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      September 27, 2020

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Fidelity Investor vs Morningstar Investor

To help you find the Best Investment Newsletters, TopConsumerReviews.com provides you with an in-depth comparison of Fidelity Investor and Morningstar Investor.

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Receive the best Investment Newsletter with Capitalist Exploits Today! What is the best investment newsletter for information and advice? With so many resources available today, particularly online, it's easy for investors of all experience levels to get overwhelmed. Is it worth spending the money to subscribe to a newsletter when so much can be found with a free Google search?

The answer is a definite "yes"! For the average individual investor, trying to cobble together a successful, profitable strategy can be time-consuming, frustrating, and costly. Why try to do it yourself when you can take advantage of the experience of some of the world's most knowledgeable strategists and professional investors?

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Best Reviews

2020

Investment Newsletter Reviews

3.5 stars
Fidelity Investor

FIDELITY INVESTOR

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Cost:

$34.95 for 6 months

Free gifts with subscription

30-day risk-free guarantee

If you're already invested in Fidelity mutual funds - or would like to be - Fidelity Investor could be worth your time as an investment newsletter. While Fidelity is, on its own, already one of the best actively-managed mutual fund families available today, many investors don't know how to structure their Fidelity holdings for maximum returns.

Focus on Fidelity

Enter Jim Lowell, the editor of Fidelity Investor: a "private and independent advisory published for individual investors seeking superior performance from their Fidelity investments". Lowell puts his experience as a former employee of Fidelity to work for you, including his background as one of the creators of Fidelity's publications, Fidelity Focus and Investment Vision (which later became Worth magazine).

Sure, Fidelity already gives you an education in how to invest, but do they tell you which funds to put in your portfolio? When to buy and sell them? How to find the winners - and how to spot red flags? Fidelity Investor is the investment newsletter that aims to give you those answers and more.

Inexpensive newsletter

A big reason to consider subscribing to this newsletter is because it's extremely affordable. At the time of our most recent review, you could get 6 months for $34.95 - total, not per month. The subscription also comes with bonus gifts that you get to keep no matter what: "Fidelity's 7 Most Powerful Funds You Must Own Now", "Fidelity's Top Sector Funds and ETFs", and "Ranking Fidelity's True Genius: Fidelity Fund Managers Exposed", three reports that can help you with your strategy even if you don't wind up choosing to subscribe to the investment newsletter long-term.

Best Investment Newsletters

30 day risk-free trial

Fidelity Investor has a 30-day risk-free trial. You do have to pay for your subscription upfront, but you'll have those 30 days to determine if the information provided is worth keeping. If not, you can request a refund - but any bonus gifts you received are yours to keep.

This investment newsletter is usually priced at $34.95 per quarter, but during our most recent visit there was a promo in place offering two quarter-long subscriptions for the price of one - in other words, a 6-month subscription for the same price of $34.95, with all of the bonus gifts included.

Good customer responsiveness

One plus for Fidelity Investor is that the company providing it, InvestorPlace, earned an "A+" rating and accreditation from the Better Business Bureau. However, within the company's BBB listing, there were a few dozen complaints and negative reviews, most often regarding difficulties with cancelling subscriptions and getting refunds for improper charges. Of course, any company with a history spanning half a century is going to get its share of complaints, and the flawless rating from the BBB means that, at least as far as they are concerned, InvestorPlace is responding appropriately to each one.

High compliments

We found plenty of compliments for Fidelity Investor, and you won't find an investment newsletter that's equally affordable and informative. But, the biggest drawback is the most obvious: if you're not interested in Fidelity funds, this newsletter will have nothing for you, no matter how inexpensive or well-written it is.

So, if you specifically want to up your game as an investor in Fidelity funds, you won't likely find a better resource than Fidelity Investor, and you're protected by a risk-free guarantee if you want to take it for a spin. But, if you're looking for strategies for literally any other type of investing, you'll need to choose a different investment newsletter.

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3 stars
Morningstar Investor

MORNINGSTAR INVESTOR

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Cost:

Starting at $165/year for monthly print subscription

Starting at $45.95/quarter or $145/year for monthly digital subscription

30-day satisfaction guarantee

Morningstar is one of the best-known names when it comes to investment research, especially for those who consider themselves to be value investors. There's nothing glitzy or sales-y when you're looking at their advice - even the website is, frankly, rather ho-hum. But, many investors aren't looking for "sizzle" - just reliable advice to make well-informed decisions about their portfolios.

