As the âscariestâ presidential election in memory approaches, youâre right to be unnerved. But there are measures we can take to protect ourselves. Beginning with three simple steps revealed in detail below.
Even better, thereâs a proven strategy that can help you profit in the final stages of this aging bull market, no matter who wins in November â and give you the confidence you need to shrug off the turbulence that is inevitably coming.
Only you can decide if this approach is right for you, and you need all the facts to make your decision. But you must act soon. Preferably by midnight tonight, while this potentially life-changing, strictly limited opportunity is still availableâ¦
September 5, 2016
Dear Fellow Investor,
We have something in common, you and I.
Iâve been analyzing stocks and modeling markets professionally since 1970. Including more than 25 years managing more than $2 billion of âother peopleâs money.â
You might not be a professional investor like I am. You might not go back as far as I do (you might have been at it even longer)â¦
But one thing is certain. Youâre no beginner â much less a rube.
We wouldnât be having this conversation otherwise. More likely, youâd be chasing down the next âcanât missâ stock tip this morning or reading up on some other get-rich-quick scheme.
Thereâs a more fundamental reason why I suspect you and I are likeminded.
Youâre taking the time to read it over this important message and private invitation right now, on a holiday weekend. Thatâs a great choice that can literally change your life, as youâre about to see.
Not every Joe on the street can appreciate what Iâm about to tell you. Still fewer will actually hear about it.
You see, while a small number of qualified investors received this invitation along with you this morning, they nonetheless far outnumber the handful of new applicants we can accept, by many times.
Thatâs why Iâm so pleased to have caught up with you this Labor Day weekend morning. And why I so strongly encourage you to read to the end of this heartfelt invitation while weâre here â and get back to me just as soon as youâve made your decision.
You see, what Iâm about to propose
really is not for everybodyâ¦
For reasons I think youâll understand, I can make this unusual proposition to fewer than 1 in 200 investors who receive and read my advice on a weekly basis â and only for a brief window of a few days each year.
Of my premium investment advisory members â and by this I mean you and your fellow Blue Chip Growth, Emerging Growth, Dividend Growth, and Ultimate Growth members â no more than 1 in 100 will join us in this potentially game-changing endeavor.
For this reason, itâs important to me that you have a fair opportunity to join us today â before I reach out to a slightly wider group tomorrow. Itâs also why I request that you not forward this invitation to anyone for the next 48 hours.
Weâll discuss the nuts and bolts of my proposition in the next few pages, including the unique benefits you can expect if you take me up on it. Plus the simple steps youâll need to take right away to minimize your chances of missing out.
But letâs begin with a few things you will NOT have to do today â OR EVER AGAIN!
If you accept what Iâm about to propose, you will never again have toâ¦
- Break down a companyâs balance sheet or income statement
- Sift through another proxy statement or annual report
- Monitor CNBC for an earnings miss, executive gaff, or knee jerk analyst downgrade
Never again will you waste a sunny afternoon analyzing and tweaking your personal stock holdings for position size, valuation, or even sector, country, or market-cap diversificationâ¦
Much less suffer another sleepless night agonizing over any of these things. You wonât have to worry about where âthe market isâ headed so much anymore, or the U.S. economy, for that matter, either.
You wonât even have to enter another ticker symbol into my Portfolio Grader stock-screener and earnings-quality tool â if you donât want to. Of course, if you enjoy doing these things (as I admit I do), thereâs certainly nothing to stop you from doing so.
In fact, Iâll be right there with you in the Navellier Growth online community â eagerly discussing the latest breakthrough technology, breaking news, macro economic development, or breakout investment opportunity.
But when you respond to this advance invitation and accept what Iâm about to propose, the choice will always be yours. You will be in control.
None of that nerve-wracking âstuffâ has to be your concern anymore. From this day forward, that will all be my concern. Iâll do the worrying for you!
And, believe me, we have some âthingsâ
to worry about this Labor Day weekendâ¦
I wish it werenât so. But the coming election cycle â and the remainder of 2016 and even beyond â almost certainly wonât be business as usual for investors like us.
In fact, the near-term outlook may be more ominous than it was when I first extended an invitation like this one four years ago to this day.
That was Labor Day 2012, also an election year and a market environment eerily similar to what we face this morning.
On Labor Day 2012, you may recall â¦
- We were already three years into a bull market that had doubled our money off the March 2009 bear market lowsâ¦.
- Experts were warning that equity valuations were extreme, bonds were in a bubble, central banks were out of control, and, most importantâ¦
- Our prospects for reaching our long-term financial goals were by all indications âdismal.â
I could go on, but you get the point. Again, I remember this clearly because I had just invited a small group of investors to join me in a one-of-a-kind wealth-building project I called âthe crowning achievement of my 35-year investing careerâ¦â
Folks like Jon N., a Blue Chip Growth member from Rancho Palos Verdes, CA, who recently confided that he likes âthe returns weâve achieved with a conservative portfolio.â Adding this superlative about the unique approach Iâm writing to tell you about todayâ¦
Of the services I have subscribed to in the past, it has
been the best performing and the most instructional.
Or Les F., another longtime Blue Chip Growth member from Boca Raton, FL, who recently reached out to confirm that there really is no more guesswork with this âno excusesâ investment approach, explainingâ¦
The instructions are specific and actionable. There is
no ambiguity on when to buy/sell and at what price.
