Similar to his accurate call for a flat market this year, Kostin once again sees the U.S. The most skeptical, downbeat market prognosticator was David Kostin, the chief U.S. One panelist leaned bearish but most expressed optimism that the U.S. The five panelists on this year's Investment Roundtable all analyzed similar data projections, yet they came up with different forecasts. central bank's plan to raise short-term borrowing costs back to more normal levels.
The Federal Reserve is widely expected to hike interest rates next week for the first time in nearly a decade, commencing the start of the U.S. economic growth and a rebound in corporate earnings driven mainly by the U.S. Returns in 2016 will be a tug-of-war between rising interest rates and a continued uptick, albeit modest, in U.S. What it adds up to is another potential bumpy year on Wall Street in 2016, one that will either leave investors wanting more, or glad that they stuck with an aging bull market that soon turns seven. #MARKETS16: Stock picks | 10 things | Key questions | Bull or bear?
(I haven't listed the prices because almost all of them periodically offer specials at their Web sites.) On a $10,000 portfolio, $150 is 1.5% annually - a huge chunk. The newsletters above cost $150 or more annually. Pick the Best Letterīefore you subscribe to any newsletter, be sure you're investing enough to make it worthwhile. But Hulbert doesn't count that trade against Brinker's record because Brinker didn't make it in his newsletter's model portfolios. Indeed, Hulbert notes that Brinker incorrectly forecast a bear market rally in late 2000, recommending a losing trade in the Nasdaq 100 index. Over the past ten years, he's gained an annualized 13.2%, with 19% less volatility than the market.Ī note: After I wrote about Brinker's newsletter two years ago, I received several e-mails from angry readers claiming Hulbert didn't accurately reflect all of Brinker's predictions. Although Brinker's fund picks have slightly lagged the market on average, his timing moves have put him ahead of the market. I wrote about this and other fund-momentum newsletters in Kiplinger's Personal Finance magazine last year (see "They Ride the Hot Funds," March 2004).īob Brinker's Marketimer is in fourth place. It has returned an annualized 19.3% over the past ten years with just a bit more volatility than the Wilshire. Third is No Load Fund*X, which switches into funds with the best short-term results. It has returned an annualized 14.2% over the past ten years with 25% less volatility than the Wilshire. Ranking second is Investment Quality Trends, which focuses on big, dividend-paying stocks. His recommendations have never lost more than 7% in any 12-month period. But it has produced those results with 54% less volatility than the index.Įditor Stephen Mckee has added value both through shrewd timing moves and good fund selection, Hulbert says. It has returned an annualized 10.3%, compared with 11.9% for the broad-based Wilshire 5000. Indeed, the top newsletter of the past ten years (through the end of 2004) is No-Load Mutual Fund Selections and Timing.
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