A Premium Research Membership Includes…
1. Members-Only Investment Ideas:
We’re constantly following the market, we do a lot of analysis, and write a lot of research reports on investment we currently own or may own in the future. You can see titles for some of our latest members-only Investment Idea reports, below:
View all Members-Only Investment Ideas here.
2. The Income Equity Portfolio: 25 Stocks
This is a top ideas portfolio designed for investors seeking high current income and powerful long-term total returns (i.e. dividends plus price appreciation).
The holdings are a combination of “Steady High Income” (SHI) and “Opportunistic High Income” (OHI) investments.
Note: This information is for illustrative purposes only. Members can view and/or download an Excel spreadsheet version of the complete, most up-to-date, 25-stock Income Equity portfolio, at any time.
Income Equity Performance Track Record:
Note: The “Dividend-Quality Trade-Off” suggests that stocks with unusually high dividend yields will deliver lower total returns and higher volatility risk as compared to stocks with low but growing dividend yields, and especially as compared to the overall S&P 500. We are quite pleased that our Income Equity portfolio yields ~3x that of the S&P 500, and has still delivered highly competitive long-term total returns (not to mention we’re not hemorrhaging big detracting investment management fees to an investment advisor because we are doing it our self). We are focused on maintaining our strong track record of high income and powerful total returns into the future.
3. Alternative Fixed Income Portfolio: 15 Top Ideas
This is a top ideas portfolio designed for investors seeking high current income from “non-stock market” investments. The strategy uses a combination of fixed income closed-end funds (CEFs) and preferred shares (these hybrid securities behave more like bonds than stocks).
The strategy seeks Fixed Income CEFs (FICEF) and Preferred Share Dividends (PSD) trading at attractively discounted prices relative to the high income we expect them to deliver.
Note: This information is for illustrative purposes only. Members can view and/or download an Excel spreadsheet version of the complete, most up-to-date Alternative Fixed Income portfolio, at any time.
4. Income Via Growth Portfolio: 25 Stocks
This top ideas portfolio is designed to generate powerful long-term income through price gains. The holdings are categorized into “Steady Growth” (SG) and “Pure Growth” (PG) ideas.
The strategy can help investors diversify away some of the risks associated with portfolios that are overly concentrated in only the highest dividend and income-paying securities. It’s also put together an impressive long-term track record of significant gains.
Like all of our strategies, we don’t expect readers to match our portfolio holdings exactly (although they can come pretty close if they choose); rather, the idea is to share top ideas and strategies to help you manage your own investment portfolio.
Income Via Growth Performance Track Record:
Per its objective, the Income Via Growth portfolio continues to deliver powerful long-term total returns.
5. The Contenders List:
The Contenders List includes investment opportunities that we track, but don’t currently own. We may own them in the future, if the price and market conditions are right (that’s why we track them). We assign a category to each name on the list, including SHI, OHI, FICEF, PSD, SG and PG (see above for definitions).
Like the names we do currently own, we have completed detailed analysis and written detailed reports on many of our “contenders” so we are ready if the right price and market conditions arrive.
Recently, there were 60 investments (and growing) that made it onto our Contenders List, and that is in addition to the 65 investments we own across our investment strategies (25 in Income Equity, 15 in Alternative Fixed Income, and 25 in Income via Growth). Below is a short excerpt from The Contenders List for illustrative purposes only.
Note: This information is for illustrative purposes only. Members can view and/or download an Excel spreadsheet version of the complete, most up-to-date, “Contenders List” (as well as current portfolio holdings) at any time.
6. The Blue Harbinger Weekly:
This is our weekly idea generator and market commentary report. It usually includes updated performance data on each of our individual holdings (and contenders) to help readers understand what has been working and what hasn’t. We also include our commentary on why individual names have been experiencing significant price moves, and whether it represents a new risk or a potential “buying opportunity.” Further, we generally include our overall market commentary and opinions, as well as sharing “wisdom” on investment strategies (such as opportunities versus common mistakes and pitfalls to avoid).
View all “Blue Harbinger Weekly” reports here.
7. Options Trades: Income-Generating (Members-Only):
For members looking for more active income-generating opportunities, our options trades offer a diversified source of income that is consistent with our long-term approach to investing. Members can participate in as many or as few of these “cash-secured” options trades as they choose.
View All Income-Generating Options Trades here.
8. Members-Only Comments:
Members-only content has a members-only comments section, and readers are encouraged to leave constructive (hopefully polite) comments. The idea is for readers to share feedback, questions, opinions and concerns that will be beneficial to the group. The Blue Harbinger Weekly is a good place to leave more general investment comments, whereas the Investment Idea articles are better for more specific questions about the specific investment ideas in that particular article.
Managing your own investments is NOT for everyone. But for those of you inclined—a membership to Blue Harbinger is worth many times the cost. You can pay an investment advisor 1.5% of your total nest egg every year to manage your investments for you (which can be an enormous amount if you do the math). And that advisor generally puts his best interests (or his firm’s) ahead of yours. And their performance is usually not good, especially after their fees.
Many of our members simply enjoy investing, and prefer to manage some, or all, of their own investments. Our goal is to help you manage your own investments, and to do it well.