Asset Management

Private Client Asset Management

The investment management philosophy of IQ Trends Private Client Asset Management (Private Client) is based on the investment concepts illustrated throughout the Investment Quality Trends newsletter, which are based on an original interpretation of the Dividend-Yield Theory, form the basis of the Dividend-Value Strategy.

For more information or contact Kelley Wright at (866) 927-5250 ext 202 or

Upcoming Events

MoneyShow Las Vegas:  May 14-16, 2018

Attend The MoneyShow Las Vegas-free and receive practical education, expert trading strategies, and 150+ stock, ETF and fund picks from leading financial experts! From May 14-16, you’ll meet and learn over 100 top money experts such as Steve Forbes, John Buckingham, Marilyn Cohen, Mike Larson, and many more! In addition to the 200+ workshops, inside the Interactive Exhibit Hall you’ll find new tools, products, and ideas to help you improve your overall performance. [Learn more]

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BetterInvesting National Convention:  May 17-20, 2018

Attend BINC 2018 and receive practical education, common-sense investing strategies and stock pick suggestions from Kelley, leading financial experts and popular BINC instructors from the BetterInvesting Community. There are two and a half days loaded with over 75 classes, seminars and panel discussion on topics of interest to investors of all levels. [Learn more]

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How To Know Which High-Quality Stocks Represent Good Value

Since 1966 Investment Quality Trends has provided investors the research, analysis and tools to identify high-quality, blue-chip stocks and to know when they offer good value. This is the information you need to make informed buy, sell and hold decisions about stocks for your portfolio.

So see what Barron’s, Forbes, The Economist and many more have said about this unique Service by Subscribing today! Or download a FREE SAMPLE issue. This link can be found at the bottom of the page.

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Investment Outlook

Inverted or Steepening Yield Curve on the Horizon?

To make a long story short, what the action was suggesting on the charts is that the 10-Year Treasury, which everyone and their brother is focusing on, is close to finishing its upside move in yield and downside move in price. What makes this such a head scratcher is the Fed is on record for wanting to raise Fed Funds another two or three times this year, which would necessarily push all short-term yields higher. If the Fed does raise two to three more times, and all the important shorter-term yields, meaning 2-years, 5-years, etc., all move higher, but the 10-Year doesn’t move much above 3.0%, it would make for a pretty flat yield curve. And, once the yield curve goes flat it’s just a walk in the park to an inverted yield curve, which nobody wants to see.

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The Hulbert 2017-2018 Investment Newsletter Honor Roll

The investment newsletters on the Hulbert 2017-18 Investment Newsletter Honor Roll are those that have produced above-average performance in both above and down markets.

Though this Honor Roll is not the only way of slicing and dicing our performance data, I do urge you to give it serious consideration. Newsletters that have been on past years’ Honor Rolls have, on average, proceeded to outperform other services that did not make the grade.

But I would urge you to pay close attention to the Honor Roll even if the newsletters on it didn’t end up outperforming those that do not. That’s because the “slow-and-steady” Honor Roll newsletters are least likely to be ones that you stop following at inopportune times. That’s important, since the key to long-term success is actually following a strategy through thick and thin. It doesn’t do you any good to follow an adviser with a good rating if you dump him when the markets move against you.

Newsletter Honor Roll

  • Up Market Grade:  96.51
  • Down Market Grade: 80.10
  • Annualized Gain Since April 2000:  +12.0%
  • Risk: 5.05
  • Sharpe Ratio Since April 2000: 0.19

30 Year Performance

Performance through 12/31/2017

Model Portfolio

  • Return:  11.98%
  • Risk Rating:  3.76
  • Sharpe Ratio: 0.20

Performance Since Inception

Performance through 12/31/2017

Model Portfolio

  • Tracking Began: December 1985
  • Gain: 11.79%
  • Risk Rating: 3.86
  • Sharpe Ratio:  0.19
  • Wilshire 5000 Gain:  10.62%
  • Wilshire 5000 Risk Rating:  4.35
  • Wilshire 5000 Sharpe Ratio:  0.16

Performance Since Inception

Performance through 12/31/2017

Lucky 13 Portfolio

  • Tracking Began: December 1999
  • Gain: 11.63%
  • Risk Rating: 3.77
  • Sharpe Ratio:  0.23
  • Wilshire 5000 Gain:  5.82%
  • Wilshire 5000 Risk Rating:  4.28
  • Wilshire 5000 Sharpe Ratio:  0.10

Performance Since Inception

Performance through 12/31/2017

The Timely Ten Portfolio

  • Tracking Began: August 2006
  • Gain: 10.26%
  • Risk Rating: 4.04
  • Sharpe Ratio:  0.21
  • Wilshire 5000 Gain:  8.97%
  • Wilshire 5000 Risk Rating:  4.26
  • Wilshire 5000 Sharpe Ratio:  0.17
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