Profit from Global Market Trends
In the Sizemore Investment Letter, you get information that is simply not available anywhere else from one of the most innovative minds in finance today.
In the Sizemore Investment Letter, you will get:
- Macro trend analysis affecting the world economy
- Stock and ETF picks to profit from these trends
- Portfolio Positioning Advice for years ahead
Market Insight You Can Trust
The ties that bind each of these disparate pieces are changing global demographics.Here are a few examples of the economic intelligence you will receive in the Sizemore Investment Letter:
The “New American Baby Boom” – is creating windfall profits for producers and retailers of baby clothes and accessories.
The rise of the Chinese middle-class consumer – has opened a new market for premium Marlboro cigarettes.
The aging of Japanese society – has led to a redirection of marketing to focus on the middle-aged and elderly.
China’s One Child Policy – of the past 30 years guarantees that there will be fewer young Chinese men and women moving to the cities in the years ahead—meaning less demand for new housing and less demand for copper wiring.
Charles Sizemore always gives me good food for thought. I look forward to his newsletter every month.
- John Mauldin
New York Times best-selling author
I’ve enjoyed Charles’s down-to-earth, yet articulate writing style for many years. The Sizemore Investment Letter is a wonderful culmination of his talents and thoughtful insights any investor will benefit from. A must read for all who want to build and protect wealth!
- Douglas C. Robinson
Charles has a way of delivering quality information in humorous fashion. Even when I don’t feel like reading economic information I can read his because of his wit! Worth the money and the time. Rare to find both.
- Joseph A. Clark CFP, RFC
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Frequently Asked Questions
Q: Do the ideas behind The Sizemore Investment Letter work?
A: Absolutely. Let’s start with the emphasis on income. In his excellent book Behavioural Investing, James Montier said that “Over the long term, dividend yield has provided over 50% of the total return to equities!”
And if dividends are reinvested, the numbers get even better. In his groundbreaking book The Future for Investors, Wharton professor Jeremy Siegel found that “From 1871 to 2003, 97 percent of the total after-inflation accumulation from stocks comes from reinvesting dividends. Only 3 percent comes from capital gains.”
Income investments can lose money, of course. Any investment can. But we firmly believe that a solid stream of income can mitigate the erratic booms and busts of the market over time and allow investors to generate a respectable return.
Academic studies also confirm that using demographics to identify growth investments is a winning strategy. In 2005, professors Stefano DellaVigna and Joshua Pollet published what we believe to be one of the most insightful academic papers in the history of academic finance: “Attention, Demographics, and the Stock Market” (available at the UC Berkley website: http://www.econ.berkeley.edu/~sdellavi/wp/attention.pdf).
DellaVigna and Pollet wrote, that “Cohort size fluctuations produce forecastable demand changes for age-sensitive sectors, such as toys, bicycles, beer, life insurance, and nursing homes. These demand changes are predictable once a specific cohort is born.”
Using this insight, the professors proved empirically that changes in demand based on demographic trends can add 5-10% in excess returns over the broader stock market.
So, we have based The Sizemore Investment Letter on methods that have been proven to be effective over the long term.
Q: What kinds of investments will The Sizemore Investment Letter recommend?
A: We will be recommending individual stocks and bonds where appropriate as well as ETFs and mutual funds. Other, more exotic investments such as preferred stock, real estate investment trusts (“REITs”), and master limited partnerships (“MLPs”) will also be considered when we consider them to be priced attractively.
A: The mission of The Sizemore Investment Letter is to give investors solid, actionable portfolio recommendations that should do well in any economic climate. We intend to do this by focusing on key themes:
Select growth-oriented investments that capitalize on durable, long-term macro trends.- The themes that we intend to follow most closely are the rise of Generation Y (the “Echo Boomers”), the graying of the Baby Boomers, and the development of the urbanized middle class in emerging markets such as China, India and Brazil.
High-quality income investments- that should continue to generate consistent returns in even the most volatile of markets.
Contrarian investments and trades that attempt to identify false trends and position portfolios accordingly—on the long or short side.
Q: How is The Sizemore Investment Letter related to the HS Dent Forecast?
A: The Sizemore Investment Letter and the HS Dent Forecast are separate publications issued by Sizemore Financial Publishing LLC and HS Dent Publishing LLC, respectively. Charles Sizemore regularly contributes to both newsletters, but each focus on very different content.
The HS Dent Forecast is primarily a “top-down” macro newsletter in that it attempts to give a complete, holistic view of the economy and by proxy the stock market. The HS Dent Forecast will also rely heavily on technical analysis to pinpoint exact market moves.
The Sizemore Investment Letter will generally take more of a “bottom-up” approach within the context of larger macro trends. The Sizemore Investment Letter will look for specific opportunities among individual stocks, bonds, ETFs and other investments. The newsletter will generally have a strong contrarian value emphasis, and it will rely primarily on fundamental analysis.
Most investors will no doubt find that the two approaches complement each other well.
Q. Can I see a sample issue before paying for a subscription?
Yes. You can read two FREE sample issues of The Sizemore Investment Letter. Download the Sample Issues.