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The Best Investment Newsletters

What is the Best Investment Newsletter Available Today?

With a plethora of resources, especially online, it's easy for investors of all levels to feel overwhelmed. You might be wondering whether it's worthwhile to subscribe to a newsletter when a simple Google search yields abundant information for free.

The unequivocal answer is Yes. Crafting a successful, profitable investment strategy can be a laborious, frustrating, and costly endeavor for the average individual investor. Why go through the hassle alone when you can tap into the wisdom of some of the world's most experienced strategists and professional investors? Investment newsletters can help you streamline your investments, whether you're looking at stocks, bonds, mutual funds, or honing in on a specific sector or strategy.

Thursday, July 18th

2024 Investment Newsletter Reviews

Top Consumer Reviews Best-In-Class Blue Ribbon Award Capitalist Exploits Review 5 Star Rating

Capitalist Exploits

5 Star Rating
  • $2,499 annual subscription fee
  • 30-day money-back guarantee
  • Subscription includes multiple portfolios, weekly newsletter, monthly Q&A with seasoned hedge fund managers, and much more
  • 4.9-star average on Trustpilot
  • Thousands of loyal subscribers
Top Consumer Reviews Best-In-Class Blue Ribbon Award

If you're on the hunt for investment guidance that receives virtually unanimous praise, combined with an engaging and slightly irreverent tone, you need to consider signing up for Capitalist Exploits.

Optimal execution

Founded by Chris MacIntosh, who has a rich professional history at renowned institutions like JP Morgan, Lehman Brothers, and Invesco Asset Management, has partnered with Brad McFadden, who collaborates with Chris to pinpoint opportunities in various global markets and asset categories. Strategizing for optimal execution, Capitalist Exploits is an excellent gateway to navigating the world of trades that offer an asymmetric risk-reward profile.

Meticulously curated investment recommendations

This investment newsletter boasts a substantial subscriber base, including individual investors and professionals responsible for managing others' investments, such as financial and wealth advisors. So, what's their approach? It begins with a global search for "deep value situations," with a particular focus on "healthy, established companies" that may have momentarily lost favor. Their experts then analyze if these opportunities can safely yield profits. Once the viability of an investment is determined, they meticulously plan the execution, considering factors like timing, and finally, they dispatch these investment insights to their subscribers for consideration.

Great advice doesn't come cheap

Now, let's address the burning question: what does it cost to access this invaluable information? Fortunately, since our last evaluation, Capitalist Exploits has made it obvious from the get-go what you'll pay to become a member. Are you ready for this? They kindly put it as "$6 a day', which doesn't sound so steep... until you do the math and realize that the upfront cost is going to be $2,499 for an annual subscription. Since you may still be a little staggered by that, we want to soften the blow a bit by mentioning early on that it comes with a 30-day full refund policy. Instead of giving you a sample of the newsletter or a free trial, you'll have to put down the money first, but with the reassurance that you'll get it back if you don't like what you see.

Best Investment Newsletters

Plenty of information in advance

We also love that Capitalist Exploits has gone a lot farther to show prospective subscribers how their newsletter works, through a series of explainer videos and click-to-view sections that will walk you through their investment strategy, risk tolerance, time horizons, and so forth. No guesswork involved here.

Numerous benefits for subscribers

So, now that you're convinced that this is a safe (if spendy) option to consider, let's take a more detailed look at what you can expect with your membership to Capitalist Exploits' investment newsletter:

  • Capital gains portfolio: Dozens of high-potential asymmetric investments targeting returns of 300% or more. Chris and the team have personal investments in these opportunities.
  • Diversified income portfolio: Long-term portfolio consisting of 70-80 international and diversified stocks. Aims for approximately 8% annual income with a strong focus on consistency and safety.
  • Weekly newsletter: Continuous insights from experienced fund managers. Commentary on investment themes and bonus asymmetric stock positions. Recommendations that complement investment themes or offer attractive dividends.
  • Research & Guidance: Comprehensive research coverage for all investments. Expert guidance on portfolio construction. Transparency on CE's buying and selling decisions, with timing details. The flexibility for you to follow along at your own pace.
  • Education: Access to decades of professional money management experience. In-depth education on CE's complete investment process. Learning how to identify trades, manage portfolios, make informed sell decisions, and handle emotions effectively.
  • Monthly Q&A: Direct access to hedge fund managers with extensive global market experience. Answers to your investment questions from professionals across various asset classes. A searchable database with approximately 1000 existing answers for your reference.

They won't annoy you to death

What also sets this investment newsletter apart is what you won't get as a subscriber: no inundation of annoying sales emails, irrelevant content, run-of-the-mill ideas you could have found through a Google search, or sensationalist, hyperbolic claims. This is a significant win, as many investment newsletters bombard you with these unwanted extras.

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Well worth it for larger investment portfolios

Compared to other investment newsletters in our review, the price here may initially seem steep. But here's the crucial question: is it worth nearly $2,500 for investment advice? Well, it depends on your investment goals. If you're planning to invest a small sum and forget about it, this might not be your best option. However, if you have a substantial investment portfolio and seek "no BS" advice that transcends industry or market boundaries, backed by a documented track record of success, Capitalist Exploits is likely to yield returns that far exceed its cost.

Loyal, long-term subscribers

And that's exactly what CE's extremely satisfied subscribers would tell you about their experience. Just look through the verified reviews posted to Trustpilot (and featured on the CE site too): you'll see investors saying that their annual membership has paid for itself many times over, describing a long-term relationship with this newsletter that offers actionable items in a format that's not just laser-focused but also fun (and you won't find that in many rival investment newsletters, if any).