And then thereâs John G., a relatively newer addition to my Navellier Growth family from Bonita Springs, FL, who gets right to the point of the matter, declaring simplyâ¦
âI make MONEY!â
John, who is a seasoned investor, as I imagine you are, also appreciates that, while the instructions are explicit and easy to follow, âI know something about the companies I am invested in. I am involved in making the investment decision and purchase.â
Jon and Les, as I mentioned, are loyal Navellier Growth members and experienced investors like you. They are also Charter Members who responded to an invitation to join my Navellier Family Trust back on Labor Day 2012.
Youâll hear more from of our Charter Members just ahead. Including folks like Sam A., Wally V., and Marcy K., who made the exact same decision youâre going to be asked to make in the next few momentsâ¦
And who are, for reasons theyâll explain to you in their own words, pretty darn glad they did. Yet, amazingly, your timing may be even better than theirs was!
âCitigroup: A Trump Victory in November
Could Cause a Global Recessionâ â Bloomberg
In fact, every hurdle that stood between hardworking investors like us and our hopes of achieving our financial goals on Labor Day 2012 is still very much in place. If anything, the path to success is even more daunting today.
- U.S. stocks, as measured by the broader market indexes, are even more RICHLY valued than they were four years agoâ¦
- Interest rates, including those we can expect to earn on cash and risk-free fixed-income investments, have since plunged to historic LOWSâ¦
- Yields and expected forward total real returns on long-term bonds are now literally NEGATIVE â and will almost certainly fail to keep pace with inflationâ¦
The global economy, meanwhile, continues to plod alongâ¦ wages are stagnantâ¦ corporate profits have peakedâ¦ and the prospects for hardworking investors saving for retirement appear, on the whole, every bit as dim as they appeared four years ago.
Factor in Great Brittanâs startling decision to abandon the European Unionâ¦ an aging population in the developed worldâ¦ ratcheting tensions around the globeâ¦ soaring sovereign debtâ¦ an ever-shrinking quiver of tools available to exhausted central banksâ¦
And itâs no wonder cash levels are at historic highs and individual investors are fleeing the markets in droves. Then thereâs the November wild card. By comparison, the uncertainty surrounding the Obama v. Romney showdown of 2012 seems downright quaint!
Of course, this in no way suggests that the Charter Members I want you to meet today overacted or were mistaken to share my concerns and take me up on my unusual proposition in the âkindler, gentler,â days of Labor Day 2012.
Especially when you consider that over the past four years working together, we have systematicallyâ¦
- Reduced our overall portfolio volatility, thus minimizing our potential exposure to future painful drawdowns that history assures us are inevitability coming our wayâ¦
- Increased our exposure to high-quality industry leaders, including asset-rich companies with unassailable balance sheets, and dividend-paying âstalwartsâ¦â
- MADE MONEY each and every year, despite our intentionally âdefensiveâ posture â never suffering a down year, including in 2015, when the broader market gave up nearly 1%â¦
That includes no fewer than 91 individual winning positions LOCKED IN, the profits already rolled over into even more profitable ideas. Plus more than 15 active positions in our Navellier Family Trust portfolio with hefty âunrealizedâ gains ready to harvest.
As important, weâre achieving these wealth-building results with total PEACE OF MIND â sidestepping the FEAR and CONCERN now plaguing other individual and professional investors as the aging bull market plods through its final, most volatile years.
âI sleep better at night knowing I'm invested conservatively to weather volatile movements in the market.
â Sam A., St. Louis, MO
Yet, as gratifying as our performance has been (Iâll share more of our results with you just ahead), thereâs a more fundamental reason why my Charter Members like Sam reflect fondly on their decision to take a leap of faith and join me at Navellier Family Trust.
And by this I mean the one undeniable fact they assure me is even more important to them than the stellar results, supreme confidence, and peace of mind theyâve enjoyed over the course of the past four years. Namely, thatâ¦
Every one of the concerns that prompted them to accept my proposal was legitimate at the time â and every one is only more urgent and pressing as you read this invitation today!
Because letâs be clear: Historic stock market valuationsâ¦ negative real returns on cashâ¦ paltry returns on high-quality bondsâ¦ low-growth economiesâ¦ exasperated central bankersâ¦ even political and social unrest are all red flags you canât afford to overlook.
Especially, if like many of my friends, family, and high-net-worth clients, you have a fairly significant amount of investment capital already âat riskâ in the markets â and donât have 20 or 30 years to recoup your losses when the bough inevitably breaks.
Which brings me to a small confessionâ¦
Please, donât get the wrong idea, I love the work weâre doing together at Blue Chip Growth and throughout my Navellier Growth family. I love that you and your fellow members have made money on my recommendations over the years.
Iâm especially pleased to hear that you have put your profits to such good use.
âWe were able to use our gains to travel to South Africa for 14 days, which was one of our life-long dreams.
âRichard S., New Bern, NC
I made enough to buy my wife a nice new car. And, that was without paying more than $1,000â¦on any one stock. I gained $3,757.07 in 19 days!
âVic E., Iowa City, IA
I wonât deny it. I canât get enough of hearing stories like those! After all, theyâre why I got in this business in the first place. But hereâs the thingâ¦
While members like you have always assured me you are profiting from my recommendations and general investment advice, in recent years, I began to detect a subtle undercurrent in our conversations.
Apparently, in my enthusiasm to bring you the best investment opportunities the market has to offer each month, I may have underestimated exactly what it takes to confidently build and protect your wealth in this increasingly uncertain marketâ¦
Including the COURAGE it takes to stand firm when the headlines are scary â¦ the knowledge and CONVICTION to double down during times of market panicâ¦ and the RESOLVE to âcoldlyâ take profits in a beloved holding when other investors are exuberant.
