In response to our subscriber’s requests for a more aggressive investment newsletter that could be traded outside of conservative 401k, IRA or similar accounts – we created our MarketHealth® Global newsletter for long-term investors.  This portfolio has outperformed the S&P 500 by 4:1 in testing since 1995. 

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 trade like stocks with your existing brokerage account.  During many periods these new sectors 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 good 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 – including 2009.

 

• 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 outperformed the S&P 500 by 4:1 – and had no periods of long term losses since 1995.  What about the market crash during 2008?  Subscribers moved to safe haven investments in August of 2007 thereby avoiding the large losses of 2008 and early 2009.
 
 
Similarly, the MarketHealth® approach results in a higher % of profitable months and profitable years since 1995.  This disciplined long-term approach has been profitable in 93% of the years and 74% of the months since 1995 – versus 73% and 62% for the S&P 500.
 
 
Our Sector Rotation Strategy selects the strongest investment choice during lower risk environments with long-term up trends.  During higher risk periods of market down trends or times of unusual volatility, our Asset Protection Strategy protects profits by seeking safe haven investment sectors.  This allows us to minimize losses or even to generate profits during market down trends.  We aggressively protect our profits.   

Since 1995, the table below shows the sum of monthly profits and losses.  Our Asset Protection Strategy keeps losses roughly ½ that of the S&P 500, while our Sector Rotation Strategy facilitates significantly higher gains during profitable months than the S&P 500.



 
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 January 2010).  $10,000 invested in January 1995 would have grown to $362,000 today versus $24,000 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. 

 
The MarketHealth® Global investment newsletter is a more aggressive approach suitable for non-retirement accounts.  It has more investment choices proving higher returns than the S&P 500 and the MarketHealth® 401k portfolio – yet these added sectors are not available in company sponsored retirement accounts.  Both are long term strategies – yet the MarketHealth® 401k portfolio is better suited for retirement portfolios.