Still the #1 choice among investment newsletters

Among all the investment newsletters we evaluated, Capitalist Exploits offers the most comprehensive and in-depth information to a wide array of investors. The continued loyalty of its subscribers speaks volumes about its success. There are no gimmicks, get-rich-quick schemes, or aggressive sales pitches here - just a reliable, enjoyable source of investment advice that has demonstrated exceptional performance over the long term. For these reasons, Capitalist Exploits receives our highest ranking among investment newsletters.

Motley Fool's Stock Advisor Review 4.5 Star Rating

Motley Fool's Stock Advisor

4.5 Star Rating
  • Monthly newsletter
  • Ample online resources and membership benefits
  • $199/year
  • 30-day money-back guarantee
  • Has outperformed the S&P by 3:1 over 20 years
  • In operation since the 1990s

Motley Fool, a pioneer in DIY-style investment advice, stands as a valuable resource for the average investor, akin to what Bigger Pockets offers for the real estate sector. Beyond the free content on their website, Motley Fool offers several premium services and newsletters, ranging from Biotech Breakthroughs to Energy Insiders. For the typical entry-level investor, we recommend looking at Motley Fool's Stock Advisor. This service is designed to provide investors with expert stock recommendations to help grow their wealth.

Lots of online resources you can access anytime

What does Stock Advisor bring to the table? When you subscribe, you gain unrestricted access to Motley Fool's extensive online library of stock recommendations, curated by financial experts. This library features a list of "Starter Stocks that Should Be in Everyone's Portfolio." Furthermore, subscribers join an online community where they can seek guidance and discuss investment options with like-minded individuals.

Recommendations in real time

One of the standout features of Stock Advisor is the delivery of real-time stock pick recommendations multiple times each month, along with periodic "Best Buys Now" alerts. This ensures that you receive timely investment insights to guide your decisions.

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$199/year and 30-day refund window

The cost of subscribing to Motley Fool's Stock Advisor service is $199 for one year of unlimited access. Additionally, your subscription comes with a 30-day period during which you can request a refund if the service does not meet your expectations.

Has dramatically outperformed the S&P in the last 20 years

Motley Fool's Stock Advisor boasts an impressive track record, making it a compelling choice for investors, and especially for anyone who may be lacking some confidence in their own stock-selecting abilities. The average stock pick recommended by Stock Advisor has seen an increase of over 470% since inception, outperforming the S&P by a 3:1 ratio over the last 20 years. Such consistent performance, both in the short and long term, sets Stock Advisor apart from many other investment newsletters and services.

Steadfast leadership

One noteworthy aspect of Motley Fool's Stock Advisor is its continuity in leadership. The service is guided by the same two individuals who founded it in the early 1990s. This enduring leadership brings stability and reliability to Stock Advisor's investment team and overall strategy, a feature you may find very attractive in an environment of fly-by-night "get rich now" offers online.

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Stock prices go up quickly when they're recommended

The popularity of Motley Fool's Stock Advisor is both a testament to its effectiveness and a potential drawback. Due to its large subscriber base, the stocks recommended by Motley Fool often experience a price increase on the day of the advice's issuance. Therefore, to maximize returns, you should probably act swiftly upon receiving the email alerts for recommended stock picks.

Excellent option for solid returns

Motley Fool's Stock Advisor stands out as an excellent choice among investment newsletters. Offering an affordable subscription fee, it empowers you to make informed decisions and potentially grow your wealth. Its remarkable track record and enduring leadership make it a compelling option. Just be prepared to act quickly if you're going to take any of the newsletter's recommendations. Motley Fool's Stock Advisor is an ideal companion for investors looking for a reliable pathway to financial success.

Investor Advisory Service Review 4 Star Rating

Investor Advisory Service

4 Star Rating
  • Monthly newsletter with real-time updates and recommendations via email
  • $215/year for online subscription (with code UR2X)
  • $259/year for print subscription (also with code UR2X)
  • 30-day refund policy (minus $24.50 processing fee)
  • 13+ consecutive years on the Hulbert Investment Newsletter Honor Roll
  • In publication since 1973

With a history dating back to 1973 Investor Advisory Service (IAS) has shown an ability to provide market-beating recommendations. They should be on your list of newsletters to consider.

13+ years of recognition

Investor Advisory Service (IAS) proudly ranks among the select few newsletters on the Hulbert Investment Newsletter Honor Roll. Their 13+ consecutive years receiving this recognition is proof of its consistent ability to provide recommendations that outperform the market in various economic climates - an invaluable asset in today's ever-changing financial landscape. As a matter of fact, in 2021, the Investor Advisory Service secured the top performance position among all U.S. newsletters monitored by Hulbert Ratings. It achieved an annualized return of 53.8%, surpassing the S&P 500 index, which yielded a still-impressive 28.7%.

Decades of experience behind 3 monthly stock recommendations

IAS, edited by Douglas Gerlach, boasts a remarkable history dating back to 1973, a tenure that surpasses the age of many of its readers. The monthly newsletter not only offers three well-researched stock recommendations but also provides comprehensive profiles of the recommended companies. Additionally, it delves into market dynamics and economic trends, all explained in easily understandable terms. Subscribers to IAS benefit from timely updates and alerts, particularly pertaining to sell recommendations and breaking company news.

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Long list of subscriber perks

Here's a complete list of what you can expect from your subscription to this investment newsletter:

  • 12 monthly issues in print or online
  • Full online access to IAS website and archives
  • Receive up to three recommendations & completed SSG stock studies monthly
  • Get regular action alerts and email updates
  • Monthly updates on the comprehensive coverage list of 60 past recommendations
  • Timely sell recommendations when appropriate
  • Stay informed about recent earnings reports for covered stocks
  • Access timely economic commentary
  • Exclusive webinars exclusively for subscribers
  • Utilize interactive website features, including a screener and sortable coverage list

Read the free newsletter sample

For those curious to try IAS before committing, a free sample issue is readily available on the main page. When you're ready to subscribe, you'll find that an annual online-only membership costs $215 (with code UR2X), while opting for the print version sets you back $259 (with the same code). Longer-term subscription plans spanning 2 or 3 years are also on the table.