Not to mention the unique challenges involved in assembling my top recommendations into a diversified, BALANCED portfolio âespecially in todayâs volatile and unpredictable marketâ¦
And by that I mean nothing less than a professionally optimized portfolio carefully constructed to offer you the SAFETY you deserve to sleep well at night â and the INCOME and GROWTH you need to reach your long-term financial goals and dreams.
If any of those challenges sound familiar â or if what Iâm describing sounds like something you could use as we plunge headlong into this historically contentious election cycle â youâre certainly not alone.
I hear you loud and clear â and I have some really good newsâ¦
Iâm writing today with a solution I think youâre really going to like. In fact, not only do I believe my team and I have devised an elegant, step-by-step âsystemâ that can help us put an end to your most nagging investing concernsâ¦
I am 100% convinced we can overcome every wealth-blocking hurdle weâve discussed today â and dramatically improve your long-term results â in LESS timeâ¦ with LESS effortâ¦ and with much less STRESS than you might realistically think possible.
I know this must sound fantastic. But when I tell you exactly how weâre going to do it â and the truly life-altering results I expect to deliver â Iâll think youâll agree itâs not only doable, itâs downright easy. In fact, weâre ALREADY doing it!
Hereâs why you can expect BETTER
results starting this very afternoonâ¦
As a member of my Navellier Growth community, you know youâre getting a deep dive into an important segment of the market. Thatâs a valuable advantage over the vast majority of other investors. For some members, this may be everything they need.
Yet, at the same time, you may be missing out on the faster-moving, huge potential smaller companies I recommend to my Emerging Growth members. Or the top-rated dividend payers we focus on at my recently launched Navellier Dividend Growth.
And even if you manage to follow all three services closely, youâre still not getting access to the full range of opportunities that donât fit the specific profiles laid out for Emerging Growth, Blue Chip Growth, Dividend Growth, or even my Ultimate Growth services.
Keep in mind, my quantitative models and my staff of nearly two dozen professionals scan the entire market 24 hours a day, seven days a week â constantly sifting the data and crunching the numbers in search of the very best opportunities for new money at any given momentâ¦
From across the universe of publicly traded securities. When you run the numbers like I do, thatâs more than 5,000 individual securities â and an almost infinite number of constantly changing financial metrics and variables.
Often our research leads us to market dominators perfectly suited for Blue Chip Growth members. Other times the best opportunities are rapidly growing smaller companies with massive growth potential better suited for my Emerging Growth Buy List.
Some markets favor my yield-obsessed Dividend Growth investors or even my thrill-seeking Ultimate Growth members. Just as often, however, my quantitative models and dedicated team of analysts turn up opportunities that donât quite fit into any of these buckets.
Increasingly, in this low-yield, fast-moving market, weâve been uncoveringâ¦
- High quality real estate investment trusts (REITS) â that offer high levels of current income plus the promise of increasing payouts and the opportunity for market-beating growthâ¦
- Fast-growing mid-cap companies â market âtweenersâ I call âtomorrowâs blue chipsââ in the sweet spot of their massive growth cycles with their hyper-growth years ahead of themâ¦
- Overlooked value plays â âfallen angelsâ with solid businesses and cash flows, and whose bargain basement prices and generous dividend yields make them too attractive to pass upâ¦
Plus, a wide range of off-the-beaten-path opportunities in such diverse sectors as regional banking, the beaten down energy pipelines and transportation sectors, raw materials, and even asset management and financial services.
Every one of these has a place in your portfolio â and can work perfectly in tandem with the large-cap market leaders I recommend each month in Blue Chip Growth and the up-and-coming small caps youâll find on my Emerging Growth Buy Listâ¦
Especially when they are properly assembled in a BALANCED, optimized portfolio â built with attention from the ground up, constantly monitored, and expertly managed as needed to maximize your profits and minimize your risk.
As this late-stage bull market heats up, if you are looking to maximize your returnsâ¦ if you want to maximize your chances of accumulating the true legacy wealth you want and deserveâ¦ and if you are determined to do so as SAFELY and SURELY as possibleâ¦
You need exposure to every one of these types of investments â in just the right balance. This is something I learned firsthand 35 years ago and recently confirmed with an eye-opening personal experience. This letter is your invitation to GAIN from my experience!
Most important, youâll NEVER struggle to
match my market-beating performanceâ¦
I wonât lie to you. Just as it thrills me to hear when youâre making money, it pains me to hear whenever one of my Navellier Growth members struggles to match my performance â even old friends who have been with me for years, even decades.
Folks like D.W., a Blue Chip Growth member from Austin, TX who writesâ¦
You have supercharged my retirement portfolio. I have been a subscriber for years and being so has paid off handsomely for me and my familyâ¦beating the market year after year after year.
And like Bob H., a Blue Chip Growth and Emerging Growth member from Southbury, CT who writes to tell meâ¦
My portfolio is up over 60% in under a year since subscribing. Thatâs the kind of return I was used to in the late 90sâ.
I hope your experience has been equally positive. Maybe you boughtâ¦
- Baiduâ¦ up 204%
- Monsantoâ¦ up 162%
- Amazonâ¦ up 116%
- Allerganâ¦ up 214%
- Ambevâ¦ up 161%
- Regeneronâ¦ up 129%
- Novo Nordiskâ¦ up 104%
Or one of our other widely-held, large-cap growth winners. Or maybe you boughtâ¦
- Vipshop Holdingsâ¦ up 751%
- Bitautoâ¦ up 220%
- Valeant Pharmaceuticalsâ¦ up 208%
- HMS Holdingsâ¦up 182%
- HCI Groupâ¦ up 110%
- XPO Logisticsâ¦ up 98%
Just a few of more than two dozen Emerging Growth small-cap recommendations that have doubled our money in the last decade.
