The investment newsletter for dividend-focused value investors
If you’re looking to invest in high quality dividend paying companies for income and growth, then you may be interested in my premium monthly newsletter.
I launched it in 2011 as a way to share my investment research with an exclusive group of like-minded investors, and since then hundreds of individuals have used it to help them invest.
As a subscriber you’ll have exclusive access to:
(1) All of my portfolio’s current holdings
The newsletter is centred around a highly realistic model portfolio of dividend paying FTSE All-Share companies, and it follows the investment strategy detailed in my book, The Defensive Value Investor.
The portfolio has a long-term goal of growing to £1 million by 2040 as well as having a higher yield and lower risk than the FTSE All-Share.
(2) My target “Buy Price”, “Sell Price” and “Position Size” for each holding
Each holding’s “Buy Price” and “Sell Price” are based my estimate of the company’s intrinsic value, according to a detailed Discounted Dividend Model.
Holding are also categorised by their Quality, Defensiveness and Value, with the highest quality, most defensive, best value holdings having the largest target position size.
(3) Regular reviews of annual, interim and quarterly results
When a holding announces new interim, annual or quarterly results, I include a brief summary of those results in the newsletter so you’ll always know how each holding is progressing.
The newsletter also contains links to previous annual and interim reviews for each holdings, as well as the original purchase review. This makes it easy to find out why each holding was bought and how they’ve evolved over the years.
(4) Detailed reviews of any purchases or sales
Any buy or sell decisions are accompanied by a detailed review based on my investment checklist. These reviews extend up to ten pages and will give you an extremely detailed understanding of why I bought or sold the company in question.
As a long-term investor I tend to hold companies for many years. As a result, there is typically only one buy or sell trade per month, which helps reduce broker fees.
Also, the newsletter is published at least a couple of days before any trades are made, so subscribers always get the chance to buy or sell before I do, if they choose to.
(5) A defensive value stock screen
The newsletter contains a stock screen with around 200 companies from the FTSE All-Share. Each company has a ten-year record of dividend payments and are ranked by a combination of their income, growth, quality and value characteristics.
You can use the stock screen as a way to quickly find companies worth analysing in more detail.
(6) An incredibly detailed spreadsheet
You’ll also have access to an investment spreadsheet which includes (a) an interactive version of the stock screen and (b) detailed worksheets for every holding in the model portfolio.
Each holding’s worksheet has at least ten years of financial data, along with its related discounted dividend model and intrinsic value estimate.
In addition you’ll get:
- The full newsletter archive going right back to issue #1 from 2011.
- Monthly market valuations for the FTSE 100 and FTSE 250 using Professor Robert Shiller's CAPE ratio (cyclically adjusted PE).
- Priority support by me via 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.
Choose your subscription plan
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.