30-day refund policy (minus processing fee)

While IAS doesn't offer a traditional free trial beyond the sample issue, they do provide a reassuring refund policy. Subscribers can receive a refund if they cancel within the first 30 days of the subscription; just be aware that a $24.50 processing fee will be deducted, making this investment newsletter not 100% risk-free (but still close to it).

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Best for steady, long-term growth

IAS proves to be an excellent resource if your investment strategy centers around long-term portfolio growth. Each stock recommendation in their newsletters is carefully chosen with the aim of doubling in value within five years, leveraging a combination of dividends, capital appreciation, and price/earnings ratio expansion. Over time, a portfolio composed solely of IAS picks can realistically achieve an annualized total return of 15%. The impressive results speak for themselves: Investor Advisory Service has consistently outperformed the broader market over the past 10- and 20-year periods.

Solid choice among investment newsletters

For investors seeking steadfast, proven guidance to construct a resilient portfolio capable of weathering market volatility and delivering consistent returns, Investor Advisory Service is a dependable choice. Whether you're a seasoned investor or just starting your journey, IAS offers valuable insights and recommendations to help you navigate the complexities of the financial world with confidence.

Seeking Alpha Review 4 Star Rating

Seeking Alpha

4 Star Rating
  • Online platform for more seasoned investors
  • Recommendations significantly outperform the S&P
  • Extremely granular information available
  • $199/year (in the first year, then up to $219 thereafter)
  • 7-day free trial
  • Over 250,000 subscribers

Seeking Alpha stands as the world's largest investing community, where investors engage daily. Together, they explore and exchange fresh investment insights, engage in discussions on the latest financial news, deliberate over stock merits, and arrive at well-informed investment choices.

Impressive range of content

The platform boasts an extensive range of content, spanning stocks, ETFs, mutual funds, commodities, and cryptocurrency. Seeking Alpha provides investors with access to advanced investment tools, such as factor grades and quant ratings, which offer concise summaries of each stock's attributes. As you may have already concluded, this isn't exactly the platform for a brand-new investor wondering where they should invest their first $1,000.

In-depth tools for experienced investors

On the other hand, if you are a more seasoned investor and you want expert advice, Seeking Alpha's Premium subscription is an excellent choice. Here's what your $199 annual membership includes:

250,000 subscribers have gotten excellent recommendations

Can you expect financial success if you follow the recommendations offered by Seeking Alpha? Stocks rated "STRONG BUY" by Seeking Alpha's Quant Rating are up 1,754% compared to the S&P 500's 385% over the last 10 years. With that track record, is it any wonder that there are over 250,000 subscribers to the Premium service here?

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Positive member comments

Recent comments from members indicate that Seeking Alpha proves invaluable for the average subscriber, particularly when conducting research on less-known companies. For another individual, Seeking Alpha serves as their source of essential investment information, an indispensable resource in their daily routine. And, a pair of retirees describe actively utilizing Seeking Alpha Premium to mitigate capital risk, consistently selecting stable stocks that offer secure and increasing dividends.

Try it for 7 days

For the eager investor with a higher-than-average level of experience, we strongly recommend taking advantage of Seeking Alpha's risk-free, 7-day trial period. Put the platform through its paces and see if it resonates with your expertise, financial goals, and overall strategy. This service goes well above-and-beyond some of the relatively static investment newsletter options you'll find in our review, and you may find that exhilarating.

Highly recommended if you've got some background in investing

We have no qualms about recommending Seeking Alpha's Premium subscription for seasoned investors who want to boost their returns even further. We can't give this investment "newsletter" our highest ranking due to its complexity (which would likely stymie any entry-level investor), but it's an absolute must-see otherwise. You've got nothing to lose by giving Seeking Alpha a trial run.

Stansberry Investment Advisory Review 3.5 Star Rating

Stansberry Investment Advisory

3.5 Star Rating
  • Monthly newsletter
  • Weekday digest emails
  • 30-day free trial
  • $199/year
  • Launched in 1999
  • Read by hundreds of thousands of people in over 120 countries

Stansberry Research, a financial information and software publisher with a global reach of over a million investors, stands out for its commitment to delivering advice and strategies that its analysts would recommend to their own families. This dedication to providing reliable guidance sets the tone for the company's offerings, which encompass various investment newsletter options tailored to different risk profiles.

Broad range of expertise and perspectives

At Stansberry Research, diversity is key, and you'll encounter a broad range of opinions and recommendations, which means you won't find a single, unified view of the markets. Instead, the company focuses on maintaining a commitment to risk management while seeking out investments that are often "unloved, ignored, or unknown," creating opportunities for significant gains.

Many investment newsletters on offer

Their array of investment newsletters caters to investors with varying risk appetites, from the conservative True Wealth and Retirement Millionaire to the more speculative Crypto Cashflow and Venture Technology. However, for this review, the spotlight is on Stansberry's "flagship research advisory," the Investment Advisory newsletter.

Monthly newsletter + daily updates

With a subscription to Investment Advisory, you'll receive 12 monthly issues filled with recommendations, current portfolio updates, market analyses, and all the essentials you'd expect from a standard investment newsletter. Additionally, you gain access to exclusive "readers only" reports covering diverse topics like navigating market crises and achieving tax-free 500% gains. An invaluable daily resource is The Stansberry Digest, delivered by the editorial team every weekday, keeping you thoroughly informed about market developments and providing performance updates. This daily update sets Stansberry apart from most other monthly investment newsletters, ensuring you stay current with market trends in real time.