Iâm proud of those results. But I also realize thereâs a good chance you werenât alerted to EVERY ONE of these wealth-builders â from across the entire market-cap, geographic, and so-called Morningstar âstyle boxâ spectrums.
And even if you do have access to all my top recommendations â plus the time and resources to act on them â itâs possible youâre still struggling to match my documented track record of beating the market by 3-to-1 with my Blue Chip Growth stocks â¦
Much less the blistering results weâve posted at Emerging Growth, where we have confounded the academics and skeptics â and consistently outpaced the broader market by an almost unheard of 6-to-1.
Truth be told, there are fundamental reasons why your brokerage account balances (and your familyâs net worth) could be growing fatter â and FASTER. And none of them is your fault!
Which brings me to a second,
even more startling confessionâ¦
Earlier, I acknowledged that my intense focus on leading you to the best investments each month may have blinded me to some of the day-to-day challenges you may be facing while trying to assemble these investments into a real-world portfolio.
As a professional analyst and asset manager who takes pride in having spent more than three decades helping others build real wealth in EVERY TYPE of market, my second confession may be even more startling.
Iâll explain briefly. Since by now you may have heard the chatterâ¦
A short time back, I was approached out of the blue to invest some âvery importantâ money for a very demanding client. With the explicit mandate to deliver not only current income and safety, but also growth.
You may also have heard that this âclientâ was my wife, Wendy â my sharpest critic and the one person I simply CANNOT afford to disappoint. What you may not have heard was that, if the whole truth were toldâ¦
I was a little bit spooked!
Being handed a seven-figure lump sum and asked to put that money to work right away in a portfolio that could simultaneously serve three such seemingly conflicting goals is frankly a little daunting, even for a guy with my experience.
And just like that, the very real concerns youâve expressed to me in emails and letters â and in person when I travel the country speaking to individual investors â took on a more immediate urgency.
Suddenly, the challenges you are facing investing YOUR own âvery importantâ money in this uncertain market were no longer abstractions. In short, I was plunged into the same rocky seas you may find yourself in right nowâ¦
Frankly, it was a gut-check. And the seeds of the unusual proposal Iâm about to make were planted. So let me tell you what happened nextâ¦ the rare opportunity it represents for youâ¦ and how a â$100,000 twistâ makes it easier than ever for you to get started.
Now you can invest like my most-
demanding high-net-worth clientâ¦
To make a long story short, I pulled myself together and got busy.
Over the next few weeks, I ran and refined my proprietary modelsâ¦ pored over the dataâ¦ consulted at length with my team of analysts and professional portfolio managersâ¦
And together we set about investing my wife Wendyâs $3.4 million inheritance in a diversified, BALANCED portfolioâ¦
A fully optimized portfolio that my team and I are 100% convinced would give her the absolute best chance of delivering on her three non-negotiable demands â SAFETY, INCOMEâ¦ and GROWTH â no matter what the market throws our way.
It took nothing less than the full resources of my staff of two-dozen professionals and my three decades of experience identifying market-beating stocks and personally managing high-net-worth accounts to get the job done.
But Iâm thrilled with the results. And Iâd like to share those results â and that success â with you beginning today. You see, something dawned on me over the course of those stressful months I spent planning and building Wendyâs portfolioâ¦
It occurred to me that my most loyal Navellier Growth members like YOU could profit from my experience. And not simply by gaining access to my thought process and the unique insights I acquired investing Wendyâs windfallâ¦
But even more so by actually SEEING how I went about attacking that daunting âchallengeâ â step-by-stepâ¦ setback-by-setbackâ¦ breakthrough-by-breakthrough.
Which brings me to the unique solution Iâd like to propose to you today.
Starting right now, the instant you say the word, I will do for you exactly what I did for my wife, Wendy.
I will show you exactly how to build a market-beating, conservative stock portfolio like hers no matter what happens in November â in real time, step-by-step, stock-by-stock.
With the exact same care and attention to detailâ¦ the same rigorous concern for SAFETY and GROWTHâ¦ and leveraging the exact same professional money management skills I honed over more than three decades in this business.
And please understand. Iâm not just going to SHARE my âpastâ experiences with youâ¦ and TELL you what I learned putting Wendyâs $3.4 million inheritance to workâ¦ Iâm going to SHOW you exactly HOW to do it yourself!
You see, back on Labor Day 2012, I did something âradical.â Something that really sets what Iâm about to propose to you apart from your experience as a member of my newsletters, or for that matter, nearly every other investment advisory on the planetâ¦
Four years ago today, I personally set aside a not-insignificant chunk of my own money (a quarter of a million dollars, to be exact) and deposited it in a personal brokerage account â so that I could literally put that money to work right before your eyes.
This way, instead of merely âhearing aboutâ my best new investment ideas the moment I uncover them, you can literally FOLLOW ALONG as I manage my own portfolio â a diversified investment portfolio of REAL MONEY in REAL TIME.
For the past four years, Iâve been doing just that. Working side-by-side with a handful of your fellow Navellier Growth members who made the same life-changing decision you can make for yourself today.
Itâs been a fantastic and lucrative journey â
This is your opportunity to join us
I hope youâre getting excited and can see the possibilities. Itâs almost time to tell you how to claim one of our few reserved seats, without any risk whatsoever. But first, there are three things I want you to consider doing for me â no matter what you decide today.
