Research Membership

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Membership includes full-access to the holdings within all three Blue Harbinger strategies, including detailed reports for every position.

High Income Equity:

Best for: Mature, do-it-yourself investors, interested in generating high income from a diversified portfolio that may include REITs, MLPs, BDCs, CEFs, and variety of high income value stocks.

Portfolio Stats...

Yield: 5.2%

No of Holdings: 20

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Disciplined Growth:

Best for: Disciplined, long-term investors, interested in building wealth through a diversified portfolio of attractively priced stocks with very significant, long-term, capital appreciation potential.

Portfolio Stats...

Yield: 2.0%

No of Holdings: 15

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Smart Beta (ETFs):

Best for: Long-term investors, interested in growing capital through a diversified portfolio of efficient, low-cost, Exchange Traded Funds (ETFs) benefiting from strategic asset allocation tilts.

Portfolio Stats...

Yield: 2.1%

No of Holdings: 5

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Please note: We also offer a subscription service on Seeking Alpha at a significantly higher price point.


Members also receive...

In addition to a detailed write-up (and periodic updates) for all of the holdings within each of the three investment portfolios described above (e.g. Income Equity, Disciplined Growth, and Smart Beta) members also receive full-access to...

The Blue Harbinger Weekly

This weekly report generally includes an update on Blue Harbinger holdings and/or an outlook on the market. Investment performance and market news items may be covered. The Weekly also often includes information on new investment ideas that we have been researching and that could potentially be added to one of our Blue Harbinger strategies in the future. New issues of the Blue Harbinger Weekly are generally first made available over the weekend. Recent examples are as follows...


Members also receive...

In addition to detailed reports for all of our holdings across all of our strategies, and in addition to the Blue Harbinger Weekly, members also receive full-access to our members-only...

Weekly Investment Ideas

These are specific investment opportunities that we generally don't own, but that may be attractive to readers, and we may initiate a position in the near future. Recent examples are as follows...


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Get instant access to 100% of Blue Harbinger's members-only content:


By purchasing a subscription, you acknowledge you agree to the Blue Harbinger Terms of Use.


Core Beliefs:

Invest for the Long-Term. Investing for the long-term is the best option for most investors because it allows the value of your investments to compound each year, and because it protects you from many of the expensive hidden transaction costs that are prevalent throughout the industry.

Diversify. Through the use of individual stocks and a few ETFs, Blue Harbinger helps you achieve an appropriate level of diversification.  Too little diversification exposes you to too much risk, and too much diversification is totally unnecessary and often very expensive.

Minimize Costs.  One of the core tenets of Blue Harbinger is to help investors avoid the high costs, hidden fees and conflicts of interest that are prevalent throughout the industry.  For example, not everyone needs a full-service financial advisor (aka stock broker), especially considering all of the transparent and non-transparent fees that exist (e.g. 5% sales charges, management fees, 12b-1 fees, and unnecessary trading costs, to name a few).  Also, most investors would be better off avoiding mutual funds because they tend to charge very high fees.  For example, they often take 1-2% percent of your money each year (for management fees), and most of them underperform over the long-term because they are over-diversified (i.e. they are "closet index funds" with inappropriately high fees and hidden trading costs).  Additionally, many investment advisors are simply not able to act in your best interest because of inherent conflicts of interest.  For example, their arms are often being twisted by special interest groups to invest your money in a certain way.  Also, many of them are simply acting in their own best interest, not yours.

Understand your Investments.  At Blue Harbinger, our rule of thumb is that if we don't understand the investment, we don't invest.  Regarding stocks, we need to understand how the company makes money, and we need to believe in the business going forward before we invest.  This same rigorous analysis applies to ETFs.  We need to understand what the ETF actually holds (all securities in a market or just a sample, derivatives), does it trade at a daily premium or discount to its net asset value, and what fees are being assessed, to name a few.  Blue Harbinger subscribers have access to all of our research reports and updates.

Valuation Matters.  Understanding valuation is critical when actively selecting stocks.  Just because we like a business doesn’t mean it is a good investment.  Discounted cash flow analysis, earnings growth forecasts, and peer benchmarking are examples of important valuation inputs to help us identify attractively priced investments.


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