Best Investment Newsletters

30-day refund window

Unlike many competitors that offer a free issue download, Stansberry Research requires you to subscribe for $199 per year without a preview. However, the advantage here is that you have a 30-day window to assess whether Investment Advisory aligns with your investment goals. If it doesn't meet your expectations, you can request a full refund.

Solid reputation

In terms of reputation, Stansberry Research doesn't have the longevity of some other players in the field, but it's far from being a newcomer. While you may not find it consistently ranked at the top or bottom, the company does have positive testimonials on its website from satisfied subscribers who applaud its high standards and effective recommendations, although these endorsements aren't specific to the Investment Advisory newsletter.

Investment newsletters you can trust

Stansberry Research offers a range of investment newsletters, each potentially serving as a valuable tool for shaping your investment strategy. If you're starting from scratch and looking for basic advice, Investment Advisory is an excellent starting point. Moreover, compared to similar newsletters that don't provide daily updates, Stansberry holds a slight edge. This is a better-than-decent option among investment newsletters, and as your strategies evolve, you may consider transitioning to one of their more specialized content versions to meet your evolving needs.

Kiplinger Letter Review 3 Star Rating

Kiplinger Letter

3 Star Rating
  • Weekly newsletter
  • 1 free digital issue
  • $99/year or $174.95/2 years, print or online (or both)
  • Free monthly issues of Kiplinger Personal Finance Adviser
  • 100% satisfaction guarantee with no time limit

If you're seeking more detailed advice on where to invest your money, you might want to explore Kiplinger's offerings beyond their well-known monthly magazine. The Kiplinger Letter, specifically designed to provide "forecasts for executives and investors," has been a strategic resource for over 90 years. It has a track record of predicting gains across various sectors, with some subscribers even seeing their initial investments multiply by more than 30 times.

Weekly newsletter available both in print and digitally

In the realm of investment newsletters, The Kiplinger Letter stands out for its affordability, with a one-year subscription priced at $99, and a two-year option available for $174.95. These prices stand whether you choose to receive your subscription digitally, in print, or both. Your newsletter will be delivered weekly, making it possible to get investment advice practically in real time and act accordingly.

Free sample newsletter

To help you gauge its value, you can easily download a sample issue of The Kiplinger Letter directly from their website. Additionally, as a subscriber, you'll receive several free gifts, although the specifics could be communicated more clearly: they're described a little vaguely as "free monthly issues of Kiplinger Personal Finance Adviser" and "Special Reports such as Business Costs for Next Year, Top 10 Forecasts for Next Year, or other topics to help you profit in your business and investments" .

No limit on the refund policy

One remarkable feature that sets The Kiplinger Letter apart is its exceptionally generous refund policy. You can request a full refund at any point during your membership, even if you've been receiving the newsletter for several weeks or months. This makes trying out The Kiplinger Letter virtually risk-free.

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Needs to offer more info prior to subscribing

With a collective subscriber base of 300,000 across all their paid newsletters, including those covering topics like Tax, Retirement, and Investing for Income, it's clear that this affordable investment newsletter has something valuable to offer. So, why does it rank lower than some of its more expensive counterparts with less generous satisfaction guarantees? Primarily because it doesn't do a fantastic job of telling investors what they're getting, why they should subscribe, or what makes their newsletter any better than the others on the market. While we were pleased to see that they upgraded their missives to weekly instead of just monthly (in line with competitors' newsletters), Kiplinger stops short of the specifics that would really entice someone to subscribe in the first place.

Good enough

However, the company's longstanding reputation speaks for itself, as few financial advice platforms can boast such enduring credibility and reliability. If you're in search of an affordable source of fundamental, dependable investment strategy and recommendations, The Kiplinger Letter presents a worthwhile option, even without the frills offered by higher-ranked providers. Your best bet is to download one of the sample newsletters, to see if the style and approach to investment is a good match for your current situation and future goals.

Morningstar Investor Review 3 Star Rating

Morningstar Investor

3 Star Rating
  • 4 newsletters to choose from
  • Download one issue for free
  • Prices start at $49.95/quarter or $145/year for digital subscriptions
  • Print newsletters also available (slightly higher fee)
  • Full refund in first 30 days, prorated refund available thereafter

Morningstar, a renowned name in investment research, offers a range of investment newsletters catering to those seeking reliable, no-frills advice for well-informed portfolio decisions. If you're not after flashy promises but dependable guidance, Morningstar might be your ally.

Several investment newsletters to consider, depending on focus

With respect to investment newsletters, there's no one-subscription-to-rule-them-all here (if you'll pardon the LOTR pun). You'll have to choose them one by one, based on your investment strategies and how you intend to diversify your portfolio. Among the options available at Morningstar, you'll find:

  • FundInvestor: the experts behind this newsletter don't merely seek funds with competitive advantages; they seek funds that consistently maintain their competitive edge. They engage in thorough research, rigorous testing, and meticulous scrutiny of various aspects, ranging from fund strategies and management to trading costs and long-term performance. All these findings are then thoughtfully shared with you through the newsletter. For those who are earnest about assembling a well-suited fund collection for their portfolios, Morningstar's depth, expertise, and impartial recommendations offer a pathway to financial success.
  • StockInvestor: this newsletter primary focus centers on identifying companies with economic moats that are currently trading below their intrinsic values. This investment philosophy is exemplified through two accounts owned by Morningstar, Inc.: The Tortoise and The Hare. The Tortoise account concentrates on undervalued companies that possess enduring competitive advantages, as assessed by their Morningstar Economic Moat Rating. It emphasizes strong balance sheets as an integral component of its investment strategy. In contrast, The Hare account targets companies with robust and expanding competitive advantages, as also measured by their Morningstar Economic Moat Rating. This approach employs a "growth at a reasonable price" strategy, actively seeking companies exhibiting above-average earnings-per-share growth while trading at fair earnings multiples.
  • DividendInvestor: this third newsletter showcases an investment strategy rooted in a dividend select approach. This strategy adopts a concentrated, best-ideas method for investing in specific common stocks of dividend-paying companies, along with other securities like American Depositary Receipts, master limited partnerships, and real estate investment trusts. The primary objective is to identify companies, whether possessing wide or narrow moats, that are deemed to hold a stronger competitive position compared to their peers and are currently trading at reasonable valuations.
  • ETFInvestor: under the guidance of editor Bryan Armour and a team of seasoned ETF analysts, the newsletter not only showcases valuable academic and practitioner research but also delivers practical investment strategies, allowing investors to translate these insights into actionable ideas.

