According to the independent Hulbert Financial Digest, Investment Quality Trends is consistently among the top performing newsletters on a risk-adjusted basis over the last 25 years. Since 1986 the total return for its model portfolio has averaged 10% per year and its Lucky 13 portfolio has returned an average annual gain in excess of 12% over the last 10 years.
On an annualized basis, IQ Trends has beaten the market on a 15-, 10-, 3- and 1-year basis according to Hulbert.
What's Investment Quality Trends editor Kelley Wright's secret? He uses the Dividend-Value Strategy, based on the Dividend-Yield Theory developed by its legendary founder Geraldine Weiss. Since 1966 the Dividend-Value Strategy has consistently uncovered the highest-quality, highest-yielding dividend-paying stocks.
For example, when IQ Trends first recommended McDonald’s (MCD), it was $15 per share and the cash dividend was $0.21. Today McDonald’s trades around $93 and the cash dividend is $2.80!
Thanks to the extension of the 2003 tax rates, investors’ tax rate on dividends will remain at either 5% or 15%, depending on your income level. That’s a huge potential tax savings of as much as 23.6%, which makes finding the best dividend-paying stocks even more attractive.
Many investors make the tragic mistake of thinking that dividend-paying stocks are only for widows and orphans. Take a look at these gains year-to-date (as of 10/27/11) and see if the stocks in your portfolio did as well:
Oh, and by the way, this is without the dividend income!
Since its founding in 1966, Investment Quality Trends has been providing timely insightful investment information to some of the nation's leading banks, insurance companies, mutual funds and brokerage houses. Investment Quality Trends focuses on the serious investor who is interested in a long-term portfolio return made up not only of increases in capital but also stable dividend income. Using this select stock picking approach Investment Quality Trends has been able to consistently produce outstanding returns while also minimizing risk.
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