The 10 Best Investment Newsletters For Stock Traders and Investors In 2021
Investment newsletters are among the most convenient tools for investors to beat the market and generate above-average returns. But with more and more similar services in this sector, it becomes even more important to separate valuable services from scams.
We analyzed over 20 different vendors and invite you to take a closer look at the ten best investing newsletters of the year, how they perform, how they work, and how much they cost.
Transparency: We may get compensated when you click on links in this article.
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.
Now let's get right into the list of the best investment newsletters of the year.
Best Investing Newsletters List
- The Motley Fool (Most Popular Investing Newsletter)
- Trade Ideas Strength Alerts (Best Weekly Newsletter)
- Mindful Trader (Best Swing-Trading Newsletter)
- Zacks Premium (Best Stocks Rank List)
- Hammerstone Markets (Best Daily Market Updates)
- Nates Notes (Best Monthly Newsletter)
- The Prudent Speculator (Long-Term Investment Portfolio)
- Morningstar (Diversified Model Portfolios)
- Forbes (Widest Range of Offers)
- Kiplinger (Best Personal Finance Magazine)
10 Best Investing Newsletters Reviewed
The best investing newsletters on the list provide extensive research, company insights, and powerful tools to subscribers. In addition, the list includes services offering the best stock buy-and-hold recommendations, swing-trade ideas and day trade alerts.
The Motley Fool
The Motley Fool makes it the first place of best investment newsletters. Over 70,000 search requests are related to their two favorite offers, Motley Fool Stock Advisor and Rule Breakers.
Stock Advisor and Rule Breakers focus on long-term buy-and-hold investment ideas. Their stock picks can be fulfilled with small accounts, and it is easy to create a diversified portfolio based on their suggestions.
Subscribers gain access to stock recommendations, company insights, risk assessments, the community, knowledge base, and best stocks to buy. Since 2002 they have proven to be efficient enough to outperform the S&P 500.
The Motley Fool Stock Advisor focuses on market leaders in the industry with excellent long-term earnings results like Amazon, Netflix, and Tesla.
The Motley Fool Rule Breakers is a bit different and focuses on high-growth stocks and wants to identify tomorrow's market leaders before Wall Street discovers them.
Motley Fool published the last performance graph in September 2020, where the Stock Advisor return was +562% since inception compared to +129% in the same period for the S&P 500 index.
The growth-newsletter Rule Breakers performed with +313% since inception compared to the S&P500 with +112% at the same time.
With those results, both newsletters archived an annualized return of about +11% each year. One advantage of both services is that the number of traded stocks is easy to manage, and investors can copy trade the ideas to archive similar results.
New subscribers can currently join both newsletters with a 50% discount by using the links below. The discount will be applied automatically:
- Discounted link for The Motley Fool Stock Advisor ($99)
- Discounted link for The Motley Fool Rule Breakers ($99)
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. My detailed Trade Ideas review explains all features and functionalities in detail and provides insights into utilizing it most efficiently.
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.
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 +32.5% within the first 6 months. This makes it one of the best performing newsletters on the list, but it is not possible to calculate the annualized return at the moment.
The pricing structure of Mindful trader is simple. Here you pay $47 per month and get his stock picks, options picks and futures picks.
Zacks 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 and Trade Ideas Strength Alerts include specific stock picks, while Zacks Premium is more for investors who want to pick their favorite stocks from a pre-researched list.
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. Copytrading of those stocks is not realistic since about 200 stocks are listed in that category, but 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.
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.
Daytradingz.com readers receive a 15% discount on all Hammerstone products, including the Daily Reports. Follow the link below and type "daytradingz.com" under "Notes/Promo Code" to start your 14-day free trial and receive the 15% after that.
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.
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.
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.
Throughout the years, Forbes has established itself as one of the most prominent sources of financial information, online and offline. Its series of investor services 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
A leading expert in its field writes each newsletter. 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 varies. Some are issued once or twice per month, while others will send you periodic news analyses and updates weekly.
During our research, we noticed one statement that Forbes Investor trounced the S&P 500 by 3:1 since the year 2000. We also found a read more drop down in the Forbes Elite Investor section, where 2.300 words of unformatted text notice some performance insights. It is hard to interpret the numbers available, and a performance graph per service would be outstanding in terms of transparency.
Each newsletter series has a different price and payment structure. For most of the offers, 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 $995 for a 2-years subscription. Forbes Elite Investor is one of the most expensive financial bulletins in the sector, charging $499 per month, $4,995 billed annually or $9,550 billed every two years.
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 personal 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 investment newsletter is the one that suits your needs the best.
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||✖||$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.
Do Your Due Diligence
You should never invest your money in stock if you are not 100% convinced that the investment is worth it. Sound advice is helpful, but you design your portfolio, and you take the risk.
Tim Sykes, Jim Cramer, MarketClub, Fidelity
From Jim Cramer Action Alerts Plus, MarketClub and Fidelity to Tim Sykes, there are similar services out there. We currently review them in more detail and update the best investing newsletters list once the data is complete.
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 stock 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. Here are some aspects to consider before buying stock to protect your money:
- 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?
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 stock 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, considering personal finance aspects, and becoming your own investment advisor over time.