Free issue available for each newsletter

To choose the best fit for your investment strategy, delve into the details of each newsletter, considering your desired stock, bond, and mutual fund holdings. You'll find comprehensive information at the bottom of each newsletter's page, including "What You'll Get," "Performance," and details about the editor. Plus, you can download a free issue of any newsletter to explore its content.

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You'll have to subscribe one by one

Pricing varies depending on your choice. FundInvestor and StockInvestor come at $165/year for a monthly print subscription, or $49.95/quarter or $145/year for a digital-only plan. ETFInvestor and DividendInvestor are slightly pricier, at $219 for a year of home delivery or $62.95/$199 for quarterly or annual digital-only memberships. If you opt for multiple newsletters, costs can add up.

Get a refund within the first month of subscription

Morningstar offers a safety net in the form of a 30-day satisfaction guarantee. You can cancel within the first month for a full refund, or get a prorated refund beyond that period.

Zero feedback from subscribers

While there isn't much buzz surrounding Morningstar's paid newsletters, there's also a lack of negative feedback from subscribers. We had hoped to see some kind of upgrade in that regard since our last evaluation, maybe some testimonials or other indicators of who subscribes and what they've accomplished through Morningstar's advice... but not much has changed in the time that's passed between then and now.

Trustworthy but nothing exceptional

Morningstar's investment newsletters might not be the talk of the town, but they offer a reliable source of information. They're akin to that trustworthy coworker you can always count on to have a Band-Aid in his desk drawer... even if you don't always remember his name. While there's nothing exceptional to report, there are no glaring downsides either. We recommend downloading sample newsletters to see if Morningstar's style and advice align with your investment approach.

The Oxford Club Review 2.5 Star Rating

The Oxford Club

2.5 Star Rating
  • Several monthly newsletters to choose from
  • Highly exclusive/private investment community
  • Over 150,000 members in 130+ countries
  • Pricing starts at $249/year
  • In operation since the 1970s

The Oxford Club operates as a private financial investment club and publisher of financial newsletters and educational resources. Its primary objective is to empower its members with insights, strategies, and recommendations to achieve financial success and independence. The club boasts a global community of investors and financial enthusiasts who gain access to exclusive investment research, publications, and networking opportunities.

Networking for investment opportunities

Back in the 1970s, the founders envisioned the creation of a private "financial club" for investors who collectively shared an interest in discovering distinctive global opportunities. They believed that the most promising investment prospects often stemmed from personal connections rather than relying solely on mainstream media. As The Oxford Club operates now, the organization conducts extensive research, evaluating numerous investment prospects to identify opportunities that offer substantial potential returns with minimal risk. Subsequently, these opportunities are disseminated monthly to the club's members.

Several newsletters to choose from

One of the cornerstones of The Oxford Club's offerings is its collection of investment newsletters. These newsletters cater to a diverse range of investment strategies and goals. Some of the prominent newsletters in their portfolio include "The Oxford Communique," "The Oxford Communique Pro," and "The Oxford Income Letter" . Each of these newsletters addresses specific aspects of investment, such as stock market investing, income generation, and resource-based investments.

Designed to preserve and grow wealth

The overall investment philosophy of The Oxford Club revolves around providing members with investment ideas designed to help them both preserve and grow their wealth. Their approach encompasses a blend of fundamental analysis, technical analysis, and unique investment strategies, all aimed at achieving market-beating returns.

Extra benefits for members

In addition to newsletters, The Oxford Club offers a variety of educational resources. These resources include investment courses, webinars, and conferences. The primary goal is to equip members with the knowledge and skills required to make informed investment decisions and navigate the complexities of the financial world.

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Domestic + international focus

The Oxford Club takes a global perspective on investments, actively seeking opportunities in international markets. They provide insights into the importance of international diversification and offer investment strategies that span across borders.

Strong emphasis on preserving capital

A key focus of The Oxford Club is risk management and capital preservation. Their recommendations often come with strategies to minimize risk while targeting attractive returns. The club emphasizes the importance of protecting members' capital in various market conditions.

In-person events on offer

Networking and events also play a significant role in The Oxford Club's community. They organize various networking events and conferences where members can connect with financial experts, fellow investors, and thought leaders in the finance industry. These events provide opportunities for learning and collaboration.

Prepare for steep membership fees

Membership in The Oxford Club typically involves subscription fees, with costs varying depending on the specific newsletters and services members choose to subscribe to. And those are definitely not at the level of the $150-a-year investment newsletters you might also be considering. For example, the standard Communique costs $249/year, which isn't the most expensive on our list, but jump up to the Pro newsletter and you'll be looking at $995/year.

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Too hush-hush to know much in advance

Is it worth it? That's hard to tell, because The Oxford Club maintains a level of exclusivity and privacy for its members. It does not publicly disclose its full list of members or the specifics of its investment recommendations. And, without a free sample of their newsletters, you're relying on the refund policy (which, thankfully, ranges from 60-90 days, depending on your subscription) to serve as your "not exactly free" trial.

