just the opposite – it offers a variety of different indices, representing value, income or growth stocks, as well as a combination of all. This brings a great opportunity for all types of investors to find the most suitable mix of instruments to their philosophy.
With that said, it is worth mentioning that the Action Alerts Plus service is developed more like an interactive system, rather than a purely informative newsletter.
It sends you real-time alerts and notifications about suitable trades so that you can make them on the go, thus capitalizing on current market momentum.
Apart from that, at the end of each week, subscribers get a thorough summary of the most notable events from the past 7 days, including an in-depth analysis of upcoming key opportunities and risks.
Once you subscribe for the service, even if it is just for the free trial, you will be granted access to exclusive reports, as well as Jim Cramer’s best-selling book – “Get Rich Carefully”.
One of the best features of the Action Alerts Plus newsletter is the monthly conference calls and interactive Q&A sessions, hosted by Jim Cramer and his research team.
Yet, it is worth mentioning that there are two types of Action Alerts Plus reports – Gold and Silver editions.
To find out what is included in both of them and choose the most suitable for your budget and needs, check this link.
Action Alerts Plus Gold for 1 year - $299.95
Action Alerts Plus Gold for 2 years - $499.95
Action Alerts Plus Silver for 1 year - $149.95
Action Alerts Plus Silver for 2 years – $299.95
Lost, but not least, comes the Motley Fool newsletter which is one of the most popular 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 that.
Since 2002 they have proven to be efficient enough to outperform the S&P 500 with a wide margin (308% against 77% for the index).
For more information about Stock Advisor’s performance throughout the years, check the graphic here.
One of the leading features of the newsletter is providing monthly stock picking suggestions.
When you subscribe for Stock Advisor, you will receive two stock suggestions each month, alongside with thorough research and feedback on why investing in them is worth it.
The good thing about Stock Advisor’s recommendations is the fact that they do not require from you to invest thousands of dollars.
Just the opposite – most of their recommendations can be fulfilled if you have as little capital as $100 per month.
Upon subscription, investors will get additional perks such as access to Motley Fool’s library with investing materials, 10 stock suggestions for newbies, etc.
For monthly-plans, you can cancel your subscription at any time, while for the annual ones, you have a 30-day money-back guarantee.
For an in-depth review of Motley Fool’s Stock Advisor newsletter, click here.
$19.00 per month
$99.00 per year
Best Investment Newsletters Summary
If you are willing to pay for a newsletter service, make sure to choose wisely and in accordance with your investment philosophy.
When doing your research, you will come across plenty of newsletter’s that will promise exorbitant returns.
Do not fall for scam schemes and make sure to choose one of the leading providers within the industry.
To help you do that easier, check the following table and, if needed, go ahead and do in-depth follow-up research.
Price Per Month
Price Per Year
Price Per 2Years
Linde Equity Report
Fidelity Monitor & Insight
The Prodent Speculator
Action Alert Plus
Motley Fool's Stock Advisor