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August 8, 2013 -

In This Issue:


Hulbert: Investor Advisory Service Performance No. 3 Over Past 15 Years

In his August issue of Hulbert Financial Digest, editor Mark Hulbert reported that the Investor Advisory Service is in third place out of 69 newsletters he tracks for gains over the trailing 15 years. For the trailing 15 years through July 31, the service gained 11.4% a year, versus 5.3% for the Wilshire 5000. From Jan. 1, 1996, to July 31, the service's portfolio gained an annual 12.4%, compared with 8% for the Wilshire 5000.

IAS has made the Hulbert Financial Digest's prestigious Investment Newsletter Honor Roll for four years in a row. The Newsletter Honor Roll acknowledges newsletters noted for above-average performance in both up and down markets. The 2013 Investment Newsletter Honor Roll includes 14 newsletters that have exceeded the market since March 31, 2000, demonstrating high performance and consistency during all phases of the market's cycles. Hulbert says just 17% of newsletters his publication monitors made it onto the honor roll, which is a significant achievement for IAS. As Hulbert writes: "IAS "handily beats the Wilshire 5000 on a risk-adjusted basis."

Steel Away to Pittsburgh for the BetterInvesting National Convention

There's still plenty of time to register for the BetterInvesting National Convention slated for Sept. 19-22 in Pittsburgh. This four-day event brings the industry's top investing educators and experts together in one place.

  • Get a front-row seat to learn what top thinkers are saying about market and economic conditions and what you need to know about developing your portfolio.
  • Hear from the pros and compare notes with other investors.
  • Take advantage of the unique opportunity to meet with representatives of prospective companies for investment.
  • Listen to keynotes at BINC from Ronald Muhlenkamp, founder, president, and portfolio manager of investment firm Muhlenkemp & Co.; and SEC Commissioner Elisse Walter.

Click here to reserve your spot at BetterInvesting's premier educational event and Click here to register for your room at the Sheraton Station Square at a special rate through Aug. 19.

Unlock Your Portfolio's Power

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All Eyes on The MoneyShow Aug. 15-17

If you want to sharpen your global market perspective, be sure to attend The MoneyShow San Francisco Aug. 15-17, where top investment experts will convene for a few informative, action-packed days. The free program at the San Francisco Marriott Marquis includes more than 200 free workshops and events for investors like you, including the latest on stock investment strategies, with panel discussions and workshops covering a wide variety of topics. Network with other investors and meet BetterInvesting's own gurus. The editor-in-chief of SmallCap Informer, Doug Gerlach, will present "The Two Things You Must Know to Successfully Pick Stock" on Friday, Aug. 16. Doug also will discuss "The Secrets of Small-Cap Investing" on Saturday, Aug. 17. BetterInvesting's Dennis Genord, director of member education and chapter development, will talk about "Empowering Individual Investors" on Thursday, Aug. 15 and Aug. 17. Click here for program details or Click here to register for The MoneyShow. If you're unable to attend the show, plan to catch some of these valuable sessions with our follow-up webcasts.

August 8, 2013


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ICLUB Links:
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Events Calendar:
Webinars led by Doug Gerlach:

First Tuesday of each Month: Toolkit 6 User Group

Second Monday of each Month: Lunchtime Learning

Third Tuesday of each Month:
New Investment Club Orientation

Doug Gerlach will also be speaking at the following events:

August 15-17, 2013 – The MoneyShow San Francisco

September 20-22, 2013 – BetterInvesting National Convention, Pittsburgh, PA

November 1-2, 2013 – BetterInvesting Puget Sound Investors Education Conference

November 15-17, 2013 – AAII National Convention,  Orlando, FL

Submit Your Event!

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