Website doesn't convey a top-tier experience

And, maybe it's nitpicking a little to say this, but the overall website experience is not what we were expecting for an "exclusive" membership in a financial club. We had times where pages took so long to load that they timed out, and when we clicked on the "become a member" button, we were taken to a video about $4 retirement stocks that felt inescapable, with no clear way to jump in and sign up as promised.

Not recommended for most investors

When it comes to investment newsletters, we're not big fans of the "secret handshake" approach, which is a significant reason behind our nearly bottom-of-the-list ranking for The Oxford Club. While the 60-day refund window helps reassure prospective members that they can try out any of the Club's newsletters relatively risk-free, there are many other options out there (and on our list) that are much less tight-lipped about what they do, how they do it, and what their members have to say about their overall experience. And, if this is such a top-tier service (whose membership includes discounts at posh outposts around the globe), why haven't they invested more of their profits to offer a well-functioning website? All of this combines to make The Oxford Club one of our least favorite investment newsletter options on our list.

The Buyback Letter Review 2 Star Rating

The Buyback Letter

2 Star Rating
  • 2 monthly newsletters
  • Priced at $195/year for Standard and $79/month for Premium
  • In publication since 1997

The Buyback Letter, edited and published by David Fried, a highly regarded money manager and owner of Fried Asset Management, Inc., offers a unique perspective on investment. With accolades such as being named one of "50 Great Investors" by Fortune's Investors Guide and consistent high rankings in the Hulbert Financial Digest, The Buyback Letter has established a reputation for delivering above-average performance in both bull and bear markets.

Why buyback stocks?

The newsletters' focus on buyback stocks is driven by a straightforward principle: when a company consistently buys back its shares, it reflects confidence in its long-term financial prospects and business strategies. Historical data spanning half a century demonstrates that buyback stocks often outperform the broader market. As companies reduce their shares outstanding through strategic buybacks, it can lead to increased stock value. To gain a deeper understanding of The Buyback Letter's recommendation nuts-and-bolts, you can explore the "Strategy" section on the website.

2 subscription options

You can choose between two subscription options for The Buyback Letter:

  • Standard Edition: Priced at $59 per quarter or $195 per year, this subscription provides you with a comprehensive monthly newsletter offering precise investment guidance, including when to buy, sell, or hold specific stocks. You'll have access to recommendations for five model portfolios. Additionally, the Standard Edition includes a weekly market sentiment indicator, real-time updates on new buyback announcements, and access to tracking tables and historical data for each portfolio.
  • Premium Edition: Available at $79 per month or $199 per quarter, the Premium Edition offers a concentrated and high-impact strategy, featuring a monthly selection of five of the most promising buyback stocks. This package also grants you access to a monthly email-based hotline, providing detailed instructions on when to buy, sell, or hold stocks. You'll receive a Hot List featuring the top 20-25 stocks with the highest rankings for the month. Similar to the Standard Edition, the Premium Edition includes buyback announcements, market sentiment indicators, and comprehensive tables tracking the historical performance and value of all stocks within the portfolio.
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Can only sign up after a phone call?!

However, we feel like we need to preface all of that with a giant "in theory" . Why? Despite having prominently-placed "Try It!" buttons all over the website, clicking on any of them takes you to a page where you are directed to call or email for more information on subscribing. That's weird in and of itself, but can you picture the look of "Are you kidding me?" on our faces as we called the number... got what sounded like an international ring tone... and then heard someone answer simply with "Hello?" Maybe we were waking up Mr. David Fried himself.

Red flags = not currently recommended among investment newsletters

Most of us, when looking for investment advice, want to know that the information is coming from a storied team of financial experts, and not just some guy (even an experienced one) taking subscriptions to his newsletter over the phone. Despite having a seemingly great track record (and ranking quite high on our list, once upon a time), this frankly bizarre subscription method lands The Buyback Letter at the bottom of the pile now.

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Continued from above...

Investment newsletters have gained immense popularity in recent years, captivating the attention of both seasoned investors and newcomers to the financial world. This surge in popularity can be attributed to a combination of factors that make these newsletters valuable sources of information, guidance, and insights for individuals navigating the complex landscape of financial markets.

First, investment newsletters provide a curated and condensed form of financial information. In an era where information overload is a constant challenge, investors appreciate the ability of newsletters to distill complex market trends, economic indicators, and investment strategies into easily digestible content. This curated approach saves time and allows you to stay informed without getting lost in the sea of financial news.

Furthermore, newsletters often come with a personal touch and a sense of community. Many successful newsletters are authored by financial experts or industry insiders who share their knowledge, experiences, and perspectives. This personal connection fosters a community of like-minded individuals who are all seeking to make informed investment decisions.

Even for seasoned money managers, the right investment newsletter can save considerable time and effort, especially when dealing with specialized sectors outside your expertise. Are you well-versed in emerging technologies or cryptocurrencies like Bitcoin? Would you know how to best allocate your clients' funds in these areas? No need to worry; newsletters tailored to these niche domains can provide the insights you need to make informed decisions.

With a multitude of investment newsletters available, how can you narrow down the choices to a select few that align with your risk tolerance and investment requirements? Here are several criteria to assist you in making an informed decision:

  • Focus. Some investment newsletters cater to the everyday investor seeking safe and steady growth, while others are hyper-focused on specific sectors or stock types. Defining your desired advice is crucial before selecting the most suitable newsletter.
  • Frequency. Do you prefer daily updates to seize emerging opportunities, or would that overwhelm you? Newsletters come in various frequencies, ranging from monthly to daily or even on-demand updates through online portals and email alerts.
  • Value. Instead of merely considering the cost or price, examine the track record of success for the newsletters you're contemplating. Sometimes, spending more on advice can result in significantly greater returns than opting for a cheaper service.
  • Refund and/or free trial period. Most newsletter providers aim to be transparent and offer previews of their content. Look for a free issue or risk-free trial period. Additionally, be aware of any refund policies in place if you decide the advice isn't meeting your expectations.