Several investment newsletters

In that vein, Morningstar offers several investment newsletters to choose from. These include:

  • Fund Investor: as the name suggests, this newsletter helps you choose the right blend of funds for your portfolio.
  • Stock Investor: this newsletter breaks your strategy down by two Morningstar portfolios known as "Tortoise" and "Hare": the former focusing on companies with "durable competitive advantages and strong balance sheets", and the latter aiming for long-term capital growth through companies with "strong and growing competitive advantages".
  • Dividend Investor: this newsletter highlights the portfolios offered by Morningstar that operate according to a dividend select strategy, aiming to generate yields of 3-5% in your portfolio.
  • ETF Investor: offering a "rational approach to asset allocation", this newsletter delivers insights and actionable advice specific to ETFs.

Free newsletter samples

We encourage you to dig into the details of each one, depending on your overall investment strategy and which types of stocks, bonds and mutual funds you want to have in your profile in the future. You'll find ample information towards the bottom of each newsletter's page, under the headings of What You'll Get, Performance, and About the Editor. You can also download a free issue of the newsletters; the link is in the What You'll Get section at the very end of the description.

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Price adds up

Morningstar's FundInvestor and StockInvestor newsletters cost $165/year for a monthly print subscription, and $49.95/quarter or $145/year for a digital-only plan. That could get a little spendy if you decide to subscribe to multiple newsletters (for example, if you're interested in both stocks and ETFs). ETFInvestor and DividendInvestor are slightly more expensive, at $219 for home delivery for a year, and $62.95/$199 for quarterly or annual digital-only memberships.

30-day satisfaction guarantee

If you decide to purchase a subscription to any of Morningstar's investment newsletters, you're protected by a 30-day satisfaction guarantee. Cancel within that period for a full refund, or get a prorated refund anytime after that initial 30 days.

Not exciting

There's not a lot of buzz surrounding Morningstar's paid newsletters. There's a lot of information available for free on each of the investment-specific sites they maintain, and we didn't find anyone raving about the value of any of their newsletters. That said, we didn't find any screeds from unhappy subscribers either.

At the end of the day, the investment newsletters offered by Morningstar feel like that trusty next-door neighbor you can rely on to help you in a pinch - but you always seem to forget his name. There's nothing bad to say about this service, but nothing overly memorable either. If you're interested, we recommend that you download the sample newsletters to see if their style and suggestions are a good fit for your desired approach to investing.

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Continued from above

Investment newsletters can help you focus your investments on a wide range of stocks, bonds and mutual funds - or give you a laser-like focus on one particular sector or strategy. Even for professional money managers, the right investment newsletter can save a significant amount of time and effort, particularly when it comes to those specialized sectors that might be outside your wheelhouse.

Are you an expert in emerging technologies or currencies like Bitcoin? Would you know how to best direct your clients' hard-earned money in those areas? Never fear, because there are newsletters that speak to those more speculative ends of the spectrum and can give you all of the insight you need to make the right decisions.

With hundreds of investment newsletters out there, how can you narrow down the options to a handful that are a good fit for you, your risk tolerance level, and your overall investing needs? Here are several criteria to help with the decision-making process:

  • Focus. Some investment newsletters are broad, aimed at the everyday investor who just wants to know which stocks are likely to provide safe and reliable growth over time. Others are hyper-focused on one specific sector, type of stock, or fund family. You'll need to have a general idea of what kind of advice you want before you can choose the best investment newsletter for your situation.
  • Frequency. Are you the kind of investor that wants an update on a daily basis, so that you can capitalize on emerging opportunities? Or would that overwhelm you? Some newsletters are strictly monthly, while others may include daily, weekly, or as-needed updates through an online portal and/or email alerts.
  • Value. Notice we didn't say "cost" or "price" - because some of the more expensive investment newsletters also have the potential to help you reap the greatest rewards. Check out the track record of success for any newsletter you're considering - it's worth it to spend more for the advice if it means you'll get gains of a degree of magnitude larger than a less-expensive service.
  • Refund and/or Free Trial. Most services providing investment newsletters want you to know what you're getting ahead of time; they're not in the business of tricking you out of your hard-earned money. Be sure to look for a free issue or risk-free trial period. Also, be aware of any refund policies in place, in case you choose to subscribe and later decide it's not offering the investment advice you expected.

TopConsumerReviews.com has reviewed and ranked the best investment newsletters available today. We hope this information helps you select the right one for your financial planning and overall investment strategy!

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