Welcome to Investletter
Investment Advice comes in all shapes and sizes. Some is more trustworthy and some costs much more than others. Our goal is to build a trusting relationship and provide the best possible investment advice at a reasonable price.
Our advice is modeled on an approach that has outperformed the S&P 500 market average for the past eight years. All of our assets are invested exactly as we suggest to you. If it is not worthy of our money why should it be for yours. We follow fundamental investment principles and aim for market beating returns. If you are tired of sub par performance and investment advisors whose own interests come before yours, consider subscribing to The Commonsense Investletter investment advisory newsletter.[more]
2008 Year to Date Performance (06/30/08)
In each of our four years of publication we have managed to outperform the market (as represented by the S&P 500 average), with our smallest margin being 6.2 percentage points in 2006. In 2007 we beat the market by a commanding 45.9 percentage points. Our cumulative return over the four years we have published the newsletter is 175.1% far outdistancing the S&P 500's 42.1% return. A $10,000 investment in the Investletter Model Portfolio would have turned into $27,500 while the same investment in the S&P 500 would have become $14,200 over the same time frame.
Year to Date Performance Cumulative Return
The Truth About Income Taxes.
It is especially pertinent as we head into tax season and the recent news coverage of the AMT fix signed by President Bush. The article is not a fix for the tax system, but an explanation of the changes that have taken place over the past 20 years. Regardless of your feelings about how the tax burden is divided this article just presents the facts as provided by our friends at the IRS.[more]
Enjoy a risk-free way to subscribe to our market beating newsletter.
Investletter announces a new subscription option. You can subscribe to the Commonsense Investletter for $249 and receive a full refund if we do not do our job of beating the S&P market average. If the advice we provide does not earn you any more than the passively managed S&P 500 market average, you pay nothing. That's right! We will refund 100% of your subscription price. We are providing no value to our subscribers if our advice does not do any better than the market as a whole. Click here to find out more.[more]
MOD-PAC versus CSP, Inc.
Security analysis is fraught with uncertainty. To analyze investments it requires patience, creativity, and a varied toolbox of knowledge and life experience. Sometimes a situation jumps out at you and makes the analysis easy. This we feel is one of those situations. It compares two companies, MOD-PAC and CSPI, Inc. They both have market capitalizations near $25 million. We prefer one company over the other. If it is not readily apparent, drop us an email and we will gladly provide the answer.[more]