At Top Consumer Reviews, we've carefully evaluated and ranked the best investment newsletters available today. We trust that this information will aid you in choosing the ideal partner for your financial planning and overall investment strategy.

The Best Investment Newsletters Compare Investment Newsletters Compare Investment Newsletter Reviews What are the best Investment Newsletters Best Investment Newsletter Reviews

Investment Newsletter FAQ

An investment newsletter is just as it sounds: regular, curated advice designed to help investors choose new investment opportunities, track the performance of current portfolios, and get more information about a wide range of financial topics. Some newsletters are offered by big-name companies like Fidelity and Morningstar, while others feature the advice of experts you may have never heard of before.
Anywhere from $49/year to $1995/year. That's quite the range, isn't it? It's definitely a good idea to poke around a little on the website of any investment newsletter you're considering: it'll give you a feel for what kind of advice you'll be getting, if it's the right fit for your needs as an investor, and if it's likely to be worth the subscription cost.
A better question might be, "How much time do you want to spend Googling advice and then verifying that it's worth applying to your investments?" Yes, there is plenty of no-cost investment advice available. But, if you want insights you can't get from an internet search (or twenty), or recommendations tailored to your risk tolerance, portfolio preferences, or favorite market sectors, it's worth your time and money to choose an investment newsletter generated by proven experts in the financial world.
Most investment newsletters are issued monthly, though providers' sites might have blog posts, tools, or content updates more frequently. Check to see if your subscription provides 24/7 access to information you may want to use between newsletters.
Absolutely. But not every newsletter is geared towards your level of experience. Take some time to find one that teaches you what you want to know, in a format that works for you.
Yes! Again, not every investment newsletter is going to provide information on those niche markets, but there are definitely providers covering those topics (and many, many others).
That depends on the investment newsletter provider. Some are set up with a free trial period, or a 30-day risk-free guarantee. No investment newsletter is going to guarantee that you'll make money by following their advice, but most of them want you to know what you're getting with their content and have the opportunity to decide if it's the right choice for you.
That's an important question. First, check to see what kind of reputation the provider or company has. What do other investors say about the advice they've gotten, or the success they've had when following the offered advice? Then, look for any awards or recognition offered by third-party organizations or companies. Lastly, take some time to read through any free content the newsletter provider offers. If all three of those things line up, chances are good that it's an investment newsletter you can trust.

What Can You Learn from an Investment Newsletter?

In this day and age, simply collecting a paycheck and throwing it into a savings account isn't viable. Inflation is rampant, and if your wealth isn't growing at a rate that beats inflation, then you're effectively losing money over time. You need to find a way to make your money work for you, and investing is one of the best ways to secure your future.

However, although the basic principles of investing are easy to understand, making the right trades isn't always so simple. Many investors have come before you, and they've taken the risks and done the math so that you don't have to work so hard to find the best investments. An investment newsletter can give you the expert opinion that you need to optimize your portfolio and expand your wealth. Therefore, if you're looking to make better trades and invest with more confidence, then check out this brief overview of investment newsletters and how they can help.

Discussion of Market Trends

A quality newsletter will outline recent factors that are relevant to major markets and companies. For example, if a lot of investors have been suddenly ditching a certain company's stocks or staying away from a specific industry, then the newsletter will explain the reasons behind these behaviors and the potential consequences for the market as a whole. With this knowledge, you can analyze your portfolio and make the right trades at the right times to increase returns and minimize losses.

Highlighting Relevant Current Events

Businesses don't exist in a vacuum. Natural disasters, geopolitical events, and other phenomena can affect a wide range of markets. For example, a canal blockage could have a detrimental effect on a variety of important supply chains across the globe. Journalists at big media companies may report on the basics of certain events, but this kind of reporting is usually meant for a general audience. An investment newsletter will dive deeper into the broader financial implications of important stories so that you can account for these situations when you make your next trade.

High-Yield Portfolios and Investment Strategies

Many newsletters allow subscribers to see the publisher's portfolio. They often include yield percentages with each investment in their portfolio so that you can see how certain stocks and funds stack up against others. Some newsletters also make recommendations for different kinds of investors and account for different levels of risk. On the other hand, other newsletters focus on a narrower range of strategies, so it's important to understand a newsletter's target audience before making any decisions.

Clear Instructions on Trade Executions

To make the most out of a trade, you need to buy and sell at the right times. If you are focused on a long-term strategy, then trade executions may not have to be so precise. However, if you're a swing trader, then you need to know precise dates, times, and conditions to get the best returns. No matter what kind of trader you may be, a quality newsletter will give you detailed advice on how to execute smart trades when the time is right.

Important Aspects of a Quality Investment Newsletter

Not all investment newsletters are the same. Many newsletters do not provide the best information, and some even intentionally scam or mislead investors for their own financial gain. For example, a newsletter may promote a certain stock while receiving undisclosed kickbacks for their endorsement. In this case, the publication is gaining a profit by intentionally misleading its readers. Even if the stock in this example were to appreciate in value, the offending newsletter isn't basing a paid recommendation on organic market factors. Thus, it's likely that investing in such a stock would not be considered optimal in a more objective context. This is known as "touting," and unscrupulous newsletters often tout bad stocks for their own selfish gain.

On top of receiving kickbacks for promoting certain securities, some newsletters recommend stocks so that they can artificially drive up the price of the stock and quickly sell it for profit. This is known as "scalping." Once the organization dumps the stock, its value will diminish, and your portfolio may take a hit if you invested in the scalped stock. You work hard for your money, so you shouldn't invest it based on bad or misleading information. Because touting, scalping, and other scams are common, you should consider the following criteria before subscribing to any newsletter.