All three can help position your portfolio to better withstand any volatility we experience in the wake of the unprecedented election in November. More important, they will dramatically decrease the likelihood that you will do something you might regret laterâ¦
Pre-November Checklist: Step 1â¦
First, I ask that you carefully scan your portfolio, position by position â looking especially for companies whose businesses and cash flows youâre not 100% sure you understand or whose share prices may not be supported by the fundamentals.
In truth, none of the issues weâve discussed today will CAUSE the next painful sell-off. However, all will greatly exacerbate their magnitudes once the markets break. Low quality, overpriced, highly leveraged, and overhyped stocks are most vulnerable.
This is why every position in my Navellier Family Trust portfolio is âdouble screenedâ by my staff and by me personally to make sure it offers the growth and SAFETY we need to profit in good markets and bad.
Pre-November Checklist: Step 2â¦
Second, I ask that you look to swap any âweakâ stocks you uncover in your review with high-quality companies supported by strong fundamentals and healthy institutional support â preferably with a proven history of paying and raising dividends.
Remember, not only do regular dividend payments historically account for 40% of total stock market returns, quality dividends hold steady or rise in bad markets and give you the extra CONFIDENCE you need to ride out market sell offs.
Itâs no coincidence, of course, that we are increasingly focused on adding high-quality dividend paying companies as I constantly monitor, trim, and add to every position in our Navellier Family Trust portfolioâ¦
Pre-November Checklist: Step 3â¦
Finally, once youâve weeded out any suspect holdings and are comfortable with every individual position in your stock portfolio, I ask that you do one more thing that might prove even more important in the months and years to come.
Take a moment to review your overall portfolio, top to bottom â making sure youâre adequately diversified across industries, sectors, geographical regions, market capitalizations, valuation, and other important âfactors.â
While arguably the most challenging of the three steps I want you to take for me, your ability to holistically review your investment portfolio and manage it going forward will be the greatest determinant of your success in reaching your goals.
Donât forget, I know this from experience. Having dedicated three decades of my life to fine-tuning this unique and valuable skill. You can do it yourself, but if you think you might need a little help, Navellier Family Trust might be just the solution youâve been looking for!
Ok, so what do you have to do to
âprofit from my experience?â
First, youâll need to respond to this personal invitation just as soon as possible. This way Iâll know that youâre serious about joining my Charter Members, my wife Wendy, and me as a special anniversary member of my Navellier Family Trust.
Then, once youâve claimed the spot Iâve reserved for you â which youâre encouraged to hold on to for a full 90 days without any risk or commitment whatsoever â exactly how you use your Navellier Family Trust privileges is entirely up to you.
If you like, you can simply kick back and watch your inbox or keep your phone handy for my personal email and phone alerts announcing EVERY TRADE I plan to make in my real money Navellier Family Trust portfolio.
Iâll contact you directly, telling you exactly what to buyâ¦ how much Iâm buying myselfâ¦ how much I want you to payâ¦ and WHY I think itâs a perfect addition to our Navellier Family Trust Portfolio.
Iâll also send you private access to a simple tool that will calculate exactly HOW MUCH you should by, based on the size of your own portfolio.
Even thatâs not all. Iâll also make sure you receive something else â one of the most popular features of Navellier Family Trust.
At the beginning of each month, youâll receive your personal Navellier Family Trust Monthly Member Statement. Here youâll find my latest thoughts on the market and economyâ¦ a full review of our monthly activity and performanceâ¦ and a thorough analysis of our current Navellier Family Trust portfolioâ¦
Or if you prefer, you can keep an eye on my secure Navellier Family Trust website â where youâll find my latest trade alerts, my full investment rationale, lively discussions, and exclusive content not found anywhere else.
In any case, youâll want to be on hand for my monthly Family Trust Conference Call â where I personally review the monthâs results with youâ¦ brief you on my latest thoughts for the coming monthâ¦ and answer any questions you might have for my analyst team or for me.
However much or little you choose to engage, youâll always know what stocks Iâm buyingâ¦ what stocks Iâm sellingâ¦ and the instant I plan to trim or add to an existing position. In short, youâll know EVERY MOVE I MAKE as I build and manage my own portfolioâ¦
Combining the portfolio management skills I amassed over three decades as a professional investor with the timely insights picked up while investing my wife Wendyâs $3.4 million and my own $250 million real money portfolio!
Meanwhile, you simply follow along with my trades in your own brokerage account. Itâs that simple. You can see why my Charter Members tell there is âno more guessworkâ â and why you will never again have to worry about matching my market-beating results.
Of course, you keep 100%
control of your moneyâ¦
Iâve heard from a number of your fellow members over the past week or so asking whether I will be taking control of your investments if you decide to join us â or executing the Navellier Family Trust trades for you.
In fact, I considered both ideas. I opted for a different approach for two reasons.
First, while a few members have requested a more traditional âcustodialâ type relationship, many self-directed investors wrote in expressing a desire to handle their own investments and keep control of their own accounts.
Not only does this approach save you money in fees and expenses â and keep your money in your account should you unexpectedly need it â it also jives nicely with my mission statement for Navellier Family Trustâ¦
âBridging the gap between traditional newsletter advisory services and âmanaged accountâ style investing reserved for high-net-worth individuals.â
Itâs also for this reason that I structured the service so that you donât need a $3.4 million portfolio like Wendyâs to benefit. Or even half that. You can benefit with most any size portfolio, from as little as $5,000 and up.
