A Research Membership includes...

...full-access to the holdings within each of our three…

Proprietary Investment Portfolios:


1. Income Equity

This strategy targets an aggregate yield of greater than 5%, and normally holds approximately 15-25 individual positions, that may include dividend stocks, real estate investment trusts (REITs), closed-end funds (CEFs), exchange-traded funds (ETFs), business development companies (BDCs), master limited partnerships (MLPs), and other income equities. This strategy has a dual objective of high income and long-term price appreciation.


2. Disciplined Growth

This is a 100% equity portfolio, normally consisting of approximately 15-25 holdings. The objective is long-term capital appreciation and total returns in excess of the S&P 500. This is NOT an income portfolio, it is a disciplined growth portfolio. Holdings may include disciplined growth stocks, companies with open-ended growth, ETFs, CEFs and other attractive capital appreciation opportunities.



3. Balanced Income

This balanced portfolio's combination of stocks and bonds can work to reduce overall volatility, while targeting an aggregate yield in excess of 6%. The strategy normally includes approximately 15-20 publicly traded equity securities (e.g. dividend stocks, REITS, CEFs, BDCs, MLPs) and 10-15 fixed income securities (e.g. investment grade and high-yield corporate bonds, CEFs, preferred shares, and others).

A membership also includes...

Investment Reports: Ideas and Updates

These reports may include attractive new investment opportunities, updates on current portfolio holdings (including new buys and sells), market outlook reports, and more. Members can expect to receive, on average, at least 5-7 of these reports per month, and usually more. Examples can be viewed here and here.

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By becoming a member, you acknowledge you agree to the Blue Harbinger Terms of Use.


If you are unhappy with your membership to Blue Harbinger Research for any reason, contact us within 30-days, and we'll provide a full refund, no questions asked.

Target  Audience:

Blue Harbinger Research is created to help you manage your own investments. It's based on the concept that disciplined long-term investing is a proven strategy for success. If you are looking to "get rich quick," Blue Harbinger is NOT for you. If you're looking for help in identifying exceptional opportunities, consider a membership.

We often share investment ideas that offer attractive dividends and high yields, but we also understand that one of the most common myths among many investors is that focusing exclusively on high yield is the safest way to meet your needs. Dividend stocks, like all categories of investments (e.g. value stocks, small company stocks, growth stocks, high-yield bonds, etc.) go in and out of favor. There is nothing wrong with owning attractive dividend stocks, but focusing exclusively on them can cause you headaches when they're out of favor; they can also cause your spending power to decrease over time with regards to inflation (especially considering people are living longer and longer after they retire). For these reasons, we share attractive opportunities, across investment categories. Specifically, in addition to attractive high income ideas, we also share attractive blue chip value stock ideas (with more long-term capital appreciation potential), and we even share some powerful growth stock ideas with very significant long-term price appreciation potential. All of this is designed to help you customize your investment portfolio to meet your own personal investment needs and preferences.

Lastly, Blue Harbinger Research is an opportunity to keep learning new things, and investing is a passion for many of our members. However, managing your own investments can take time and requires discipline, and some people simply prefer to outsource these responsibilities to someone else--which is fine. If you are a do-it-yourself investor, our efforts are focused on helping you identify exceptional investment opportunities. Thank you for your consideration.

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