For years now, we have been frustrated with the lack of breadth, concerning publicized investment ideas, among many financial magazines and investment newsletters. These publications often provide “stock picks” but rarely do they provide context in terms of portfolio positioning and optimal entry/exit points. Their “picks” are commonly limited to U.S. stocks and do not consider opportunities that may exist abroad. Rarely do these “picks” cover fixed income (e.g., bonds, etc.) or alternative investments, such as commodities or real estate.
Some other financial publications do the opposite. They write extensively about the favorable characteristics of an industry, or country, or trend, etc. But they do not outline the investments that are best primed to benefit from the aforementioned characteristics. Therefore, important insights are conveyed but they cannot be applied practically in a turnkey fashion within an investment portfolio.