The investment newsletter for defensive value investors
Your style and approach have been an oasis of sanity in a crazy financial world. I have learnt a great deal from you in the time I have subscribed.Tim C, private investor
In 2011 I decided to launch a monthly investment newsletter as a way to share my investment tools, research and buy/sell decisions with a small group of like-minded investors.
My goal was to help other investors who wanted to build and maintain a diverse portfolio of high quality companies, purchased at low valuations for long-term income and growth.
I’m not a fan of jargon, so I write the newsletter with the lay investor in mind. In other words, a normal person who’s interested in investing in shares but only has a limited amount of time to spend on it.
The newsletter is sent out to all subscribers by email during the first week of each month and contains:
Market valuations for the FTSE 100 and FTSE 250
I think it’s important that investors understand where markets are in the valuation cycle, so the first thing I do each month is briefly review the FTSE 100 and FTSE 250 and their respective CAPE valuations (Cyclically Adjusted PE).
An extremely realistic model portfolio
A core part of the newsletter is the model portfolio which holds exactly the same stocks as my real world portfolio.
The model portfolio holds around 30 dividend-paying companies, all of which have been selected from the top end of my stock screen over the last few years.
Each newsletter contains a complete list of the portfolio’s holdings plus updates on any recent news and interim or annual results.
Each holding is also categorised as some combination of Quality, Defensive and Value, with the best holdings having all three characteristics.
The newsletter also contains links to all previous purchase, annual and interim reviews for all holdings. This makes it easy to find out why each holding was bought and how they’ve evolved over the years.
Detailed monthly buy/sell reviews
Each month one company is added to or removed from the model portfolio.
The idea is to continuously improve the portfolio by removing below average companies with below average yields and replacing them with above average companies with above average yields.
The choice of what to buy or sell is based partly on the company’s stock screen rank, but most of the decision rests on an extensive hands-on review.
These reviews typically take several days to complete and they explain, in detail, why a particular company is about to be bought or sold.
The newsletter is published a few days before I make the trade in the model portfolio and my family’s portfolios, so subscribers get a chance to act on the information (or not) before I do.
A unique stock screen
The stock screen contains around 200 companies from the FTSE All-Share index, each of which has a ten-year unbroken record of dividend payments.
Companies are ranked by a combination of income, growth, quality and value, making it easier to find above average companies with above average yields.
An investment spreadsheet
You’ll also have access to my investment spreadsheet with multiple sheets containing:
- The full stock screen with additional columns
- A list of the model portfolio’s current holdings
- Company Review Sheets for every one of the portfolio’s holdings (contains 10 years of revenue, EPS, dividend and other data)
In summary, here’s what you’ll get:
- Monthly issues of UK Value Investor, published during the first week of each month in PDF format.
- Access to the subscriber-only website, which includes a complete archive of past newsletters and my investment spreadsheet.
- Priority support by email.
- A FREE copy of my book, The Defensive Value Investor.
- Exclusivity, with the number of subscribers strictly limited to 300.
- A 14-day money back guarantee: If you’re not 100% satisfied just cancel within your first 14 days for a full refund.
Auto renews. Cancel anytime.
Do you back your ideas with your own money?
Yes. More than 90% of my family’s investments are held in exactly the same companies as the model portfolio.
How do I renew?
Your subscription will renew automatically until cancelled.
What will the subscription fee be when it renews?
Your subscription will automatically renew at the same price each month or year, so you will see no price rises, ever.
How do I cancel my subscription?
There is no long-term contract and you can cancel anytime. Just use the contact form on the website. If you cancel within your first 14 days you’ll receive a full refund.
Can subscribers really get a free copy of your book?
Yes, but if you want a paperback then delivery is only free within the UK (delivery of the e-book version is always free).
Have another question?
Please get in touch.
Regulation: This service is for informational and educational purposes only and does not provide investment advice. It is therefore not regulated by the Financial Conduct Authority. It is for investors who can make their own investment decisions without advice. You should always carry out your own research and factual verification and come to your own conclusions before making any investment decision. If you are unsure of an investment you should consult a regulated independent financial adviser. You must read and agree to the terms and conditions before joining.
Risk warning: The value of shares and the income from them can go down as well as up, so you could get back less than you invested. You should not invest with money you cannot afford to lose. You should invest with a time horizon of at least five years. Past performance is not a reliable guide to future performance.
Private investors only: This service is for individual private investors only. If you are a professional investor or financial adviser and would like a corporate subscription please get in touch.