Exactly how much you choose to invest is up to you. For example, after much deliberation, and input from you and your fellow members, I chose to personally invest $250,000 (to which I added an additional $100,000) â a sum that has grown to $476,584!
I settled on this figure for two reasons.
First, unlike a million dollars (which I seriously considered), I felt that $350,000 was close enough to the dollar figure you may want to commit â so that our experiences will be as similar as possibleâ¦
While at the same time, itâs significant enough to show you I mean business. With a quarter of a million dollars on the line â youâll know I wonât be taking chances, and that youâre getting my full attention and best-thought-out advice.
Because this point is really important: I do want you to follow along as best as you can!
You see while there will be lively discussions and a strong educational component I think youâll find extremely valuable, the PRIMARY GOAL of Navellier Family Trust is for you to mimic my returns and thus make more money.
Thatâs why, while the choice will always be yours, I strongly encourage you to follow along with my every move, whenever possible. Itâs also why you can expect more frequent communication from me than you are probably used to.
At Navellier Family Trust, we wonât be constrained by such details as page and word counts for issuesâ¦ or production schedules â¦or even market cap or other âstyleâ restrictions. We are free to act quickly â and go WHEREVER we want WHENEVER we wantâ¦
Opportunistically seeking out the marketâs very best investments at all times. Whether that means sitting tight for days or even weeks at a clip â or moving quickly to load up onâ¦
- Smaller stocks with the potential to deliver us quick 50% â 100% gainsâ¦
- Dividend payers capable of delivering solid long-term capital gains, PLUS hefty yields for income and stability, or
- Blue chip stocks that provide ballast in rocky markets and the promise of exponential wealth-multiplying appreciation over time
This is the best way to ensure that you are investing right alongside my wife, Wendy, and me. Making money when we make money â and as near-perfectly (and effortlessly) replicating our results as logistically possible.
Hence the name Navellier Family Trust. When you accept this invitation, you really are investing in confidence with a trusted friend â as if youâre part of the family. I hope you can see why Iâm so excited, and why Iâm concerned we might have to turn people away.
Now for the ânuts and boltsâ
administrative details I promised youâ¦
The fact that youâre still reading tells me youâre giving this revolutionary idea some serious thought. Before I tell you how to sign up, here are a few administrative details to consider as you read onâ¦
- Enrollment will officially begins today, Monday, September 5, 2016 â however, most of our seats were claimed during our special early-enrollment period over the weekend. So please get back to me as soon as you can.
- Beginning this morning, the few remaining seats will be filled on a first-come, first-served basis (so I ask respectfully that you please not forward this email to anyone).
- I will be enrolling new members for five days only or until we reach our membership limit, whichever comes firstâ¦ at which point, I must close the service and begin building a wait list. I'm sorry, there can be no exceptions*.
* You may have heard. When I first sent out an invitation like this one, in an uncertain election-year market much like this one, we planned to enroll charter members for a full seven days. But due to high demand, we were forced to close the doors and turn away interested investors in less than 72 HOURS.
So, please. If you think you may want to join us, I do hope you will get back to me with your answer now that we have extended this invitation to a wider group this morning!
Frankly, Iâd prefer that it didnât have to be this way â and that everybody could join us. But thereâs simply no way around it. My top priority is to guarantee you the experience and personal attention you deserve.
Remember, we will be buying and selling together. And while you will always receive my trade alerts ahead of time â so that you can buy before I do â I canât say for sure what effect this buying pressure will have on the market.
I will take all available precautions to avoid moving the market, but keeping the membership small is the only way I know to make sure you get the full benefits of this one-of-a-kind experience. Even if this means turning away qualified members who would like to join.
Finally, I should tell you that, while I have no way of knowing when we will have to close the doors and start a wait list, I can tell you that this will be your only opportunity to join at this special price this year.
In other words, thereâs no pressure to join. But if you do think you want to join us, it would really put my mind at ease if you wouldnât put this decision off. Especially now that there has NEVER been an easier time to get started.
You may be wondering. But, no
itâs NOT too late to late get startedâ¦
Over the past week or so, Iâve heard from thousands of my Navellier Growth members who are seriously considering joining us today. If thereâs one concern Iâve sensed from members as they make their final preparations, itâs thisâ¦
âIs it too late to get started?â
Thatâs a fair question. After all, Wendyâs $3.4 million is already largely invested. So, too, is a good deal of my own quarter-of-a-million real money âcatch upâ portfolio I began investing last Labor Day.
Same with the portfolios of our charter members who joined on Labor Day 2012. Together, we have assembled a rock-solid portfolio that has us positioned to meet our goal of doubling our money every five years â with more INCOME and less RISK than the broader market.
Including a growing number of DOUBLE-DIGIT âin-the-moneyâ positions in Facebook, Home Depot, Smith and Wesson, Acuity Brands, and OâReilly Automotive, to name just a few of our core portfolio holdings trading above our âbuyâ prices.
But there are two reasons why getting started is going to be easy for you. First, as I reviewed our portfolio this morning, I noted that no fewer than 15 of our positions are currently trading at or very near our optimal âbuyâ price â meaning you can buy them today with total confidence!
Moreover, as the markets have moved higher in recent weeks, we have been prudently taking profits in a number of our Navellier Family Trust positions.
Scaling back on winners like Lockheed Martin for a 69.8% gain on August 4, Physicians Realty Trust for a 38.8% gain on July 28 and Avago Technologies for a 134.6% gain on July 27 â and raising cash in the process.
