MoneyLetter is an award-winning newsletter is published every month, offering profitable investment analysis for more than 40 years. This publication for individual investors provides regular alerts, portfolio allocation recommendations, timely manager insights, industry news and economic updates. It keeps you informed on funds and ETFs to buy, hold, or sell in your portfolio in an easy-to-follow format.
Fund companies we follow include Fidelity, Vanguard, T. Rowe Price, iShares, Invesco, Schwab, American Century, ARK, Matthews, SPDR and many more. MoneyLetter has over 850 funds and ETFs in its database and highlights the top performers in each issue.
Each monthly issue varies with the investment news of the day, but the main sections include the market analysis article, model portfolio reports, mutual fund and ETF Fund Scorecards, the Cautious Investor Corner, and a topical financial planning article.
All subscriptions include the weekly Hotline update via email at no extra charge. The Hotline provides analysis between issues of the newsletter and also delivers early details on any trades in the model portfolios.
The goal is to provide you with the information and resources you need to build a successful investment strategy and a diversified, risk-conscious portfolio. The sensible, proven mutual fund strategy has consistently delivered outstanding risk-adjusted performance for more than a decade. The publisher uses hard-nosed fundamental economic analysis to determine the asset allocation mix most compatible with your risk profile and the current investment climate. Proprietary valuation and ranking techniques are then applied to our comprehensive database so that only the very best mutual funds and ETFs are selected. As a MoneyLetter subscriber, you provide the final and most important-element: decision-making based on your risk tolerance, time horizon, tax situation, and income requirements.
If you were to manage your own portfolio of stocks, you’d have to research, select, and monitor thousands of securities to construct a diversified portfolio of stocks. There’s an easier way. Mutual funds offer numerous advantages to individual investors, including toll-free switching, checking privileges, automatic dividend and capital gains reinvestment, and trained customer service reps.
Table of Contents
The main sections include:
- Market analysis article,
- Model portfolio reports,
- Fund and ETF Scorecards,
- Cautious Investor Corner, and
- Financial planning article.
Companies Mentioned
- American Century
- ARK
- Fidelity
- Invesco
- iShares
- Matthews
- Schwab
- SPDR
- T. Rowe Price
- Vanguard
