In response to our subscriber’s requests for a more aggressive investment newsletter - one that could be traded outside of 401k, IRA or similar accounts – we created our MarketHealth® Global newsletter for long-term investors.   

The MarketHealth® Global newsletter portfolio allows you to participate in a broader range of stock sector choices through easy to trade Exchange Traded Funds (ETFs) that trade in your existing brokerage accounts.  ETFs for emerging markets, natural resources and gold have been added to the original ETF portfolio of bonds, Nasdaq, S&P 500, and Small Cap indexes. 
 
 
Emerging markets such as China, India, Brazil, Russia are growing faster than the developed countries – by a wide margin.  Their economic growth advantage is reflected in their stock performance versus developed countries.  The Emerging Markets ETF (symbol EEM) has outperformed the general international stock market (symbol VGTSX) by 6:1 (up 60% versus up 10%) in the last 5 years.  As you’ll read below, we only invest in stock sectors during long-term stable up trends during lower risk market environments.   
 
 
We’ve added 2 natural resource ETFs that can, in certain environments, outperform the general stock market indexes to give our portfolio a broader diversity of choices – during either up or down markets. 

• Natural resource ETFs invest in gold, silver, aluminum, zinc, copper, corn, wheat, soy beans, sugar, crude & heating oil, gas and natural gas. These ETFs can outperform other sectors at times – as they did during portions of 2002 to 2005, and again in 2008.

• Gold ETFs can be a safe haven investment during periods of global turmoil, times of inflation, or times when the US dollar is losing value versus other currencies.  Since 1995, this portfolio would have owned gold 10% of the months.

 

• Our Sector Rotation Strategy selects the strongest investment choice during long-term stable up trends in healthy lower risk market environments.  Sectors rotate leadership slowly over long periods - we follow these long term trends.  We invest in these leading sectors during lower-risk time periods – which allows us to outperform the S&P 500 during these periods.


• During market down trends or times of unusual volatility, our Asset Protection Strategy protects profits by seeking safe haven in ETFs for bonds, gold, natural resource, or money market funds.  During these higher risk periods – we are more conservative than traditional approaches with 100% of our investments in safe haven investment sectors.    


• The key to making money long term is to minimize losses.  Buy and hold investors who lose a significant amount of money during market down trends must hope that their investments “come back” during the next up trend.  We have a strategy in both up and down markets.


• We build profits aggressively during lower risk environments, and we are very conservative during higher risk environments.  Over time this allows our portfolio to compound profits faster in a stair step fashion. 


• Even though our strategy is easy to trade and trades infrequently - markets can move quickly. The portfolio is monitored daily to detect if unhealthy market volatility develops. We take action early in investment down trends to protect your profits.


• You’ll benefit from a proven, disciplined, non-emotional investment approach that delivers results in both up and down markets, and is simple to follow. 


• In summary, the MarketHealth® Global investment newsletter – gives you concise, specific, and timely advice on which investment switches to make in your existing account(s).  It is easy to follow - with only a few trades during the typical year.

Again, the MarketHealth® Global newsletter is a disciplined, long-term approach tested over 15 years since 1995 in diverse market environments.   It has outperformed the S&P 500 significantly – and had no periods of long term losses since 1995. 
 
 
The MarketHealth® approach results in a more consistent profits with profits during 93% of the years and 74% of the months since 1995 – versus 73% and 62% respectively for the S&P 500.
 
 
Since 1995, the table below shows the sum of monthly profits and losses.  During higher risk environments our Asset Protection Strategy keeps losses much smaller than the S&P 500 - specifically our losses, or "down" months, are significantly smaller than the S&P 500's since 1995 (157% vs 279%). 

During healthy environments our Sector Rotation Strategy facilitates significantly higher gains.  Our gains during profitable "up" months far exceed the S&P 500's since 1995 (542% vs 385%). 




 
Performance of the MarketHealth® Global investment newsletter has been consistent and strong in testing since 1995 – allowing profits to compound faster in both up and down markets.  The chart below highlights the significant performance advantage from our strategies (data as of March 2011).  $10,000 invested in January 2005 would have grown to $48,000 today versus $11,000 for the S&P 500.  


 
While the MarketHealth® Global investment newsletter is easy to follow and provides proven results – yet it is not for everybody.  Why?  This is a long-term approach that requires patience – and the ability to ignore day-to-day or week-to-week fluctuations in the stock market.  There may be periods of months when the recommended selection is cash.  Many people have a hard time not being invested in something all the time – especially if the S&P 500 is rising during these periods.  There will be months where the S&P 500 will out-perform our approach.  This is difficult for many people to accept. 

This is not a get-rich-quick approach.  It is a disciplined, non-emotional, long-term approach to investing through the sector rotation and asset protection strategies described above.  If you want to relax, be patient about your investments, and outperform the market over a period of years... then this approach is for you. 

■ Monthly newsletter with specific action to take in your existing account(s).
■ It is easy too - with just a few trades during the typical year.
■ Model portfolio performance updates.
■ Brief market commentary.
■ Intra-month sell signals if warranted by unusual market activity (we monitor the market daily).