My boss would tell me not to say that.
He’d say, “Don’t tell people you’re going to make their lives more difficult! Especially when you’re trying to sell them a subscription to your newsletter. You’re supposed to make things easier, what’s the matter with you?”
Well, the thing is, I really do want to make The Wealth Advisory more difficult for subscribers. Jason and I want our portfolio to be so good — so chock-full of amazing, awesome stocks — that our readers will agonize over which ones to choose for their own investments.
And I have to say: we are succeeding.
The Wealth Advisory portfolio currently holds 33 stocks. It’s a good mix for a range of investment goals. Dividends, REITs, tech, a few marijuana stocks, very select biotech and retail. Of course, we don’t expect anyone to buy them all. So we do a very thorough yet easy-to-read/understand review of each and every stock in the monthly issue.
And we also do our monthly Top 10 videos to highlight the 10 stocks we think have the best immediate catalysts. It’s entertaining, and the performance of our top 10 has been really good.
Now, Jason Williams started as my editorial assistant at The Wealth Advisory a couple years ago. He was living in Brooklyn at the time and had recently quit a pretty cushy job at Morgan Stanley. Yeah, he was moving a lot of loot around. But he really wanted to be picking stocks…
I jumped at the chance to add such a talent, and Jason’s basically my partner at The Wealth Advisory. And I’ll tell you: as a team, we are formidable.
So this next part comes from the update Jason sent to Wealth Advisory subscribers on Monday (I’ve had to edit out some ticker symbols for stocks — can’t give away the farm here).
Long Story Short: We’re Killing It!
We’ll start with the longer term and work our way in…
Over the past year, the S&P 500 fell 4.4%. The Dow Jones dropped 3.6%. And our current stocks gained 8.32%.
Of course, we had our share of losers. But our winners were so much better that we averaged a gain while the market was losing. Passive investors saw money head out the door. We actively invested in the best companies and came out on top.
We beat the market by about 300% over the past year. And 300% is about how much Twilio was up. Not too bad on either account.
And the past month, we absolutely destroyed the averages…
Even after turning around to start the year, the Dow is down 8.6% as of today. The S&P is doing a little worse at a 9% loss.
But how about The Wealth Advisory portfolio? How’s it looking?
Well, it’s up an average of 15.29% over the past four weeks. Again, that’s about 300% better than the stock market averages. How’s that for outperformance?
That’s 21 stocks that are up double digits in the past month and only two that are in the negative. Out of 32 companies, 30 of them are up for the month.
is the big winner for the month. It’s up a whopping 56.6%. Twilio and Incyte are next at 38.3% and 33.7%, respectively. is up over 30%, too.
I really want to list all the gains because they’re that impressive, but I don’t have the space. And my editor doesn’t have the time. But here’s a chart of all our winners this month:
|
SYMBOL |
4-WEEK GAIN |
SYMBOL |
4-WEEK GAIN |
|
N/A |
56.60% |
N/A |
13.00% |
|
TWLO |
38.30% |
N/A |
12.60% |
|
INCY |
33.70% |
N/A |
11.30% |
|
N/A |
31.50% |
N/A |
10.90% |
|
BAC |
25.40% |
LDOS |
10.60% |
|
N/A |
25.10% |
N/A |
9.90% |
|
XIN |
23.40% |
COR |
9.90% |
|
TWTR |
21.80% |
N/A |
7.90% |
|
N/A |
21.10% |
WBA |
7.70% |
|
APA |
20.90% |
CSCO |
7.60% |
|
N/A |
20.80% |
SKIS |
3.10% |
|
N/A |
20.30% |
ALB |
2.40% |
|
PANW |
17.30% |
O |
1.30% |
|
N/A |
16.40% |
QCOM |
0.80% |
|
N/A |
14.90% |
N/A |
0.60% |
I’m pretty thrilled with those. And even over just the past week, we’ve had some major movers…
The markets are doing much better. They’re in the positive for the week thanks to several positive days in a row. But with the Dow at 3% and the S&P at 2.9%, we’re still looking very smart.
Our newest recommendation is up about 5% already. But that’s not even close to our biggest winner.
is looking pretty hot with a 10.9% gain over the past week. But that’s not even our best performer.
Bank of America, if you can believe that, is our biggest mover for the week. It’s up a massive 12.6% thanks to coming in well ahead of earnings and revenue expectations.
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A Subscriber Writes
Now, I got an amazing email from a subscriber yesterday. And I’m going to share it with you because it really validates the work that Jason and I put into The Wealth Advisory every day…
Dear Brit and Jason
I have been a member of The Wealth Advisory for some years now – I cannot remember exactly – but would say six years. During that time I have received and read your guidance and in most case have followed your advice and I have done very well in doing so. I have been building up my portfolio towards retirement which happened just 9 months ago and my portfolio very much mirrors your portfolio and recommendations received. For this I thank you very much as whilst not filthy rich my portfolio should look after my wife and I in retirement and hopefully with some spare to leave to our children.
What I like about The Wealth Advisory is the regular reports and particularly your top 10 monthly picks not of course forgetting previous ones that were in the list and which continue to do well. I also appreciate your simple analysis of your various recommendations which are easily understandable and are very succinct and to the point – not filled with a whole lot of high technical data. Your monthly portfolio is also always looked forward to.
Also following your advice and guidance I did not panic in the last quarter of 2018 and stuck to my positions and hold most of the counters shown in your chart below so have also seen the rise in this first month so far as reflected in your chart.
I really appreciate my membership of The Wealth Advisory which has done me proud and I look forward to all your communications.
Congratulations on a fantastic service.
Best regards
Whitney F.
Next week, Jason and I are going to check out a medical marijuana operation in Medellin, Colombia. The day we get back we’ll be filming the Top 10 for February.
Until next time,
Briton Ryle
@BritonRyle on Twitter
The Wealth Advisory on Youtube
The Wealth Advisory on Facebook
A 21-year veteran of the newsletter business, Briton Ryle is the editor of The Wealth Advisory income stock newsletter, with a focus on top-quality dividend growth stocks and REITs. Briton also manages the Real Income Trader advisory service, where his readers take regular cash payouts using a low-risk covered call option strategy. He is also the managing editor of the Wealth Daily e-letter. To learn more about Briton, click here.