In the coming weeks and months, Iâm going to put that excess cash ($100,000 to be exact) to work â following the exact blueprint I developed to invest my wife Wendyâs $3.4 million and while investing my own $350,000.
Now, hereâs the upshot for youâ¦
As I put that money to work in the coming days and weeks, youâre encouraged to simply follow along â step by step and in real time â in your own portfolio.
As always, you will receive every portfolio tradeâ¦ every buy and every sellâ¦ BEFORE I make the trade, in the process of deploying my current $100,000 cash balance. By the time we are fully invested, your portfolio will be inline with my Family Trust Portfolio!
Again, you just follow along in your own account. Plus, with a nice round number like $100,000, there will be nowhere for me to hide. Our progress â and our performance will be right there for you to see â day after day, week after week, and year after year.
And if you have less than $100,000 to invest â or more â thatâs not a problem. Every trade can be custom scaled to fit your personal investment portfolio using a simple proprietary tool provided for you right on the Navellier Family Trust private website.
Without question the most comfortable service to trust my modest non-annuity portfolio. I think the "calculator" method is the best way to buy and diversify.
â Wally V., Family Trust Charter Member
I hope you can agree this makes getting caught up with Navellier Family Trust a breeze. In fact, itâs EASIER for you to get started â and safely grow your own wealth right alongside me and my family â than at any time since my Charter Members joined on Labor Day 2012!
By now you must be wondering
just what it will cost to joinâ¦
I hope you can see why I expect demand will be high this morning â and why I fear we will have to turn interested investors away again this year. So let me quickly repeat a few important details, and then youâll have an opportunity to claim your spotâ¦
Enrollment officially begins today, Monday, September 5, 2016.
Seats will be filled â on a first-come, first- served basis â over the course of the next five days only or until we reach our membership cap, whichever comes first.
Again, itâs important to me that loyal members like you have every opportunity to join. For this reason, I personally reserved a seat for Navellier Growth members who requested my invitation â and who respond by MIDNIGHT TONIGHT.
Ok, exactly how much will it cost to join?
You can probably sense that Navellier Family Trust is special â and costs a bit more than your typical stock-picking newsletter. But I think youâll agree itâs fair once you see everything thatâs included, and given the returns you can expect to achieve.
Especially if youâve ever shopped for institutional-quality research. You know you can easily spend thousands per year (my Navellier Platinum Growth Club, which you may have considered joining, costs $11,294 per year, for example)â¦
And if youâve tried to find quality portfolio managementâ¦ look out! Not only are you asked to hand over your money and agree to onerous lockups, youâll also be hit with a management fee and untold âhiddenâ costs for the privilege.
Instead, what would it be worth to you to getâ¦
- A coveted front row seat as a professional money manager with 36 years experience builds and manages a nearly half a million dollar portfolio for safety, income, and GROWTHâ¦
- Email and phone alerts of all portfolio movesâ¦ every buyâ¦ every sellâ¦ every rebalancingâ¦ ahead of time so you can always trade firstâ¦
- A monthly communiquÃ© directly from me, discussing the monthâs portfolio movesâ¦ market-moving eventsâ¦ and everything you need to build your own million-dollar portfolioâ¦
- Unlimited access to our 24/7 password-protected website where you can ask me questions, tell me whatâs on your mind, challenge my ideas, and strike up a conversation with your fellow Navellier Family Trust membersâ¦
- Every step-by-step instruction and all the CONFIDENCE you need to reproduce my market-beating results in your own portfolio â MINUS the day-to-day stress you may be feeling right now!
Finally, what if instead of shipping off your hard-earned money with frankly no guarantee of ever getting it back, you could keep 100% control of your money in your personal account, yet invest it in CONFIDENCE with a trusted friend?
Now imagine you could have all those things â and the opportunity to test-drive the entire process with no pressureâ¦ at your leisureâ¦ for a full 90 daysâ¦ and never risk a penny? Well, thatâs exactly what I want you to do.
Of course, you get my ironclad,
I hope you can agree that Navellier Family Trust is unlike anything Iâve ever offered to you before. But some things will never change.
For one thing, you can rest assured that every stock I recommend to you â and buy for my own real-money Navellier Family Trust portfolio â has been fullyâ¦
- Screened by my proprietary quantitative stock-selection and earnings-quality modelâ¦
- Thoroughly vetted by my team of analysts and by me personally, andâ¦
- Identified as the very best opportunity to offer you the SAFETY and market-beating RETURNS youâve come to expect from me.
Also, because my primary concern is that you are happy with your decision to join us, I insisted that you be permitted to sample the entire service with no risk whatsoever. So hereâs how weâre going to make that happenâ¦
You simply respond to this private invitation right now and claim your spot. Take a look aroundâ¦ check out the dedicated Navellier Family Trust websiteâ¦ hit me up with any questions you may haveâ¦ and compare notes with your fellow members.
Then go ahead and put the service through its paces for an FULL 90 DAYS. Follow my trades as I gradually put $100,000 in cash to work building a balanced portfolio, optimized for safety, income, and GROWTHâ¦
Take as long as it takes to get a feel for everything the service does for you and the one-of-a-kind benefits it offers you and your family. In short, confirm with your own eyes that everything Iâve said about Navellier Family Trust is true.
And if for any reason you decide you donât want to stick with us, you can tell me to send you your money back â up to the last day of your first three months. Iâll give you a prompt and courteous refund â NO QUESTIONS ASKED.
