Historical Performance

“Editor James Stack, my longtime favorite market prognosticator, uses both technical analysis and fundamental economic data to fix his all-important allocation to stocks.”

Steven Goldberg – February 29, 2016

previous arrowprevious arrow

"You guys add sanity to more than counterbalance what you see and hear in the so-called ‘business news.’ Thank you for helping me keep my family’s financial plan on course."

F.D., Baldwinsville, NY

You have made us a lot of money, but you have saved us even more.

You have the discipline of a seasoned technician, but you also have the insight of a brilliant theoretician. That is avery rare combination. You have made us a lot of money, but you have saved us even more.

B.P., San Juan Capistrano, CA

Fundamental Insights.

"I'd like to offer a special word of praise for all the work the entire InvesTech staff of professionals does ot help bring meaningful technical and fundamental insights to the attention of your subscribers. There is no one who can compare with what you do or the way in which you do it."

P.E.P., Ph.D., Okemos, MI

"Top of the Class" independent thinking.

"I have followed Jim carefully over these many years, and I am absolutely convinced that he is the ‘top of the class’ of independent thinkers."

C.C., Inverness, IL

Easy to understand technical analysis.

"I want to thank you for your publication. I have subscribed to several investment newsletters and found InvesTech to be the best. I like the way you back up your positions and recommendations with easy to understand technical analysis."

M.M., Orion, MI

Not following the herd mentality.

"A week rarely goes by, when I don't suggest to a friend or acquaintance that they give consideration to InvesTech because I find it very valuable. The reason I subscribed initially was because I like the idea of Jim being a bit different... not following the herd mentality."

C.B., Milwaukee, WI

One of the very few sources I trust.

"By the way, after trying various investment services over the past ~4 decades I've concluded that yours is the best one I've tried. One of the very few sources I trust, so thank you."

K. L., Saint Paul, MN


You are one of the few market commentators out there that can make the language of finance and markets understandable to normal folks.

D. G., Stamford, CT

next arrownext arrow

Hulbert Financial Digest Newsletter Scoreboard

The final issue of the Hulbert Financial Digest, published in February 2016, included the ranking of top mutual fund newsletters and showed that InvesTech Research was #1 in long-term performance –both for risk-adjusted and unadjusted performance– with an annualized gain of 8.7% per year… almost double the Wilshire 5000’s annual return over the same period.

InvesTech’s Model Fund Portfolio Historical Performance

As an experienced investor, you must decide what performance means to you. Someone who is willing to wait 10 years or more to recover after losing two-thirds of their portfolio in a generational bear market, may not agree with our safety-first approach. On the other hand, if you have a deep respect for market risk and the impact that a devastating bear market can have on your portfolio or emotional well-being, then InvesTech Research offers what you are looking for… a risk-averse strategy and the ability to identify and take advantage of the best profit opportunities when they appear.