Transparency

You should be able to easily find disclaimers, policies, and terms on the publisher's website. If there are any disclosures, then they should be visible within a newsletter. If the publisher is honest, then they will write disclaimers, disclosures, policies, and terms in text and language that is easy to read and understand. If you have to zoom in on your browser to read the terms of service, then there's a chance that the publisher is hiding something questionable in the fine print. Even if you can't point to a specific issue, it's always good to trust your gut when something feels wrong or misleading.

Honesty and Accuracy

When looking at a newsletter, you should make sure that their claims are believable. If the publisher's website states that you will get rich within days or weeks, then they are probably full of nonsense. Everybody would like to make big financial gains with little effort, so some predatory newsletters try to exploit that desire. If you notice that your current newsletter has consistently provided baseless or inaccurate information, then it may be time to cut ties and look elsewhere.

Cost

Investment newsletters vary widely in cost. Some are free, some charge subscribers a few bucks per month, and others expect subscribers to shell out hundreds of dollars for a yearly subscription. A newsletter's price doesn't necessarily give any indication of its quality. Some free newsletters provide great information, and some newsletters that cost hundreds of dollars give information that isn't worth a penny. Thus, it's important to weigh a newsletter's subscription price against the other factors on this list. Also, if the newsletter has a paid subscription model, then you should take a close look at the publisher's refund policy before shelling out your hard-earned money.

Reputation

What are other investors saying about a particular newsletter? Does it have a lot of reviews? What are reviewers saying? Do the newsletter's reviews look like they were written by bots or paid writers? If a newsletter lacks good reviews that appear authentic, then you probably shouldn't trust that organization. On top of looking up reviews, you may want to also check news outlets and social media platforms for more candid information about a publisher.

Performance

At the end of the day, you want your investments to perform well. Many newsletters share detailed information about their portfolios. Therefore, you should check a publisher's portfolio to see how well they perform and determine whether or not you are comfortable with their strategy. Make sure to pay close attention to these numbers to ensure that they're legitimate. If you have even a shred of doubt, then you should do your own research and compare your findings to the publisher's claims.

Quality of the Newsletter's Text and the Publisher's Website

How well is the newsletter written? Are there any typos? Does the newsletter seem awkward and disjointed in its presentation? If a newsletter isn't written well, then that indicates that the publisher hasn't put a lot of effort into it. Do you really want advice from a company that can't bother to hire a proofreader? If you can't see a sample of the newsletter's text before subscribing, then you should at least be able to see the publisher's website. If the website has poorly written text or appears outdated, then you may want to consider a different newsletter.

Publication Frequency

Different kinds of investors have different needs. Swing traders rely on a constant stream of updates to succeed, so they would probably want to subscribe to a newsletter that publishes every day or multiple times per week. In contrast, an investor who is more focused on long-term strategies may not want to clog their inbox with daily updates. Instead, they may benefit more from a weekly newsletter.

Trade More Effectively With the Right Newsletter

The wrong investments can lead you to financial ruin in a heartbeat. Because of this, it's especially important to take advice from expert investors to protect your portfolio. An investment newsletter could be the key to investing more intelligently and unlocking your financial potential. No matter what you choose to do, make sure to pay close attention to any newsletter before making a decision. Once you've found the right newsletter for your needs, you can move forward with greater confidence as you watch your wealth grow.

Compare Investment Newsletters

Select any 2 Investment Newsletters to compare them head to head

best-investment-newsletters
  • Capitalist Exploits
  • Motley Fool's Stock Advisor
  • Investor Advisory Service
  • Seeking Alpha
  • Stansberry Investment Advisory
  • Kiplinger Letter
  • Morningstar Investor
  • The Oxford Club
  • The Buyback Letter
Capitalist Exploits vs Motley Fool's Stock Advisor Capitalist Exploits vs Investor Advisory Service Capitalist Exploits vs Seeking Alpha Capitalist Exploits vs Stansberry Investment Advisory Capitalist Exploits vs Kiplinger Letter Capitalist Exploits vs Morningstar Investor Capitalist Exploits vs The Oxford Club Capitalist Exploits vs The Buyback Letter Motley Fool's Stock Advisor vs Investor Advisory Service Motley Fool's Stock Advisor vs Seeking Alpha Motley Fool's Stock Advisor vs Stansberry Investment Advisory Motley Fool's Stock Advisor vs Kiplinger Letter Motley Fool's Stock Advisor vs Morningstar Investor Motley Fool's Stock Advisor vs The Oxford Club Motley Fool's Stock Advisor vs The Buyback Letter Investor Advisory Service vs Seeking Alpha Investor Advisory Service vs Stansberry Investment Advisory Investor Advisory Service vs Kiplinger Letter Investor Advisory Service vs Morningstar Investor Investor Advisory Service vs The Oxford Club Investor Advisory Service vs The Buyback Letter Seeking Alpha vs Stansberry Investment Advisory Seeking Alpha vs Kiplinger Letter Seeking Alpha vs Morningstar Investor Seeking Alpha vs The Oxford Club Seeking Alpha vs The Buyback Letter Stansberry Investment Advisory vs Kiplinger Letter Stansberry Investment Advisory vs Morningstar Investor Stansberry Investment Advisory vs The Oxford Club Stansberry Investment Advisory vs The Buyback Letter Kiplinger Letter vs Morningstar Investor Kiplinger Letter vs The Oxford Club Kiplinger Letter vs The Buyback Letter Morningstar Investor vs The Oxford Club Morningstar Investor vs The Buyback Letter The Oxford Club vs The Buyback Letter
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