You have my word on it. Remember, when you become a member of Navellier Family Trust, you really are like a member of my family. My guarantee to you is so complete and ironclad, we donât have to say another word about it. Now, this may be the best news of allâ¦
Join today â get $3,500 in bonuses
and save an additional $4,000!
As we discussed, Navellier Family Trust costs a bit more than your typical entry-level investment advisory. And with good reason, I hope youâll agree.
When you respond to this invitation and join me as a special anniversary member, you can lock in a very special discount. In fact, itâs the same special deal I offered to my Charter Members back on Labor Day 2012!
First, you can knock a full $500 off our lowest new member rate. Second, Iâve arranged for you to get a free year of Blue Chip Growth â as long as you stay on as member.
Iâve also arranged for you to receive one full year of my top-performing Emerging Growth small-cap advisory service, just as I did for my Charter Members back in 2012. That alone is a $995 dollar value.
All three services, Blue Chip Growth, Emerging Growth, and, of course, Navellier Family Trust are yours for as long as you decide to stay on as a member. In return, you pay just $1,999 for one year â a legitimate $500 savings off our new member rate.
Again, I understand thatâs no small investment. But I sincerely believe that itâs a bargain given everything you get in return and the returns I expect you to earn.
But you have to respond today to get everything we just discussed â at this special discount price. Itâs my personal thank you for following along with us last week and requesting this invitation today.
Even better, hereâs something else I truly hope youâll considerâ¦
As I mentioned, when you join me at Navellier Family Trust, you keep 100% control of your money. It stays in your account so itâs there whenever you need it. In other words, I canât âlock upâ your investment â and I wouldnât even if I could.
But I do want to do everything in my power to encourage you to stick with us at Navellier Family Trust through good markets and the occasional setback. Preferably for a minimum of three years â but at least until I can prove how much money you can make.
For this reason, Iâve made my three-year discount as irresistible as possible. When you join for three years today â as more than half of my Charter Members did back in 2012 â you get three full years of Navellier Family Trust for just $3,499 â meaning you get one full year FREE.
Of course, all the benefits of Blue Chip Growth and Emerging Growth are yours to keep for a full three years or as long as you are a member. And hereâs one final thing I think youâll really appreciateâ¦
When you take me up on my Special 3-Year Offer, I want to extend your full money back guarantee to a FULL SIX MONTHS. This way, the risk is 100% mine, and you canât possibly second-guess your decision.
If at any time, youâre not absolutely thrilled with your decision to join us, Iâll personally send every last penny of your money back to you â no questions asked. Up to the very last day of your first six months!
âFrankly, Iâm in awe that you
permitted me to join your family trustâ¦â
Maybe after 35 years in this business, Iâm getting soft. But it warms my heart to hear kind words like those from one of my Family Trust Charter Members.
Though, I can assure you, the privilege is mine.
Itâs why Labor Day is quickly becoming my favorite day of the year.
Not for the backyard barbecues and extra time we spend with friends and family. Although these are important.
Not even for the holiday itself, which has special meaning for me.
You see, not everybody knows this, but my father was a bricklayer and a stonemason. He taught me to take pride in my work â as I imagine you take pride in yours.
Labor Day reminds us that folks like us work hard for what weâve built â and we wouldnât have it any other way.
But that doesnât mean I want to work forever. Or I should say, I donât want to HAVE to.
Yet, according to The Wall Street Journal and USA Today, among others, this is precisely what awaits too many hardworking U.S. investors.
I have always thought this is a crime.
Itâs why, way back in 1980, I launched my first advisory service, MPT Review.
Like Navellier Family Trust, I ran MTP Review as an optimized, integrated portfolioâ¦ built from the ground up and managed in full view for a select group of membersâ¦
In just five years a $100,000 original investment grew to $461,555â¦
And topped $1 MILLION in 10 short years!
I hope you can see the possibilities â and why Navellier Family Trust is so dear to my heart.
In a sense, it really is like Iâm coming home.
My only regret is that we can accommodate so few members each year â and will almost surely have to turn people away once again.
I do hope youâll join me, and that youâll get back to me right away.
Of course, if for some reason you choose not to take me up on this unusual proposition, I fully understand.
I look forward to working together helping you build your wealth as a loyal member for years to come.
But if you think you might be interested in taking advantage of this historic opportunity, please donât put this off and risk missing out.
Again, this will be the only opportunity for you to join Navellier Family Trust this year at this priceâ¦
So please donât risk being disappointed. Click the link below and claim your reserved spot while itâs still available.
This way, you can sample the entire Navellier Family Trust experience at leisure.
And if youâre not 100% convinced Navellier Family Trust is everything my Charter Members say it is, Iâll make sure you donât spend a cent.
Remember, thatâs just how family treats one another!
Click here or the imply scroll down and fill in the secure form below to claim your reserved seat right now!
Navellier Family Trust
PS: I donât exaggerate when I say I expect the few available seats to go quickly. If you think you might want to join, donât wait. Claim your seat now. If later tonight you change your mind, no worries. Weâll just fix it. In fact, take the whole 90 days to decide. If it turns out Navellier Family Trust isnât for you, Iâll gladly give your money back and offer your seat to someone on our wait list. To claim your spot, click here now.
PPS: I think youâll see how at once how easy it is to get started following along step-by-step with the new $100,000 weâre ready to deploy in our portfolio. Of course, you also get access to all of the Navellier Family Trust real money portfolio â and full run of the entire Navellier Family Trust website. There really never has been a better or easier time to start building your wealth with us at Navellier Family Trust. Donât risk being disappointed, click here to claim your seat.